Member and Manager · Systematic Alpha Investments, LLC
Stephen E. Evans
CRD 2096178 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Systematic Alpha Investments, LLC, an SEC-registered wealth manager based in Princeton, NJ with $3.5 billion in regulatory assets, lists Stephen E. Evans on its Form ADV as Member and Manager, a control person. The SEC filings also name Stephen at 1 other registered adviser.
Firms and roles
- Systematic Alpha Investments, LLCMember and ManagerWealth manager · Princeton, NJ · $3.5B in regulatory assets
- Pave Investment Advisors, LLC.Chief Investment OfficerAsset manager · New York, NY · $670M in regulatory assets
AtlasMembers
Stephen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Christopher L. AinsworthChief Compliance Officer, Systematic Alpha Investments, LLC
- Melissa A. CostineCCO, Pave Investment Advisors, LLC.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.