Private fund adviser · St Helier, Jersey
Systematica Investments GP Limited
SEC-registered investment adviser · CRD 289338 · SEC 801-111694
At a glance
Systematica Investments GP Limited is an SEC-registered investment adviser based in St Helier, Jersey, with $23.8 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 320th of 4,686 private fund advisers and 784th of 17,210 SEC-registered advisers by assets.
Main office +441534841090systematica.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $24B
- Rank among private fund advisers
- #320 of 4,686
- Rank among all SEC RIAs
- #784 of 17,210
- Clients
- 38
- Accounts
- 43
- Discretionary
- 100% of AUM
- Employees
- 34
- Advisory staff
- 16
- Offices
- 2
Owners and executives on its Form ADV
- Benjamin N. DixonBoard Member, Chief Legal Officer, Chief Compliance Officer
- Oren-Olivier PuderBoard Member
- Leda M. BragaChief Executive Officer
- Paul RouseBoard Member, Chief Financial Officer
Custody and brokerage
Custodian
Systematica Investments GP Limited’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 34 | $17B | 72% |
| Sovereign wealth funds and foreign official institutions | – | $4.7B | 20% |
| Pension and profit sharing plans | – | $1.7B | 7% |
| Investment companies | 4 | $290M | 1% |
| Banking or thrift institutions | – | $14M | <1% |
Disciplinary disclosures
Systematica Investments GP Limited answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
How it’s paid
- Other
Form ADV and brochures on the SEC’s adviser search ↗systematica.com ↗
AtlasMembers
The full record on Systematica Investments GP Limited
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 590 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Systematica Investments GP Limited manage?
Systematica Investments GP Limited reports $23.8 billion in regulatory assets under management across 43 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Systematica Investments GP Limited?
Systematica Investments GP Limited is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. A public reporting company controls it.
Who are Systematica Investments GP Limited’s clients?
By assets, its largest client types are pooled investment vehicles ($17.1 billion, 34 clients); sovereign wealth funds and foreign official institutions ($4.7 billion); pension and profit sharing plans ($1.7 billion).
Does Systematica Investments GP Limited have any disciplinary history?
Systematica Investments GP Limited answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Systematica Investments GP Limited’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →