Systematica Investments GP Limited: AUM & Ownership

Clients

Systematica Investments GP Limited serves 38 clients, 34 of them pooled investment vehicles. The average client has about $626 million with the firm.

Regulatory assets by client type

Pooled investment vehicles34 clients72%
Pension and profit-sharing plans7%
Sovereign wealth funds and foreign official institutions20%
OtherBanking or thrift institutions, Investment companies1%

Show client breakdown

Client type	Clients	Regulatory AUM	Share	Avg. per client
Banking or thrift institutions	Not reported	$13,799,507	0.1%	—
Investment companies	4	$289,790,045	1.2%	$72.4M
Pooled investment vehicles	34	$17,062,899,295	71.7%	$501.8M
Pension and profit-sharing plans	Not reported	$1,747,006,209	7.3%	—
Sovereign wealth funds and foreign official institutions	Not reported	$4,676,294,870	19.7%	—
Total	38	$23,789,789,926	100%	$626.0M

Banking or thrift institutions

Clients: Not reported
Regulatory AUM: $13,799,507
Share: 0.1%
Avg. per client: —

Investment companies

Clients: 4
Regulatory AUM: $289,790,045
Share: 1.2%
Avg. per client: $72.4M

Pooled investment vehicles

Clients: 34
Regulatory AUM: $17,062,899,295
Share: 71.7%
Avg. per client: $501.8M

Pension and profit-sharing plans

Clients: Not reported
Regulatory AUM: $1,747,006,209
Share: 7.3%
Avg. per client: —

Sovereign wealth funds and foreign official institutions

Clients: Not reported
Regulatory AUM: $4,676,294,870
Share: 19.7%
Avg. per client: —

Total

Clients: 38
Regulatory AUM: $23,789,789,926
Share: 100%
Avg. per client: $626.0M

What it does

Systematica Investments GP Limited provides portfolio management for investment companies and portfolio management for pooled vehicles. It is paid through other arrangements.

Systematica Investments GP Limited provided financial planning to 0 clients last fiscal year and advises no private funds.

100.0% of assets ($23.79B across 43 accounts) are managed with discretion. 70% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end

Cash1%
Other99%
- Derivatives99%

Custodians

Systematica Investments GP Limited has custody of client assets.

Managed account assets by custodian

All other custodians$23.79B100%

Ownership and leadership

Systematica Holdings Limited owns 75% or more of Systematica Investments GP Limited, and Leda Braga is its CEO.

Who owns the firm

Systematica Investments GP Limited· the adviser

Systematica Holdings Limited
Control person · since October 2014
Owns 75% or more of Systematica Investments GP Limited
- Systematica Investments LP
  Control person · since October 2014
  Owns 75% or more of Systematica Holdings Limited
  - Systematica Investments Limited
    General partner · Control person · since October 2014
    - Leda Braga
      Control person · since January 2015
      Owns 50% to 75% of Systematica Investments Limited
    - Abacos Atlantic Holdings LTD.
      since January 2016
      Owns 25% to 50% of Systematica Investments Limited
      - Amg Atlantic Holdings LTD.
        Control person · since October 2015
        Owns 75% or more of Abacos Atlantic Holdings LTD.

Leadership

Leda Braga
Chief Executive Officer
Paul Rouse
Board Member, Chief Financial Officer
Benjamin Dixon
Board Member, Chief Legal Officer, Chief Compliance Officer
Oren-Olivier Puder
Board Member

Staff

34 employees
16 in advisory functions

Fees

Systematica Investments GP Limited is paid through other.

Systematica Investments GP Limited’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Systematica Investments GP Limited has 1 office, with 1 listed address with no US state reported.

Registration details

Legal name: Systematica Investments GP Limited
Headquarters: First Floor, 29 Esplanade, ST Helier, Jersey JE2 3QA
Phone: 441534841090
Website: www.systematica.com
SEC file: 801-111694
Structure: other (specify) organized in Jersey
Fiscal year end: December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Systematica Investments GP Limited have?

Systematica Investments GP Limited has 38 clients and manages $23.8 billion for them, as of March 2026. They include 34 pooled investment vehicles and 4 investment companies.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026

What services does Systematica Investments GP Limited offer?

Systematica Investments GP Limited provides portfolio management for investment companies and portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Systematica Investments GP Limited have?

Systematica Investments GP Limited has 0 investment adviser representatives registered with state securities authorities, out of 34 employees, and 16 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Systematica Investments GP Limited invest in?

At the end of its last fiscal year, Systematica Investments GP Limited’s separately managed accounts held 99% derivatives and 1% cash and equivalents. It advises no private funds of its own.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Systematica Investments GP Limited?

Systematica Investments GP Limited is owned through a chain of holding companies by Leda Braga and Affiliated Managers Group, Inc. Its direct owner is Systematica Holdings Limited (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026

How does Systematica Investments GP Limited get paid?

Systematica Investments GP Limited is paid through other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file