Clients
Systematica Investments Limited serves 38 clients, 34 of them pooled investment vehicles. The average client has about $626 million with the firm.
- Pooled investment vehicles34 clients72%
- Pension and profit-sharing plans7%
- Sovereign wealth funds and foreign official institutions20%
- OtherBanking or thrift institutions, Investment companies1%
Show client breakdownHide 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 |
- Clients
- Not reported
- Regulatory AUM
- $13,799,507
- Share
- 0.1%
- Avg. per client
- —
- Clients
- 4
- Regulatory AUM
- $289,790,045
- Share
- 1.2%
- Avg. per client
- $72.4M
- Clients
- 34
- Regulatory AUM
- $17,062,899,295
- Share
- 71.7%
- Avg. per client
- $501.8M
- Clients
- Not reported
- Regulatory AUM
- $1,747,006,209
- Share
- 7.3%
- Avg. per client
- —
- 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 Limited provides portfolio management for investment companies and portfolio management for pooled vehicles. It is paid through a percentage of assets, performance-based fees and other arrangements.
Systematica Investments Limited provided financial planning to 0 clients last fiscal year and advises 15 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
- Cash1%
- Other99%
- Derivatives99%
Custodians
Systematica Investments Limited has custody of $15.69B for 23 clients.
- All other custodians$23.79B100%
Ownership and leadership
Leda Braga owns 50% to 75% of Systematica Investments Limited, and Leda Braga is its CEO.
- Owns 50% to 75% of Systematica Investments Limited
Leda Braga
Control person · since January 2015
- Owns 25% to 50% of Systematica Investments Limited
Abacos Atlantic Holdings LTD.
since January 2016
- Owns 75% or more of Abacos Atlantic Holdings LTD.
Amg Atlantic Holdings LTD.
Control person · since October 2015
- Owns 75% or more of Amg Atlantic Holdings LTD.
Amg New York Holdings Corp.
Control person · since December 2013
- Owns 75% or more of Amg New York Holdings Corp.
Affiliated Managers Group, Inc.
Control person · since December 2000
Leadership
- Leda BragaBoard Member, Chief Executive Officer, Shareholder
- Paul RouseBoard Member, Chief Financial Officer
- Benjamin DixonBoard Member, Chief Legal Officer, Chief Compliance Officer
Staff
- 0 employees
- 5 soliciting firms
Fees
Systematica Investments Limited is paid through a percentage of assets under management, performance-based fees and other.
Systematica Investments 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 Limited has 0 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- Systematica Investments Limited
- Headquarters
- First Floor, 29 Esplanade, ST Helier, Jersey JE2 3QA
- Phone
- 4401534841090
- Website
- www.systematica.com
- SEC file
- 801-80621
- 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 Limited have?
Systematica Investments 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 Limited offer?
Systematica Investments 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
What does Systematica Investments Limited invest in?
At the end of its last fiscal year, Systematica Investments Limited’s separately managed accounts held 99% derivatives and 1% cash and equivalents. It advises 15 private funds.
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 Limited?
Systematica Investments Limited is owned through a chain of holding companies by Affiliated Managers Group, Inc. Its direct owners are Leda Braga (50% to 75%) and Abacos Atlantic Holdings LTD. (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Systematica Investments Limited get paid?
Systematica Investments Limited is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file