SYSTEMATIC FINANCIAL MANAGEMENT LP
CRD #106146 SEC #801-48908 TEANECK, NJ 201-928-1982
SEC Registered
Total AUM
$3.9B
Discretionary
$3.9B
Employees
20
Clients
--
Accounts
165
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 2
- LEI
- 254900I97PLNZKLF7W84
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| 168 HOLDINGS LTD. | DE | LIMITED PARTNER | NA | Control |
| 168 HOLDINGS LTD. | DE | LIMITED PARTNER | NA | Control |
| 168 HOLDINGS LTD. | DE | LIMITED PARTNER | NA | Control |
| 168 HOLDINGS LTD. | DE | LIMITED PARTNER | NA | Control |
| 168 HOLDINGS LTD. | DE | LIMITED PARTNER | NA | Control |
| BURGESS, KENNETH | I | MANAGING PARTNER & PORTFOLIO MANAGER | NA | Control |
| BURGESS, KENNETH | I | MANAGING PARTNER & PORTFOLIO MANAGER | NA | Control |
| BURGESS, KENNETH | I | MANAGING PARTNER & PORTFOLIO MANAGER | NA | Control |
| BURGESS, KENNETH | I | MANAGING PARTNER & PORTFOLIO MANAGER | NA | Control |
| BURGESS, KENNETH | I | MANAGING PARTNER & PORTFOLIO MANAGER | NA | Control |
| BURGESS, KENNETH | I | MANAGING PARTNER & PORTFOLIO MANAGER | NA | Control |
| BURGESS, KENNETH | I | MANAGING PARTNER & PORTFOLIO MANAGER | NA | Control |
| BURGESS, KENNETH | I | MANAGING PARTNER & PORTFOLIO MANAGER | NA | Control |
| BURGESS, KENNETH | I | MANAGING PARTNER & PORTFOLIO MANAGER | NA | Control |
| BURGESS, KENNETH | I | PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| BURGESS, KENNETH | I | PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| BURGESS, KENNETH | I | PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| BURGESS, KENNETH | I | PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| BURGESS, KENNETH | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| BURGESS, KENNETH | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| BURGESS, KENNETH | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| BURGESS, KENNETH | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| BURGESS, KENNETH | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| BURGESS, KENNETH | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| BURGESS, KENNETH | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| BURGESS, KENNETH | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| G WOOD HOLDINGS INC. | DE | MANAGING DIRECTOR AND HEAD TRADER | NA | Control |
| G WOOD HOLDINGS INC. | DE | MANAGING DIRECTOR AND HEAD TRADER | NA | Control |
| G WOOD HOLDINGS INC. | DE | MANAGING DIRECTOR AND HEAD TRADER | NA | Control |
| G WOOD HOLDINGS INC. | DE | MANAGING DIRECTOR AND HEAD TRADER | NA | Control |
| G WOOD HOLDINGS INC. | DE | MANAGING DIRECTOR AND HEAD TRADER | NA | Control |
| G WOOD HOLDINGS INC. | DE | MANAGING DIRECTOR AND HEAD TRADER | NA | Control |
| G WOOD HOLDINGS LTD. | DE | LIMITED PARTNER | NA | Control |
| G WOOD HOLDINGS LTD. | DE | LIMITED PARTNER | NA | Control |
| G WOOD HOLDINGS LTD. | DE | LIMITED PARTNER | NA | Control |
| G WOOD HOLDINGS LTD. | DE | LIMITED PARTNER | NA | Control |
| G WOOD HOLDINGS LTD. | DE | LIMITED PARTNER | NA | Control |
| G WOOD HOLDINGS LTD. | DE | LIMITED PARTNER | NA | Control |
| G WOOD HOLDINGS LTD. | DE | LIMITED PARTNER | NA | Control |
| G WOOD HOLDINGS LTD. | DE | LIMITED PARTNER | NA | Control |
| G WOOD HOLDINGS LTD. | DE | LIMITED PARTNER | NA | Control |
| G WOOD HOLDINGS LTD. | DE | LIMITED PARTNER | NA | Control |
| G WOOD HOLDINGS LTD. | DE | LIMITED PARTNER | NA | Control |
| G WOOD HOLDINGS LTD. | DE | LIMITED PARTNER | NA | Control |
| G WOOD HOLDINGS LTD. | DE | LIMITED PARTNER | NA | Control |
| G WOOD HOLDINGS LTD. | DE | LIMITED PARTNER | NA | Control |
| K. BURGESS HOLDINGS LTD. | DE | MANAGING DIRECTOR AND PORTFOLIO MANAGER | NA | Control |
| K. BURGESS HOLDINGS LTD. | DE | MANAGING DIRECTOR AND PORTFOLIO MANAGER | NA | Control |
| K5 CORP | DE | ASSISTANT PORTFOLIO MANAGER | NA | Control |
| K5 CORP | DE | ASSISTANT PORTFOLIO MANAGER | NA | Control |
| KAEYAN INC. | DE | LIMITED PARTNER | NA | Control |
| KAEYAN INC. | DE | LIMITED PARTNER | NA | Control |
| KAEYAN INC. | DE | LIMITED PARTNER | NA | Control |
| KAEYAN INC. | DE | LIMITED PARTNER | NA | Control |
| KAEYAN INC. | DE | LIMITED PARTNER | NA | Control |
| KOHLER HOLDINGS LLC | DE | LIMITED PARTNER | NA | Control |
| KOHLER HOLDINGS LLC | DE | LIMITED PARTNER | NA | Control |
| KOHLER HOLDINGS LLC | DE | LIMITED PARTNER | NA | Control |
| KOHLER HOLDINGS LLC | DE | LIMITED PARTNER | NA | Control |
| KOHLER HOLDINGS LLC | DE | LIMITED PARTNER | NA | Control |
| KOHLER HOLDINGS LLC | DE | LIMITED PARTNER | NA | Control |
| KOHLER HOLDINGS LLC | DE | LIMITED PARTNER | NA | Control |
| KOHLER HOLDINGS LLC | DE | LIMITED PARTNER | NA | Control |
| KOHLER HOLDINGS LLC | DE | LIMITED PARTNER | NA | Control |
| KOHLER HOLDINGS LLC | DE | LIMITED PARTNER | NA | Control |
| KOHLER HOLDINGS LLC | DE | LIMITED PARTNER | NA | Control |
| KOHLER HOLDINGS LLC | DE | LIMITED PARTNER | NA | Control |
| KOHLER HOLDINGS LLC | DE | LIMITED PARTNER | NA | Control |
| KOHLER HOLDINGS LLC | DE | LIMITED PARTNER | NA | Control |
| KOHLER HOLDINGS LLC | DE | LIMITED PARTNER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | MANAGING PARTNER/CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | MANAGING PARTNER/CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | MANAGING PARTNER/CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | MANAGING DIRECTOR/CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | MANAGING PARTNER/CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | MANAGING PARTNER/CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | MANAGING PARTNER/CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | MANAGING PARTNER/CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | MANAGING PARTNER/CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | MANAGING PARTNER/CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| KOHLER, KAREN, ELIZABETH | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| KOSTKA, BRIAN DAVID | I | ASSISTANT PORTFOLIO MANAGER | NA | Control |
| MCCREESH HOLDINGS, LTD. | DE | LIMITED PARTNER | NA | Control |
| MCCREESH HOLDINGS, LTD. | DE | LIMITED PARTNER | NA | Control |
| MCCREESH HOLDINGS, LTD. | DE | LIMITED PARTNER | NA | Control |
| MCCREESH HOLDINGS, LTD. | DE | LIMITED PARTNER | NA | Control |
| MCCREESH HOLDINGS, LTD. | DE | LIMITED PARTNER | NA | Control |
| MCCREESH, DANIEL, KEVIN | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER | NA | Control |
| MCCREESH, DANIEL, KEVIN | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER | NA | Control |
| MCCREESH, DANIEL, KEVIN | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER | NA | Control |
| MCCREESH, DANIEL, KEVIN | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER | NA | Control |
| MCCREESH, DANIEL, KEVIN | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER | NA | Control |
| MCCREESH, DANIEL, KEVIN | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER | NA | Control |
| MCCREESH, DANIEL, KEVIN | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER | NA | Control |
| MCCREESH, DANIEL, KEVIN | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER | NA | Control |
| MCCREESH, DANIEL, KEVIN | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER | NA | Control |
| MCCREESH, DANIEL, KEVIN | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| MCCREESH, DANIEL, KEVIN | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| MCCREESH, DANIEL, KEVIN | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| MCCREESH, DANIEL, KEVIN | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| MCGEE HOLDINGS LTD. | DE | CHIEF OPERATING OFFICER | NA | Control |
| MCGEE HOLDINGS LTD. | DE | CHIEF OPERATING OFFICER | NA | Control |
| MIDDAUGH, EOIN, EMERSON | I | PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| MIDDAUGH, EOIN, EMERSON | I | PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| MIDDAUGH, EOIN, EMERSON | I | PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| MIDDAUGH, EOIN, EMERSON | I | PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| MIDDAUGH, EOIN, EMERSON | I | PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER | NA | Control |
| MUSHOCK, RONALD, MATTHEW | I | PORTFOLIO MANAGER | NA | Control |
| MUSHOCK, RONALD, MATTHEW | I | MANAGING DIRECTOR & LIMITED PARTNER | NA | Control |
| MUSHOCK, RONALD, MATTHEW | I | PORTFOLIO MANAGER | NA | Control |
| MUSHOCK, RONALD, MATTHEW | I | MANAGING DIRECTOR & LIMITED PARTNER | NA | Control |
| MUSHOCK, RONALD, MATTHEW | I | MANAGING PARTNER & PORTFOLIO MANAGER | NA | Control |
| MUSHOCK, RONALD, MATTHEW | I | MANAGING PARTNER & PORTFOLIO MANAGER | NA | Control |
| MUSHOCK, RONALD, MATTHEW | I | MANAGING PARTNER & PORTFOLIO MANAGER | NA | Control |
| MUSHOCK, RONALD, MATTHEW | I | MANAGING PARTNER & PORTFOLIO MANAGER | NA | Control |
| MUSHOCK, RONALD, MATTHEW | I | MANAGING PARTNER & PORTFOLIO MANAGER | NA | Control |
| MUSHOCK, RONALD, MATTHEW | I | MANAGING PARTNER & PORTFOLIO MANAGER | NA | Control |
| MUSHOCK, RONALD, MATTHEW | I | MANAGING PARTNER & PORTFOLIO MANAGER | NA | Control |
| MUSHOCK, RONALD, MATTHEW | I | MANAGING PARTNER & PORTFOLIO MANAGER | NA | Control |
| MUSHOCK, RONALD, MATTHEW | I | MANAGING PARTNER & PORTFOLIO MANAGER | NA | Control |
| PLUMMER, RICHARD, SCOTT | I | SENIOR EQUITY ANALYST | NA | Control |
| RICK S. PLUMMER, LLC | DE | SENIOR EQUITY ANALYST | NA | Control |
| RICK S. PLUMMER, LLC | DE | SENIOR EQUITY ANALYST | NA | Control |
| SHARMA HOLDINGS INC. | DE | LIMITED PARTNER | NA | Control |
| SHARMA HOLDINGS INC. | DE | LIMITED PARTNER | NA | Control |
| SHARMA HOLDINGS INC. | DE | LIMITED PARTNER | NA | Control |
| SHARMA HOLDINGS INC. | DE | LIMITED PARTNER | NA | Control |
| SHARMA HOLDINGS INC. | DE | LIMITED PARTNER | NA | Control |
| WALLERIUS HOLDINGS LLC | DE | LIMITED PARTNER | NA | Control |
| WALLERIUS HOLDINGS LLC | DE | LIMITED PARTNER | NA | Control |
| WALLERIUS HOLDINGS LLC | DE | LIMITED PARTNER | NA | Control |
| WALLERIUS HOLDINGS LLC | DE | LIMITED PARTNER | NA | Control |
| WALLERIUS HOLDINGS LLC | DE | LIMITED PARTNER | NA | Control |
| WOOD, GREGORY, BALCOM | I | MANAGING DIRECTOR & HEAD TRADER | NA | Control |
| WOOD, GREGORY, BALCOM | I | MANAGING DIRECTOR & HEAD TRADER | NA | Control |
| WOOD, GREGORY, BALCOM | I | MANAGING DIRECTOR & HEAD TRADER | NA | Control |
| WOOD, GREGORY, BALCOM | I | MANAGING DIRECTOR & HEAD TRADER | NA | Control |
| WOOD, GREGORY, BALCOM | I | MANAGING DIRECTOR & HEAD TRADER | NA | Control |
| WOOD, GREGORY, BALCOM | I | MANAGING PARTNER & HEAD TRADER | NA | Control |
| WOOD, GREGORY, BALCOM | I | MANAGING PARTNER & HEAD TRADER | NA | Control |
| WOOD, GREGORY, BALCOM | I | MANAGING PARTNER & HEAD TRADER | NA | Control |
| WOOD, GREGORY, BALCOM | I | MANAGING DIRECTOR & HEAD TRADER | NA | Control |
| WOOD, GREGORY, BALCOM | I | MANAGING PARTNER & HEAD TRADER | NA | Control |
| WOOD, GREGORY, BALCOM | I | MANAGING PARTNER & HEAD TRADER | NA | Control |
| WOOD, GREGORY, BALCOM | I | MANAGING PARTNER & HEAD TRADER | NA | Control |
| WOOD, GREGORY, BALCOM | I | MANAGING PARTNER & HEAD TRADER | NA | Control |
| WOOD, GREGORY, BALCOM | I | MANAGING PARTNER & HEAD TRADER | NA | Control |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | E | |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | E | |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | E | |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | E | |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | E | |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | E | |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | E | |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | E | |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | E | |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | E | |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | E | |
| AFFILIATED MANAGERS GROUP, INC. | DE | GENERAL PARTNER | D | Control |
| AFFILIATED MANAGERS GROUP, INC. | FE | GENERAL PARTNER | D | Control |
| AFFILIATED MANAGERS GROUP, INC. | FE | GENERAL PARTNER | D | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | GENERAL PARTNER | D | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | GENERAL PARTNER | D | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | GENERAL PARTNER | D | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | GENERAL PARTNER | D | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | GENERAL PARTNER | D | Control |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | D | Control |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | D | Control |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | D | Control |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | D | Control |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | D | |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | D | |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | D | Control |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | D | |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | D | |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | D | |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | D | |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | D | |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | D | |
| TITAN NJ LP HOLDINGS LLC | DE | GENERAL PARTNER | D | |
| JOSHI HOLDINGS, LTD. | DE | PRESIDENT AND CHIEF EXECUTIVE OFFICER | B | Control |
| JOSHI HOLDINGS, LTD. | DE | CHIEF INVESTMENT OFFICER AND SENIOR MANAGING DIRECTOR | B | Control |
| JOSHI HOLDINGS, LTD. | DE | CHIEF INVESTMENT OFFICER AND SENIOR MANAGING DIRECTOR | B | Control |
| JOSHI HOLDINGS, LTD. | DE | LIMITED PARTNER | B | Control |
| JOSHI HOLDINGS, LTD. | DE | CHIEF INVESTMENT OFFICER AND SENIOR MANAGING DIRECTOR | B | Control |
| JOSHI HOLDINGS, LTD. | DE | PRESIDENT AND CHIEF EXECUTIVE OFFICER | B | Control |
| JOSHI HOLDINGS, LTD. | DE | CHIEF INVESTMENT OFFICER AND SENIOR MANAGING DIRECTOR | B | Control |
| JOSHI HOLDINGS, LTD. | DE | LIMITED PARTNER | B | Control |
| JOSHI, GYANENDRA, KUMAR | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | B | Control |
| JOSHI, GYANENDRA, KUMAR | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | B | Control |
| BURGESS, KENNETH | I | MANAGING DIRECTOR & PORTFOLIO MANAGER | A | Control |
| BURGESS, KENNETH | I | MANAGING DIRECTOR & PORTFOLIO MANAGER | A | Control |
| BURGESS, KENNETH | I | MANAGING DIRECTOR & PORTFOLIO MANAGER | A | Control |
| BURGESS, KENNETH | I | MANAGING DIRECTOR & PORTFOLIO MANAGER | A | Control |
| BURGESS, KENNETH | I | MANAGING DIRECTOR & PORTFOLIO MANAGER | A | Control |
| BURGESS, KENNETH | I | MANAGING DIRECTOR & PORTFOLIO MANAGER | A | Control |
| K. BURGESS HOLDINGS LTD. | DE | MANAGING DIRECTOR AND PORTFOLIO MANAGER | A | Control |
| K. BURGESS HOLDINGS LTD. | DE | LIMITED PARTNER | A | Control |
| K. BURGESS HOLDINGS LTD. | DE | MANAGING DIRECTOR AND PORTFOLIO MANAGER | A | Control |
| K. BURGESS HOLDINGS LTD. | DE | MANAGING DIRECTOR AND PORTFOLIO MANAGER | A | Control |
| K. BURGESS HOLDINGS LTD. | DE | LIMITED PARTNER | A | Control |
| K. BURGESS HOLDINGS LTD. | DE | LIMITED PARTNER | A | Control |
| K. BURGESS HOLDINGS LTD. | DE | MANAGING DIRECTOR AND PORTFOLIO MANAGER | A | Control |
| K. BURGESS HOLDINGS LTD. | DE | LIMITED PARTNER | A | Control |
| K. BURGESS HOLDINGS LTD. | DE | LIMITED PARTNER | A | Control |
| K. BURGESS HOLDINGS LTD. | DE | LIMITED PARTNER | A | Control |
| K. BURGESS HOLDINGS LTD. | DE | LIMITED PARTNER | A | Control |
| K. BURGESS HOLDINGS LTD. | DE | LIMITED PARTNER | A | Control |
| K. BURGESS HOLDINGS LTD. | DE | LIMITED PARTNER | A | Control |
| K. BURGESS HOLDINGS LTD. | DE | LIMITED PARTNER | A | Control |
| K. BURGESS HOLDINGS LTD. | DE | LIMITED PARTNER | A | Control |
| K. BURGESS HOLDINGS LTD. | DE | LIMITED PARTNER | A | Control |
| K. BURGESS HOLDINGS LTD. | DE | LIMITED PARTNER | A | Control |
| K. BURGESS HOLDINGS LTD. | DE | LIMITED PARTNER | A | Control |
| K. BURGESS HOLDINGS LTD. | DE | LIMITED PARTNER | A | Control |
| MCCREESH HOLDINGS, LTD. | DE | CHIEF INVESTMENT OFFICER | A | Control |
| MCCREESH HOLDINGS, LTD. | DE | LIMITED PARTNER | A | Control |
| MCCREESH HOLDINGS, LTD. | DE | MANAGING DIRECTOR AND SENIOR PORTFOLIO MANAGER | A | Control |
| MCCREESH HOLDINGS, LTD. | DE | MANAGING DIRECTOR AND SENIOR PORTFOLIO MANAGER | A | Control |
| MCCREESH HOLDINGS, LTD. | DE | LIMITED PARTNER | A | Control |
| MCCREESH HOLDINGS, LTD. | DE | LIMITED PARTNER | A | Control |
| MCCREESH HOLDINGS, LTD. | DE | MANAGING DIRECTOR AND SENIOR PORTFOLIO MANAGER | A | Control |
| MCCREESH HOLDINGS, LTD. | DE | CHIEF INVESTMENT OFFICER | A | Control |
| MCCREESH HOLDINGS, LTD. | DE | MANAGING DIRECTOR AND SENIOR PORTFOLIO MANAGER | A | Control |
| MCCREESH HOLDINGS, LTD. | DE | LIMITED PARTNER | A | Control |
| MCCREESH HOLDINGS, LTD. | DE | LIMITED PARTNER | A | Control |
| MCCREESH HOLDINGS, LTD. | DE | LIMITED PARTNER | A | Control |
| MCCREESH HOLDINGS, LTD. | DE | LIMITED PARTNER | A | Control |
| MCCREESH HOLDINGS, LTD. | DE | LIMITED PARTNER | A | Control |
| MCCREESH HOLDINGS, LTD. | DE | LIMITED PARTNER | A | Control |
| MCCREESH HOLDINGS, LTD. | DE | LIMITED PARTNER | A | Control |
| MCCREESH, DANIEL, KEVIN | I | CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER | A | Control |
| MCCREESH, DANIEL, KEVIN | I | CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER | A | Control |
| MCCREESH, DANIEL, KEVIN | I | CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER | A | Control |
| MCCREESH, DANIEL, KEVIN | I | CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER | A | Control |
| MCCREESH, DANIEL, KEVIN | I | CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER | A | Control |
| MCCREESH, DANIEL, KEVIN | I | MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER | A | Control |
| MCGEE HOLDINGS LTD. | DE | CHIEF OPERATING OFFICER | A | Control |
| MCGEE HOLDINGS LTD. | DE | CHIEF OPERATING OFFICER | A | Control |
| MIDDAUGH, EOIN, EMERSON | I | PORTFOLIO MANAGER/LIMITED PARTNER | A | Control |
| MIDDAUGH, EOIN, EMERSON | I | PORTFOLIO MANAGER/LIMITED PARTNER | A | Control |
| MIDDAUGH, EOIN, EMERSON | I | PORTFOLIO MANAGER/LIMITED PARTNER | A | Control |
| MIDDAUGH, EOIN, EMERSON | I | MANAGING PARTNER / PORTFOLIO MANAGER & LIMITED PARTNER | A | Control |
| MIDDAUGH, EOIN, EMERSON | I | MANAGING PARTNER / PORTFOLIO MANAGER & LIMITED PARTNER | A | Control |
| MIDDAUGH, EOIN, EMERSON | I | MANAGING PARTNER / PORTFOLIO MANAGER & LIMITED PARTNER | A | Control |
| MIDDAUGH, EOIN, EMERSON | I | MANAGING DIRECTOR / PORTFOLIO MANAGER & LIMITED PARTNER | A | Control |
| MIDDAUGH, EOIN, EMERSON | I | MANAGING PARTNER / PORTFOLIO MANAGER & LIMITED PARTNER | A | Control |
| MIDDAUGH, EOIN, EMERSON | I | MANAGING PARTNER / PORTFOLIO MANAGER & LIMITED PARTNER | A | Control |
| MIDDAUGH, EOIN, EMERSON | I | MANAGING PARTNER / PORTFOLIO MANAGER & LIMITED PARTNER | A | Control |
| MIDDAUGH, EOIN, EMERSON | I | MANAGING PARTNER / PORTFOLIO MANAGER & LIMITED PARTNER | A | Control |
| MIDDAUGH, EOIN, EMERSON | I | MANAGING PARTNER / PORTFOLIO MANAGER & LIMITED PARTNER | A | Control |
| MIDDAUGH, EOIN, EMERSON | I | MANAGING PARTNER / PORTFOLIO MANAGER & LIMITED PARTNER | A | Control |
| MIDDAUGH, EOIN, EMERSON | I | PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER | A | Control |
| MUSHOCK HOLDINGS INC. | DE | LIMITED PARTNER | A | Control |
| MUSHOCK HOLDINGS INC. | DE | LIMITED PARTNER | A | Control |
| MUSHOCK HOLDINGS INC. | DE | LIMITED PARTNER | A | Control |
| MUSHOCK HOLDINGS INC. | DE | LIMITED PARTNER | A | Control |
| MUSHOCK HOLDINGS INC. | DE | LIMITED PARTNER | A | Control |
| MUSHOCK HOLDINGS INC. | DE | LIMITED PARTNER | A | Control |
| MUSHOCK HOLDINGS INC. | DE | LIMITED PARTNER | A | Control |
| MUSHOCK HOLDINGS INC. | DE | LIMITED PARTNER | A | Control |
| MUSHOCK HOLDINGS INC. | DE | LIMITED PARTNER | A | Control |
| MUSHOCK HOLDINGS INC. | DE | LIMITED PARTNER | A | Control |
| MUSHOCK, RONALD, MATTHEW | I | MANAGING DIRECTOR & LIMITED PARTNER | A | Control |
| MUSHOCK, RONALD, MATTHEW | I | MANAGING DIRECTOR & LIMITED PARTNER | A | Control |
| MUSHOCK, RONALD, MATTHEW | I | MANAGING DIRECTOR & LIMITED PARTNER | A | Control |
| MUSHOCK, RONALD, MATTHEW | I | MANAGING DIRECTOR & PORTFOLIO MANAGER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AFFILIATED MANAGERS GROUP, INC. | DE | MEMBER OF TITAN NJ LP HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | MEMBER OF TITAN NJ LP HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | MEMBER OF TITAN NJ LP HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | TITAN NJ LP HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | TITAN NJ LP HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | TITAN NJ LP HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | MEMBER OF TITAN NJ LP HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | TITAN NJ LP HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | TITAN NJ LP HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | TITAN NJ LP HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | TITAN NJ LP HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | TITAN NJ LP HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | TITAN NJ LP HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | TITAN NJ LP HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | TITAN NJ LP HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | TITAN NJ LP HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | TITAN NJ LP HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | TITAN NJ LP HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | TITAN NJ LP HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | TITAN NJ LP HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | TITAN NJ LP HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | TITAN NJ LP HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | TITAN NJ LP HOLDINGS LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | TITAN NJ LP HOLDINGS LLC | E | Control |
| BURGESS, KENNETH | I | K. BURGESS HOLDINGS LTD. | E | Control |
| BURGESS, KENNETH | I | K. BURGESS HOLDINGS LTD. | E | Control |
| BURGESS, KENNETH | I | K. BURGESS HOLDINGS LTD. | E | Control |
| BURGESS, KENNETH | I | K. BURGESS HOLDINGS LTD. | E | Control |
| BURGESS, KENNETH | I | K. BURGESS HOLDINGS LTD. | E | Control |
| BURGESS, KENNETH | I | K. BURGESS HOLDINGS LTD. | E | Control |
| BURGESS, KENNETH | I | K. BURGESS HOLDINGS LTD. | E | Control |
| BURGESS, KENNETH | I | K. BURGESS HOLDINGS LTD. | E | Control |
| BURGESS, KENNETH | I | K. BURGESS HOLDINGS LTD. | E | Control |
| CHANG, ROGER | I | 168 HOLDINGS LTD. | E | Control |
| CHANG, ROGER | I | 168 HOLDINGS LTD. | E | Control |
| CHANG, ROGER | I | 168 HOLDINGS LTD. | E | Control |
| CHANG, ROGER | I | 168 HOLDINGS LTD. | E | Control |
| CHANG, ROGER | I | 168 HOLDINGS LTD. | E | Control |
| DANIEL KEVIN MCCREESH | DE | MCCREESH HOLDINGS LTD. | E | Control |
| DANIEL KEVIN MCCREESH | DE | MCCREESH HOLDINGS LTD. | E | Control |
| DANIEL KEVIN MCCREESH | DE | MCCREESH HOLDINGS LTD. | E | Control |
| DANIEL KEVIN MCCREESH | DE | MCCREESH HOLDINGS LTD. | E | Control |
| GREGORY BALCOM WOOD | DE | G. WOOD HOLDINGS LTD. | E | Control |
| GREGORY BALCOM WOOD | DE | G. WOOD HOLDINGS LTD. | E | Control |
| GREGORY BALCOM WOOD | DE | G. WOOD HOLDINGS LTD. | E | Control |
| GREGORY BALCOM WOOD | DE | G. WOOD HOLDINGS LTD. | E | Control |
| KAREN E. KOHLER | DE | KOHLER HOLDNGS LLC | E | Control |
| KAREN E. KOHLER | DE | KOHLER HOLDNGS LLC | E | Control |
| KAREN E. KOHLER | DE | KOHLER HOLDNGS LLC | E | Control |
| KAREN E. KOHLER | DE | KOHLER HOLDNGS LLC | E | Control |
| KENNETH BURGESS | DE | K. BURGESS HOLDINGS LTD. | E | Control |
| KENNETH BURGESS | DE | K. BURGESS HOLDINGS LTD. | E | Control |
| KENNETH BURGESS | DE | K. BURGESS HOLDINGS LTD. | E | Control |
| KENNETH BURGESS | DE | K. BURGESS HOLDINGS LTD. | E | Control |
| KOHLER, KAREN, ELIZABETH | I | KOHLER HOLDINGS LLC | E | Control |
| KOHLER, KAREN, ELIZABETH | I | KOHLER HOLDINGS LLC | E | Control |
| KOHLER, KAREN, ELIZABETH | I | KOHLER HOLDINGS LLC | E | Control |
| KOHLER, KAREN, ELIZABETH | I | KOHLER HOLDINGS LLC | E | Control |
| KOHLER, KAREN, ELIZABETH | I | KOHLER HOLDINGS LLC | E | Control |
| KOHLER, KAREN, ELIZABETH | I | KOHLER HOLDINGS LLC | E | Control |
| KOHLER, KAREN, ELIZABETH | I | KOHLER HOLDINGS LLC | E | Control |
| KOHLER, KAREN, ELIZABETH | I | KOHLER HOLDINGS LLC | E | Control |
| KOHLER, KAREN, ELIZABETH | I | KOHLER HOLDINGS LLC | E | Control |
| KOSTKA, BRIAN DAVID | I | K5 CORP | E | Control |
| KOSTKA, BRIAN DAVID | I | K5 CORP | E | Control |
| MCCREESH, DANIEL, KEVIN | I | MCCREESH HOLDNGS LTD | E | Control |
| MCCREESH, DANIEL, KEVIN | I | MCCREESH HOLDNGS LTD | E | Control |
| MCCREESH, DANIEL, KEVIN | I | MCCREESH HOLDNGS LTD | E | Control |
| MCCREESH, DANIEL, KEVIN | I | MCCREESH HOLDNGS LTD | E | Control |
| MCCREESH, DANIEL, KEVIN | I | MCCREESH HOLDNGS LTD | E | Control |
| MCCREESH, DANIEL, KEVIN | I | MCCREESH HOLDNGS LTD | E | Control |
| MCCREESH, DANIEL, KEVIN | I | MCCREESH HOLDNGS LTD | E | Control |
| MCCREESH, DANIEL, KEVIN | I | MCCREESH HOLDNGS LTD | E | Control |
| MCCREESH, DANIEL, KEVIN | I | MCCREESH HOLDNGS LTD | E | Control |
| MUSHOCK, RONALD, MATTHEW | I | MUSHOCK HOLDINGS, INC. | E | Control |
| MUSHOCK, RONALD, MATTHEW | I | MUSHOCK HOLDINGS, INC. | E | Control |
| MUSHOCK, RONALD, MATTHEW | I | MUSHOCK HOLDINGS, INC. | E | Control |
| MUSHOCK, RONALD, MATTHEW | I | MUSHOCK HOLDINGS, INC. | E | Control |
| MUSHOCK, RONALD, MATTHEW | I | MUSHOCK HOLDINGS, INC. | E | Control |
| MUSHOCK, RONALD, MATTHEW | I | MUSHOCK HOLDINGS, INC. | E | Control |
| MUSHOCK, RONALD, MATTHEW | I | MUSHOCK HOLDINGS, INC. | E | Control |
| MUSHOCK, RONALD, MATTHEW | I | MUSHOCK HOLDINGS, INC. | E | Control |
| MUSHOCK, RONALD, MATTHEW | I | MUSHOCK HOLDINGS, INC. | E | Control |
| MUSHOCK, RONALD, MATTHEW | I | MUSHOCK HOLDINGS, INC. | E | Control |
| PATEL, AMAN, R | I | KAEYAN INC. | E | Control |
| PATEL, AMAN, R | I | KAEYAN INC. | E | Control |
| PATEL, AMAN, R | I | KAEYAN INC. | E | Control |
| PATEL, AMAN, R | I | KAEYAN INC. | E | Control |
| PATEL, AMAN, R | I | KAEYAN INC. | E | Control |
| PLUMMER, RICHARD, SCOTT | I | RICK S PLUMMER, LLC | E | Control |
| PLUMMER, RICHARD, SCOTT | I | RICK S PLUMMER, LLC | E | Control |
| SHARMA, JOSEPH, MICHAEL | I | SHARMA HOLDINGS INC. | E | Control |
| SHARMA, JOSEPH, MICHAEL | I | SHARMA HOLDINGS INC. | E | Control |
| SHARMA, JOSEPH, MICHAEL | I | SHARMA HOLDINGS INC. | E | Control |
| SHARMA, JOSEPH, MICHAEL | I | SHARMA HOLDINGS INC. | E | Control |
| SHARMA, JOSEPH, MICHAEL | I | SHARMA HOLDINGS INC. | E | Control |
| WALLERIUS, JAMES, VINCENT | I | WALLERIUS HOLDINGS, LLC | E | Control |
| WALLERIUS, JAMES, VINCENT | I | WALLERIUS HOLDINGS, LLC | E | Control |
| WALLERIUS, JAMES, VINCENT | I | WALLERIUS HOLDINGS, LLC | E | Control |
| WALLERIUS, JAMES, VINCENT | I | WALLERIUS HOLDINGS, LLC | E | Control |
| WALLERIUS, JAMES, VINCENT | I | WALLERIUS HOLDINGS, LLC | E | Control |
| WOOD, GREGORY, BALCOM | I | G. WOOD HOLDINGS LTD. | E | Control |
| WOOD, GREGORY, BALCOM | I | G. WOOD HOLDINGS LTD. | E | Control |
| WOOD, GREGORY, BALCOM | I | G. WOOD HOLDINGS LTD. | E | Control |
| WOOD, GREGORY, BALCOM | I | G. WOOD HOLDINGS LTD. | E | Control |
| WOOD, GREGORY, BALCOM | I | G. WOOD HOLDINGS LTD. | E | Control |
| WOOD, GREGORY, BALCOM | I | G. WOOD HOLDINGS LTD. | E | Control |
| WOOD, GREGORY, BALCOM | I | G. WOOD HOLDINGS LTD. | E | Control |
| WOOD, GREGORY, BALCOM | I | G. WOOD HOLDINGS LTD. | E | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (52)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV
Address
300 FRANK W BURR BLVD7TH FL GLENPOINTE EAST
TEANECK, NJ 07666
United States
Phone: 201-928-1982