Investment adviser · CRD 282235
DISCIPLINED CAPITAL MANAGEMENT
Investment adviser filing (IA)
DISCIPLINED CAPITAL MANAGEMENT LLC
SYRACUSE, NY, United States · Form ADV filed Nov 3, 2021
- Regulatory AUM
- $391M Form ADV · Item 5.F
- Client accounts
- 88 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | 56 | $203,259,559 | 52.0% |
| Insurance companies | 6 | $99,716,102 | 25.5% |
| Retirement plans | Fewer than 5 | $72,364,584 | 18.5% |
| Corporations & businesses | Fewer than 5 | $7,564,455 | 1.9% |
| High-net-worth individuals | Fewer than 5 | $5,019,731 | 1.3% |
| Individuals | 19 | $3,171,056 | 0.8% |
Filing source
Form ADV 1570248 · Nov 3, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 3, 2021. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets
Principal office
220 SOUTH WARREN STREET, 10TH FLOORSYRACUSE, NY, 13202, United States
CRD 282235
Filing source
Form ADV 1570248 · Nov 3, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.