Investment adviser · CRD 135096

DISCIPLINED CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

SYRACUSE, NY, United States · Form ADV filed Dec 9, 2015

Regulatory AUM
$420M
Form ADV · Item 5.F
Client accounts
28
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Dec 9, 2015. View historical filings

Reported services

Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

101 SOUTH SALINA ST, SUITE 750
SYRACUSE, NY, 13202, United States

CRD 135096

Filing source

Form ADV 960609 · Dec 9, 2015 · 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.