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Building 2DISCIPLINED ALPHA LLC

Map pinBOSTON, MA
Phone857-350-3958
NotebookSEC #801-77808
Total AUM
$36.9M
Employees
3
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE MARINA PARK DRIVE
SUITE 1410
BOSTON
MA 02210
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
857-350-3958
Other Offices
1

ReceiptFinancials

Total AUM
$36.9M
Accounts
3
Discretionary
$36.9M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$33.8M
Pooled Vehicle Clients
2
AUM
$3.1M
Other Clients
1
AUM
$38.7K
Description of Other Clients
SEPARTELY MANAGED ACCOUNT

Briefcase businessServices

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Services Offered
Company Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
SEPARATELY MANAGED ACCOUNT
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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