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DISCIPLINED ALPHA LLC
CRD 167254 · SEC 801-77808
ONE MARINA PARK DRIVE, SUITE 1410, BOSTON, MA, 02210, United States
Phone
857-350-3958
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$36.9M
Discretionary AUM
$36.9M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)SEPARATELY MANAGED ACCOUNT
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $33.8M |
| Pooled investment vehicles | 2 | $3.1M |
States served
MA
All web addresses on file
Official SEC filing: View on IAPD