Discerene Group LP

RIASEC RegisteredEst. 2014
Total AUM
$2.5B
Discretionary
$2.5B
100% of AUM
Avg account
$211M
Accounts
12
Employees
11
Advisory reps
5

Firm details

Headquarters
Stamford, Connecticut
CRD number
154396
Registered since
May 22, 2014
Custodians
BNP PARIBAS SECURITIES CORP., GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles82.37%
  • Corporations / Businesses17.63%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Discerene Group LP is a limited partnership that operates as a hedge fund manager and registered adviser, set up to run pooled investment vehicles and to provide portfolio management to businesses and institutions. The firm functions in roles consistent with a CPO/CTA and also acts as sponsor, general partner and managing member of its pooled vehicles. Its client base is institutional; the fee model combines a percentage of assets under management with performance-based fees. Discerene does not identify as an active ESG investor and is not designated as a multi-state adviser. It is not structured primarily as a capital allocator (i.e., a fund‑of‑funds manager).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 84%, Cash & Cash Equivalents 15%, Derivatives 1%84%
  • Exchange Traded Equities84%
  • Cash & Cash Equivalents15%
  • Derivatives1%

Owners & executives

1 of 1
  • Justin Wallentin

    Justin Wallentin

    Chief Operating Officer and Chief Compliance OfficerCRD 6313259

Contacts

3 of 4
  • Apostolos Apostolopoulos

    Limited PartnerCRD 6930100

  • Soo Tan

    Soo Tan

    President and Portfolio ManagerCRD 5741585

  • Pranay Ranjan

    PartnerCRD 8245141

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
2777 Summer St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth