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 registered as an SEC adviser since 2014 that operates as a hedge fund and acts in commodity pool operator/commodity trading adviser (CPO/CTA) capacities. The firm provides portfolio management for pooled investment vehicles and for businesses or institutional clients, and it serves an institutional client base rather than retail individuals. Its commercial model combines percentage-of-AUM and performance-based fees. Discerene functions as a sponsor/GP and managing member of pooled vehicles it advises. The firm is not positioned as a capital allocator, is not an active ESG investor, and does not present itself as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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
  • Soo Tan

    Soo Tan

    President and Portfolio ManagerCRD 5741585

  • Apostolos Apostolopoulos

    Limited PartnerCRD 6930100

  • James Rump

    James Rump

    PartnerCRD 4975538

Unlock 1 more contacts

Wealth teams

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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