Disciplina Capital Management, LLC
Firm details
- Headquarters
- Nashville, Tennessee
- CRD number
- 167295
- Registered since
- April 29, 2019
- Website
- www.disciplina.com
- Custodians
- U.S. BANK, N.A., UBS FINANCIAL SERVICES INC., PRINCIPAL SECURITIES, INC.
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations88.32%
- State / Municipal Government7.19%
- Pension & Profit Sharing Plans3.72%
- HNWI0.72%
- Individuals0.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Disciplina Capital Management, LLC is an institutional registered investment adviser that functions as a capital allocator for institutional clients. Organized as an LLC and registered with the SEC in 2019, the firm charges fees as a percentage of assets under management and conducts portfolio management for individuals/small businesses as well as for businesses and institutions. It also performs selection-of-other-advisers work and operates in a CPO/CTA capacity. The firm does not identify as an active ESG investor. Disciplina’s public-facing positioning centers on managing sizable pooled positions in public funds while allocating to external alternative managers where appropriate. Its client base and account sizes indicate a focus on large institutional relationships rather than retail mass-market service.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Private Funds29%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
Owners & executives
2 of 2
Matthew Wright
President, CIOCRD 1928684
Michael Kirwan
Chief Compliance OfficerCRD 8057450
Contacts
3 of 4
Brant Smith
Founding Partner and Managing DirectorCRD 6238630
Brian Arsenault
Managing Director & PartnerCRD 2542055
Alena Thangaraj
Managing DirectorCRD 6263566
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$1B in ETFs
82%
$825M
18%
$182M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $236M | 2,385,633 | 23.44% |
Location
Nashville, TN
Davidson
Location
Nashville, TN
Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Davidson
- Address
- 21 Platform Way S
- Time zone
- CT (UTC-6)
- Office locations
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