DISCIPLINE STRATEGIES MANAGEMENT, LP
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 336716
- Registered since
- August 28, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Discipline Strategies Management, LP is organized as a limited partnership and is registered as an adviser to pooled investment vehicles, with its SEC registration recorded in 2025. The firm is classified as a real estate fund manager and appears structured to run private funds rather than operate as a traditional multi-client RIA. Ownership is listed as a combination of a domestic entity and an individual, and the firm is identified as a related adviser to other entities. Compensation is via a combination of percentage-of-AUM and performance-based fees. The firm is not flagged as an active ESG investor and does not report multi-state advisory status. Industry affiliations include relationships with a broker-dealer, another investment adviser, and an insurance company, which could reflect distribution, operational, or capital-marketing linkages common for private fund managers.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3CRAIG COVINGTON
President, Chief Due Diligence OfficerCRD 4232546
JOSEPH MICHALETZ
CEO & PrincipalCRD 1327534
ERNEST STRAUSS
Chief Compliance OfficerCRD 4660664
Contacts
2 of 2Lauren Adolphson
SVPCRD 6497136
MICHAEL O'TOOLE
Financial AdvisorCRD 6336251
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
DEKALB
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- DEKALB
- Address
- 2800 Century Pkwy NE
- Time zone
- ET (UTC-5)
- Office locations
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