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 a limited partnership that operates as an investment manager for pooled vehicles, with a primary classification as a real estate fund. The firm is registered with the SEC (registered in 2025). Its advisory activity is focused on portfolio management for pooled investment vehicles, and its compensation model combines a percentage-of-AUM fee with performance-based fees. Ownership is listed as a mix of a domestic entity and an individual, and the firm is identified as a related adviser to other entities. Industry affiliations include broker-dealer, other investment adviser, and insurance company relationships. The manager is not described as an active ESG investor and is not reported as a multi-state adviser or pension consultant.
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 3
Joseph Michaletz
CEO & PrincipalCRD 1327534

Ernest Strauss
Chief Compliance OfficerCRD 4660664

Craig Covington
President, Chief Due Diligence OfficerCRD 4232546
Contacts
2 of 2Michael O'toole
Financial AdvisorCRD 6336251

Lauren Adolphson
SVPCRD 6497136
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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