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 3
Craig Covington
President, Chief Due Diligence OfficerCRD 4232546

Joseph Michaletz
CEO & PrincipalCRD 1327534

Ernest Strauss
Chief Compliance OfficerCRD 4660664
Contacts
2 of 2
Lauren 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
Similar firms
Capital Investment Advisors, LLC
RIAAtlanta, GA
Openarc Corporate Advisory, LLC
RIAAtlanta, GA
Osaic Advisory Services, LLC
RIAAtlanta, GA
LCG Associates, Inc.
RIAAtlanta, GA
Holbrook Holdings, Inc.
RIAAtlanta, GA
Mccormack Financial Planning Inc.
RIAAtlanta, GA