DISCIPLINE STRATEGIES MANAGEMENT, LP

RIASEC RegisteredEst. 2025
Total AUM
Avg account
$0
Accounts
0
Employees
7
Advisory reps
5

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth