DISCIPLINED INVESTORS, L.L.C.

Overview

Disciplined Investors, L.L.C. is an independent registered investment adviser formed in 2007 and structured as a limited liability company under individual ownership. The firm’s reported advisory activity centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible and include a percentage of assets under management, hourly charges and fixed fees. Investment implementation leans toward publicly offered pooled vehicles rather than private capital management. The adviser is not flagged as an active ESG investor and is not set up as a capital allocator to managed private funds; its primary client base includes individual and family clients as well as institutional relationships. Portfolios are administered on a mix of discretionary and non‑discretionary mandates, with the firm favoring liquid, fund-based exposures as the core building blocks of client portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices