DISCERENE GROUP LP

RIASEC RegisteredEst. 2014
Total AUM
$2.5B
Discretionary
$2.5B
100% of AUM
Avg account
$211M
Accounts
12
Employees
11
Advisory reps
5

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
154396
Registered since
May 22, 2014
Custodians
BNP PARIBAS SECURITIES CORP., GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles82.37%
  • Corporations / Businesses17.63%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Discerene Group LP is a domestic limited partnership operating as a hedge fund manager and registered with the SEC since 2014. The firm functions as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles and for institutional businesses. Its client base is institutional, and its compensation combines a percentage-of-assets fee with performance-based fees. Discerene acts in sponsor and general partner roles and serves as managing member of pooled vehicles; it does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 84%, Cash & Cash Equivalents 15%, Derivatives 1%84%
  • Exchange Traded Equities84%
  • Cash & Cash Equivalents15%
  • Derivatives1%

Owners & executives

1 of 1
  • JUSTIN WALLENTIN

    Chief Operating Officer and Chief Compliance OfficerCRD 6313259

Contacts

3 of 4
  • APOSTOLOS APOSTOLOPOULOS

    Limited PartnerCRD 6930100

  • SOO TAN

    President and Portfolio ManagerCRD 5741585

  • PRANAY RANJAN

    PartnerCRD 8245141

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
2777 Summer St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth