Discerene Group LP

RIASEC Registered
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 classified as a hedge fund manager, serving institutional clients. It manages portfolios for pooled investment vehicles and for businesses or institutions, and its activities include operating as a commodity pool operator or commodity trading adviser. The firm charges asset-based and performance-based fees and has been registered with the SEC since 2014. The firm is also a sponsor, general partner, or managing member of pooled investment vehicles. Its filings list 10 advised funds, with hedge funds representing the reported fund assets.

Assets & Accounts

Public Holdings

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

Asset composition

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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