Discipline Strategies Management, LP

RIASEC Registered
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 a limited partnership that operates as an investment manager for pooled vehicles, with a primary classification as a real estate fund. The firm is registered with the SEC (registered in 2025). Its advisory activity is focused on portfolio management for pooled investment vehicles, and its compensation model combines a percentage-of-AUM fee with performance-based fees. Ownership is listed as a mix of a domestic entity and an individual, and the firm is identified as a related adviser to other entities. Industry affiliations include broker-dealer, other investment adviser, and insurance company relationships. The manager is not described as an active ESG investor and is not reported as a multi-state adviser or pension consultant.

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
  • Joseph Michaletz

    Joseph Michaletz

    CEO & PrincipalCRD 1327534

  • Ernest Strauss

    Ernest Strauss

    Chief Compliance OfficerCRD 4660664

  • Craig Covington

    Craig Covington

    President, Chief Due Diligence OfficerCRD 4232546

Contacts

2 of 2
  • Michael O'toole

    Michael O'toole

    Financial AdvisorCRD 6336251

  • Lauren Adolphson

    Lauren Adolphson

    SVPCRD 6497136

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth