DISCOVERY CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$6.7B
Discretionary
$6.7B
100% of AUM
Avg account
$450M
Accounts
15
Employees
36
Advisory reps
4

Firm details

Headquarters
NORWALK, Connecticut
CRD number
161263
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Discovery Capital Management, LLC is a privately held investment manager organized as an LLC and registered with the SEC in 2012. The firm functions as a hedge fund and private equity manager and also identifies as a multifaceted fund sponsor; it serves primarily institutional clients and acts as sponsor, general partner and managing member of pooled vehicles. Its advisory activity centers on portfolio management for pooled investment vehicles, and it operates in capacities consistent with a CPO/CTA. Compensation includes a percentage-of-assets fee schedule combined with performance-based fees. The firm does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

2 of 2
  • MICHAEL GISMONDI

    Chief Operating OfficerCRD 4218232

  • NICHOLAS SQUITIERI

    Chief Financial OfficerCRD 6772195

Contacts

2 of 2
  • ROBERT CITRONE

    Managing MemberCRD 1754773

  • ADAM SCHRECK

    General CounselCRD 6029457

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 13

Active vs passive

$52.3M in ETFs

Passive

100%

$52.3M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES BITCOIN TRUST ETF (IBIT)BlackRockPassiveDigital Assets$24.7M643,72547.32%

Location

Primary office

NORWALK, CT

FAIRFIELD

Location

NORWALK, CT

Headquartered in NORWALK, 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
20 Marshall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth