Discovery Capital Management, LLC
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
FINTRXOverview
Discovery Capital Management, LLC is a privately held investment manager organized as an LLC and registered with the SEC since 2012. The firm describes itself as a multi-strategy manager with activity across hedge fund and private equity formats and primarily serves institutional clients. It acts as a sponsor and general partner for pooled vehicles, provides portfolio management for those vehicles, and carries CPO/CTA-related business activities. Its client fee model combines a percentage-of-AUM charge with performance-based fees. Discovery is not listed as an active ESG investor and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Michael 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$25.3M in ETFs
85%
$21.5M
0%
$3.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI PERU AND GLOBAL EXPOSURE ETF (EPU) | BlackRock | Passive | Miscellaneous Region | $5.2M | 62,500 | 20.65% |
Location
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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