AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Georgia / Atlanta / Discipline Strategies Management, LP

Discipline Strategies Management, LP

Atlanta, GASEC-registered investment adviserCRD 336716

Filed as DISCIPLINE STRATEGIES MANAGEMENT, LP

SEC record (IAPD)

Discipline Strategies Management, LP is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

1 year
registered since 2025
$0
assets under management
2 arrangements
Percentage of assets, Performance-based
None
disclosure items (Item 11)

Quick answers

From the filing

How is Discipline Strategies Management, LP compensated?

On its Form ADV (Item 5.E, October 2026), Discipline Strategies Management, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

Where is Discipline Strategies Management, LP located?

Discipline Strategies Management, LP's principal office is in Atlanta, GA, according to its Form ADV.

Is Discipline Strategies Management, LP registered with the SEC or a state?

Discipline Strategies Management, LP is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336716.

How much does Discipline Strategies Management, LP manage?

Discipline Strategies Management, LP reports $0 in regulatory assets under management in its Form ADV filing dated March 20, 2026.

Does Discipline Strategies Management, LP report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336716

Does Discipline Strategies Management, LP state an account minimum?

Its Form ADV Part 2A brochure dated March 20, 2026 says: "The minimum amount of assets ordinarily required to invest in the Fund is $200,000.00, which may be waived."

What changed in Discipline Strategies Management, LP's recent Form ADV filings?

In the December 2025 filing data: Newly registered with the SEC.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Account minimum: $200,000 (the brochure says it may be waived or negotiated)

The brochure's wording
The minimum amount of assets ordinarily required to invest in the Fund is $200,000.00, which may be waived.

As stated in the firm's Form ADV Part 2A brochure dated March 20, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$0

$0 as of October 2026, filing dated March 20, 2026.

Discretionary: $0.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients Fewer than 5 Assets Not reported
High net worth individuals
Clients Fewer than 5 Assets Not reported
Banking or thrift institutions
Clients Fewer than 5 Assets Not reported
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients Fewer than 5 Assets Not reported
Charitable organizations
Clients Fewer than 5 Assets Not reported
State or municipal government entities (including government pension plans)
Clients Fewer than 5 Assets Not reported
Other investment advisers
Clients Fewer than 5 Assets Not reported
Insurance companies
Clients Fewer than 5 Assets Not reported
Sovereign wealth funds and foreign official institutions
Clients Fewer than 5 Assets Not reported
Corporations or other businesses not listed above
Clients Fewer than 5 Assets Not reported

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for pooled investment vehicles (other than investment companies)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2025 (1 year)
Employees
Total: 7. Performing investment advisory functions: 4.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
GA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months
  1. December 2025
    • Newly registered with the SEC.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Not reported.

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Discipline Strategies Management, LP (CRD 336716): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/discipline-strategies-management-lp-atlanta-ga-336716