# Discipline Strategies Management, LP

> 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.

- CRD: 336716
- Filed as: DISCIPLINE STRATEGIES MANAGEMENT, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336716
- AdvisorCensus page: https://advisorcensus.com/firm/discipline-strategies-management-lp-atlanta-ga-336716

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

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

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

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

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Discipline Strategies Management, LP (CRD 336716): Form ADV filing data as of October 2026.