Firm profile

DISCERENE GROUP LP

STAMFORD, CTCRD 154396Latest ADV March 30, 2026

Discerene Group LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Stamford, CT. Its latest Form ADV filing, dated March 30, 2026, reports $2.5B in regulatory assets under management, 11 employees, and 12 accounts.

Assets Under Management
$2.5B
Employees
11
Offices
--
Total Clients
10
Primary office
STAMFORD, CT
2777 SUMMER ST., SUITE 301, STAMFORD, CT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOJustin A. Wallentin
COOJustin A. Wallentin

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
10
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.5Bas of March 30, 2026
Discretionary100.0%
$2.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$2.5B
Total Accounts12
10Y AUM Change+$2.1B (+427.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees11
Clients per Employee1:1
10Y Employee Change+5 (+83.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.