Disciplined Alpha LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 31, 2026, reports $37M in regulatory assets under management, 3 employees, 1 office, and 3 accounts.
Assets Under Management
$37M
Employees
3
Offices
1 office
Total Clients
<5
Primary office
BOSTON, MA
ONE MARINA PARK DRIVE, SUITE 1410, BOSTON, MA, United States
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 50.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
50.0%
2
2
Investment Cos.
25.0%
1
3
SEPARTELY MANAGED ACCOUNT
25.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$37Mas of March 31, 2026
Discretionary100.0%
$37M
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$37M
Total Accounts3
10Y AUM Change$-54M (-59.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee1:1
10Y Employee Change0 (0.0%)
* 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.