DISCIPLINED CAPITAL MANAGEMENT LLC
Legal name: DISCIPLINED CAPITAL MANAGEMENT
CRD #282235 SEC #801-107062 SYRACUSE, NY 315-476-8200
SEC Registered
Total AUM
$391.1M
Discretionary
$391.1M
Employees
5
Clients
0
Accounts
88
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2021 | $391.1M | $391.1M | $0 | 5 | 0 |
| Mar 2021 | $391.1M | $391.1M | $0 | 5 | 0 |
| Apr 2020 | $429.9M | $352.5M | $77.4M | 5 | 0 |
| Mar 2019 | $418.9M | $328.8M | $90.1M | 5 | 0 |
| Mar 2018 | $475.3M | $367.5M | $107.8M | 6 | 0 |
| Mar 2017 | $439.5M | $365.6M | $73.9M | 6 | 26 |
| Sep 2016 | $428.3M | $336.4M | $91.9M | 4 | 26 |
| Mar 2016 | $428.3M | $336.4M | $91.9M | 4 | 26 |
| Dec 2015 | $420M | $310.8M | $109.2M | 4 | 26 |
| Dec 2015 | $420M | $310.8M | $109.2M | 4 | 26 |
DateNov 2021
Total AUM$391.1M
Discretionary$391.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$391.1M
Discretionary$391.1M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$429.9M
Discretionary$352.5M
Non-Disc.$77.4M
Employees5
Clients0
DateMar 2019
Total AUM$418.9M
Discretionary$328.8M
Non-Disc.$90.1M
Employees5
Clients0
DateMar 2018
Total AUM$475.3M
Discretionary$367.5M
Non-Disc.$107.8M
Employees6
Clients0
DateMar 2017
Total AUM$439.5M
Discretionary$365.6M
Non-Disc.$73.9M
Employees6
Clients26
DateSep 2016
Total AUM$428.3M
Discretionary$336.4M
Non-Disc.$91.9M
Employees4
Clients26
DateMar 2016
Total AUM$428.3M
Discretionary$336.4M
Non-Disc.$91.9M
Employees4
Clients26
DateDec 2015
Total AUM$420M
Discretionary$310.8M
Non-Disc.$109.2M
Employees4
Clients26
DateDec 2015
Total AUM$420M
Discretionary$310.8M
Non-Disc.$109.2M
Employees4
Clients26