DISCERENE GROUP LP

CRD

154396

SEC file #

801-79714

EIN

463859713

DBA names

—

Economics

AUM

$2.53B

AUM band

$1B+

AUM trajectory

'20 · $883.5M

'21 · $1.38B

'22 · $1.46B

'23 · $1.92B

'25 · $2.30B

'26 · $2.53B

'20'26

$883.5M → $2.53B▲ +187%

sec adv history

Client mix

Pooled Investment Vehicles

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 7 advisors

'21 · 8 advisors

'22 · 9 advisors

'23 · 11 advisors

'25 · 11 advisors

'26 · 11 advisors

'20'26

7 advisors → 11 advisors▲ +57%

sec adv history

Primary office

STAMFORD CT

Branches

—

Custodian & Brokerage

Primary custodian

Goldman Sachslow confidence

adv brochure

Services offered

Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

% of AUMPerformance-based fees

Filings

Latest ADV filing

03/30/2026

ADV-W filed at

—

Website

discerene.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

TAN, SOO, CHUEN

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

TAN, SOO, CHUEN

APOSTOLOPOULOS, APOSTOLOS

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

DISCERENE.COM

Rdap Domain Creation Date

2009-09-11T20:09:19Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001591825

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2013-11-15

Edgar Last Filing Date

2025-09-04

Edgar Form D Count

Edgar Form D Offerings

2025-09-042025-09-04 · 0001591825-25-000002

2024-09-062024-09-06 · 0001591825-24-000001

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Goldman Sachs	36
Jpmorgan	18
Northern Trust	16
Wells Fargo	16
Morgan Stanley	14

adv brochure

Edgar Addresses

Mailing

2777 SUMMER STREET, SUITE 301STAMFORD, CT 06905

Business

2777 SUMMER STREET, SUITE 301STAMFORD, CT 06905

Edgar EIN

463859713

Edgar Recent Filings

D/A2025-09-04 · 0001591825-25-000002

D/A2024-09-06 · 0001591825-24-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2030-09-11T20:09:19Z

Rdap Domain Last Changed

2025-09-12T18:37:35Z

Rdap Nameservers

Ns15.domaincontrol.comNs16.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

5741585

Trust Company Affiliate