SourcingSourcing

DISCOVERY CAPITAL MANAGEMENT, LLC

C32
CRD 161263·SEC 801-74047·SOUTH NORWALK, CT
AUM
$6.75B
$1B+
Est. Revenue
$67.5M
@ 1% on AUM
Est. EBITDA
$20.2M
@ 30% margin
Est. Deal Value
$162.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DISCOVERY CAPITAL MANAGEMENT, LLC
CRD
161263
SEC file #
801-74047
EIN
832858719
DBA names
—

Economics

AUM
$6.75B
AUM band
$1B+
AUM trajectory
'20'26
$14.84B → $6.75B▼ -55%
Client mix
Pooled Investment Vehicles15

Operations

Employees (total)
36
Advisory staff (per ADV)
20
Advisory staff (5-yr trend)
'20'26
26 advisors → 20 advisors▼ -23%
Primary office
SOUTH NORWALK CT
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
discoverycapitalmanagement.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DISCOVERY CAPITAL MANAGEMENT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
DISCOVERY CAPITAL MANAGEMENT
CITRONE, ROBERT, KENNETH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DISCOVERYCAPITALMANAGEMENT.COM
Rdap Domain Creation Date
2015-08-07T15:40:51Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001764463
Edgar Registered
Yes
Edgar Filing Count
13
Edgar First Filing Date
2019-01-14
Edgar Last Filing Date
2020-01-30
Edgar Form D Count
13
Edgar Form D Offerings
2020-01-302020-01-30 · 0001213900-20-002107
2020-01-102020-01-10 · 0001213900-20-000713

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street45
Morgan Stanley21
Goldman Sachs12
Jpmorgan6
E*trade4
Edgar Addresses
Mailing
7 WELLS STREETSUITE 302DSARATOGA SPRINGS, NY 12866
Business
7 WELLS STREETSUITE 302DSARATOGA SPRINGS, NY 12866
Edgar EIN
832858719
Edgar Recent Filings
D/A2020-01-30 · 0001213900-20-002107
D/A2020-01-10 · 0001213900-20-000713
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-08-07T15:40:51Z
Rdap Domain Last Changed
2025-07-08T07:45:15Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
CITRONE, ROBERT, KENNETH
Executive Officer · 2.5%
1754773
GISMONDI, MICHAEL, ANTHONY
Executive Officer · 2.5%
4218232
SCHRECK, ADAM, (NMN)
Executive Officer · 2.5%
6029457
SQUITIERI, NICHOLAS, MICHAEL
Executive Officer · 2.5%
6772195