DISCIPLINED ALPHA LLC
B52
CRD 167254·SEC 801-77808·BOSTON, MA
AUM
$36.9M
$25M-$100M
Est. Revenue
$369K
@ 1% on AUM
Est. EBITDA
$111K
@ 30% margin
Est. Deal Value
$887K
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $98.7M
'21 · $101.6M
'22 · $96.3M
'23 · $139.2M
'25 · $33.6M
'26 · $36.9M
'20'26
$98.7M → $36.9M▼ -63%
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 3 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 3 advisors
'26 · 3 advisors
'20'26
3 advisors → 3 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesOther Advisory Services
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2019-03-292019-03-29 · 0001709496-19-000003
2018-03-302018-03-30 · 0001652868-18-000003
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
C/O DISCIPLINED ALPHA LLC50 ROWES WHARF, SUITE 512BOSTON, MA 02110
Business
C/O DISCIPLINED ALPHA LLC50 ROWES WHARF, SUITE 512BOSTON, MA 02110
Edgar Recent Filings
D/A2019-03-29 · 0001709496-19-000003
D/A2018-03-30 · 0001652868-18-000003