Discerene Group LP

Fee-Only (% of Portfolio)

Discerene Group LP is a registered investment advisor founded in 2010 and based in Stamford, Connecticut. The firm manages billions of dollars in assets through private investment funds and separately managed accounts for institutional and high-net-worth clients. Discerene employs a bottom-up fundamental valuation approach, utilizing either long-short or long-only global equity investment strategies depending on the specific client mandate. The firm focuses on achieving long-term capital appreciation by investing in securities globally, including U.S. and international markets, while also maintaining the ability to take short positions or invest in structured finance products when appropriate.

Assets Under Management$2.5B
Clients10
AdvisorsN/A
Avg. per Client$250M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Management fees generally range from 0.00% to 0.75% annualized, vary by fund class, and are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

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No advisors found for this firm.
Discerene Group LP - Fees, AUM & Advisors | TrueAdvisor