Disciplina Capital Management (DCM) offers investment advice to small and mid-sized institutions and personalized wealth management to high-net-worth individuals. For institutions, DCM provides outsourced chief investment officer (OCIO) services. For individuals, DCM designs and manages customized investment portfolios. DCM may invest client assets in private equity, private debt, real estate funds, hedge funds, and other private investment vehicles.
Assets Under Management$2.4B
Clients19
Advisors3
Avg. per Client$130M
Avg. per Advisor$790M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.83% |
| $10.0M - $15.0M | 0.72% |
| $15.0M - $20.0M | 0.62% |
| $20.0M - $25.0M | 0.54% |
| $25M+ | 0.54% |
Fees negotiable for accounts over $25M.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...