Disciplined Alpha LLC
● SEC registered since 2013CRD 167254SEC# 801-77808Boston, MA
Ranks #5,901 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$36.9M
Fund GAV
$1.8M
Private funds
1
Employees
3
Accounts
3
Location
Boston, MA
Disciplined Alpha LLC assets under management
Disciplined Alpha LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2013. It reports $36.9 million in regulatory assets under management and employs 3 people. Disciplined Alpha LLC manages 1 private fund with combined gross assets of $1.8 million, including Disciplined Alpha Master Fund, L.P. By regulatory assets, it ranks 5,901 of 6,004 private fund managers.
Disciplined Alpha LLC private funds
1 funds · $1.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Disciplined Alpha Master Fund, L.P. | Hedge | $1.8M | $250K |
Disciplined Alpha LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin William Shea Control | Managing Member/Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Disciplined Alpha LLC manage?
Disciplined Alpha LLC reports $36.9 million in regulatory assets under management on its Form ADV.
How many private funds does Disciplined Alpha LLC manage?
Disciplined Alpha LLC manages 1 private funds with combined gross assets of $1.8 million.
How many employees does Disciplined Alpha LLC have?
Disciplined Alpha LLC reports 3 employees.
Where is Disciplined Alpha LLC located?
Disciplined Alpha LLC is based in Boston, MA and has been SEC-registered since 2013.
Does Disciplined Alpha LLC disclose fund performance?
Disciplined Alpha LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Marina Park Drive, Suite 1410, Boston, MA 02210 |
| Phone | 857-350-3958 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$36.9M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
AUM vs fund managersTop 98%
Larger than 2% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$36.9Mregulatory AUM
Discretionary $36.9M
Service providers
Auditor
Prime broker
Custodian
Administrator