Disciplined Portfolio Solutions LLC
● SEC registered since 2012CRD 160072SEC# 801-74471
Reg. AUM
$230.7M
Employees
1
Accounts
59
Location
—
Disciplined Portfolio Solutions LLC assets under management
Disciplined Portfolio Solutions LLC is an SEC-registered investment adviser. The firm has been registered since 2012. It reports $230.7 million in regulatory assets under management and employs 1 people.
Disciplined Portfolio Solutions LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Philip (none) Sparacino Control | Managing Member/Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Disciplined Portfolio Solutions LLC manage?
Disciplined Portfolio Solutions LLC reports $230.7 million in regulatory assets under management on its Form ADV.
How many employees does Disciplined Portfolio Solutions LLC have?
Disciplined Portfolio Solutions LLC reports 1 employees.
Does Disciplined Portfolio Solutions LLC disclose fund performance?
Disciplined Portfolio Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 631-486-9200 |
| Fax | 631-486-9203 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$230.7M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$230.7Mregulatory AUM
Discretionary $31.9MNon-discretionary $198.9M