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DISCIPLINED ALPHA LLC

BOSTON, MA · CRD 167254 · IAPD ↗ · 857-350-3958

$36.9MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2024 — DISCIPLINED ALPHA LLC now reports custody of client assets ($6.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.