Disciplined Alpha LLC
Disciplined Alpha LLC is an SEC-registered asset manager in Boston, MA with $36.9M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Disciplined Alpha LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167254, SEC 801-77808, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $36.9M (2026-03-31)
- Firm type
- Asset Manager
- Location
- Boston, MA
- Employees
- 3
- Clients
- 3
- CRD
- 167254
- Ownership
- SHEA, KEVIN, WILLIAM
How much AUM does Disciplined Alpha LLC have?
Disciplined Alpha LLC reported $36.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Disciplined Alpha LLC?
Disclosed owners and executives of Disciplined Alpha LLC include SHEA, KEVIN, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.