# Disciplined Equity Management

Disciplined Equity Management is an Asset Manager based in Neptune Beach, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Neptune Beach, United States
- **Region:** North America
- **Address:** Sarasota, FL, United States
- **Founded:** 1993
- **Assets under management:** Undisclosed
- **Website:** disciplinedequity.com

## Regulatory record

- **CRD number:** 129436
- **SEC file number:** 801-62624
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129436

## About

DISCIPLINED EQUITY MANAGEMENT, INC. is an SEC-registered investment adviser in Neptune Beach, FL, since 2004. The firm manages approximately $521 million in assets. It has 4 employees and 2 investment advisers.

## Sectors

- Enterprise Software
- Industrial Tech
- Healthcare Services

## People

- Fred Malek — Founder
- Paul Hondros — President and CEO

## Questions

### Who runs investment decisions at Disciplined Equity Management?

The firm operates as a boutique with a small, centralized team. Founder Fred Malek established the investment philosophy, and day-to-day portfolio management is led by senior investment professionals under the leadership of President and CEO Paul Hondros. The firm has not publicly detailed its current investment committee structure beyond this core group.

### How does Disciplined Equity Management source its investment ideas?

The firm uses primary, bottom-up fundamental research aimed at identifying high-quality growth companies that it can hold for extended periods. The team emphasizes deep analysis of business models, competitive moats, and management quality rather than screening for macro themes or trading on short-term catalysts. Idea generation comes from the team's own research process, not from sell-side flow.

### Does Disciplined Equity Management participate in private investments or only public equities?

Disciplined Equity Management is a long-only public equity manager and does not appear to operate private equity, venture capital, or direct lending vehicles. The firm's disclosures and portfolio strategy are exclusively focused on publicly traded securities.

### What is Disciplined Equity Management's typical holding period?

The firm is known for low portfolio turnover and multi-year holding periods. By concentrating on 15 to 20 names, the strategy is built around the idea that meaningful returns come from owning exceptional businesses for a long time rather than rotating in and out of positions. Specific average holding periods are not publicly disclosed, but the strategy is explicitly designed for patience.

### Is Disciplined Equity Management registered as an investment advisor?

Yes. Disciplined Equity Management, Inc. is registered with the U.S. Securities and Exchange Commission as a registered investment advisor, per public filings. The firm provides separately managed accounts and institutional equity strategies.

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Last updated: 2026-06-03T20:00:00.000Z

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