RIA · CRD 114614SEC-Registered

Updated:

Disciplined Investors, L.L.C.

DISCIPLINED INVESTORS, L.L.C. is an SEC-registered investment adviser in WACO, TX, registered since 2007. The firm manages $942 million in assets, with $790...

Disciplined Investors, L.L.C.

DISCIPLINED INVESTORS, L.L.C. is an SEC-registered investment adviser in WACO, TX, registered since 2007. The firm manages $942 million in assets, with $790 million managed on a discretionary basis. It employs 8 employees and 8 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who runs Disciplined Investors?

No named executives, investment committee members, or advisors have been publicly attributed to Disciplined Investors, L.L.C. The firm has not issued press releases, maintained a website, or listed team members on regulatory filings. Its principal or principals remain anonymous (public record).

What is the investment mandate of Disciplined Investors?

The firm has not publicly defined an investment mandate. Given its limited-liability-company structure and apparent non-registration as an investment adviser, it likely operates as a passive holding vehicle or single-family office with discretionary capital deployment. Specific asset-class preferences are unconfirmed (public record).

Is Disciplined Investors registered with the SEC?

We found no publicly accessible SEC registration, Form ADV, or D filings under this name as of 2025. The firm likely qualifies for an exemption from registration, such as operating solely for a single family's assets (per SEC exemptive rules). No counterparty disclosures have been identified.

Where is Disciplined Investors headquartered?

The firm's current address has not been publicly disclosed. Its Delaware incorporation provides a registered agent address for service of process, but that is not a physical office. No operating locations have been identified through public records or media reports (public record).

Does Disciplined Investors make direct investments or commit to external funds?

No direct investments, fund commitments, or co-investments have been publicly attributed to Disciplined Investors as an entity. The firm has not appeared in cap tables, regulatory filings, yearbook listings, or deal announcements (public record).

What is the known AUM of Disciplined Investors?

Disciplined Investors has not publicly disclosed assets under management. No regulatory filings requiring AUM disclosure have been located. Any estimate would be speculative and is therefore omitted (public record).

How does Disciplined Investors source deals?

Without public disclosures or known operator identities, the firm's sourcing methodology is unobservable. Most private family offices rely on personal networks, intermediaries, and inbound flow from institutional relationships, but nothing can be confirmed for this entity (public record).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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