Discerene Group Lp (Stamford)

Discerene Group LP is a large advisory firm based in Stamford. It manages $883.49 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Connecticut.

Discerene Group provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Discerene Group: assets under management

The assets under management (AUM) of Discerene Group LP is $883.49 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 257% since the beginning of its operation, and $133.6 million of the total AUM is attributable to clients outside of the United States.


The firm manages $883.49 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $88.35 million each.

Discerene Group has custody of $453.75 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in cash and cash equivalents the most. They account for 72% of the total AUM. The second-largest asset type is exchange traded securities, which make up 28% of the firm’s portfolio.

Robert Thorne

Robert Thorne

Automotive & Future Transportation Editor

Robert Thorne covers electric vehicle innovations, autonomous driving systems, global mobility trends, and automotive engineering developments.