Provider Profiles
Disciplina Group
| Profile | |
| Business Model/Type§ | OCIO only |
| Year Entered Into OCIO Business | 2013 |
| No. of Relationship Managers/Salespeople | 2 |
| No. of OCIO Portfolio Managers | 5 |
| OCIO % of Total Firm Revenue | 100% |
| No. of Clients, Full Discretion | 14 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $1B |
| Discretionary Assets by Fund Type | |
| Defined Benefit | $12MM |
| 401(k), 403(b), Other DC | |
| Endowments/Foundation | $799MM |
| Health Care | $230MM |
| Other | $11MM |
| Portfolio Construction |
Disciplina Capital Management, LLC is an independent, employee and diverse-owned, investment advisory firm that provides customized multi-asset class and multi-manager solutions exclusively for not-for-profit clients. The firm was founded in 2013 by the former Vice Chancellor for Investments and Chief Investment Officer at Vanderbilt University, Matthew Wright. Disciplina provides customized portfolio solutions for each client through its open architecture platform. Client portfolios are constructed utilizing passive, active and alternative strategies from its proprietary manager data base. |
| § | OCIO only: Open-architecture (no proprietary products used): Investment outsourcing is only business line. |
| OCIO + other: An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business lines. | |
| Implemented consulting: i.e. consulting firm that also has discretion over assigned assets. | |
| Proprietary/non-proprietary: An investment outsourcing platform that offers proprietary products alongside non-proprietary products. |