Disciplina Capital Management LLC
Disciplina Capital Management LLC is an independent, employee-owned Outsourced Chief Investment Officer (OCIO) and investment adviser headquartered in Nashville, Tennessee. Founded in 2013, the firm specializes in serving small and mid-sized resource-constrained institutional investors, such as university endowments and charitable foundations, aiming to maximize investment performance and provide tailored solutions through access to a global investment network. Disciplina is recognized for its commitment to diversity and inclusion, being a certified MWBE and led by Matthew Wright, the first African American to both manage a billion-dollar college endowment and start an OCIO firm. As of mid-2025, the firm manages approximately $2.4 billion in assets and employs a diverse team of about 12 professionals.
Investment Strategy
Disciplina Capital Management employs a proactive OCIO model designed for small and mid-sized institutional clients, providing investment scale and access to a broad network of high-quality traditional and alternative asset managers, including diverse and emerging managers unavailable to large institutions. The team leverages extensive experience from multi-billion-dollar endowments to build tailored portfolios and monitor managers, with roughly 25% of AUM allocated to women, minority, and veteran-owned firms. Their strategy prioritizes diversity, inclusion, and the 'Disciplina Multiplier Effect', investing not only for returns but to compound impact in diverse communities through asset allocation.
Top Holdings
Equity Positions (62)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | iShares Core US Aggregate Bond | 23.92% | $189.3M | 1,907,915 | $100.94 | $99.20 | -$18.3M |
I ITOT | iShares Total US Stock Market | 19.63% | $155.3M | 1,150,349 | $123.30 | $135.04 | +$45.1M |
T TLT | iShares 20 Year Treasury Bond | 8.16% | $64.6M | 731,687 | $95.94 | $88.25 | +$3.6M |
I IEFA | iShares Core MSCI EAFE | 7.07% | $56.0M | 670,333 | $77.58 | $83.48 | +$13.9M |
A AVUS | Avantis US Equity | 5.15% | $40.7M | 404,131 | $85.93 | $100.82 | +$3.7M |