Sign in

You're signed outSign in or to get full access.

Disciplina Capital Management LLC

CIK:0001993404
Investment Adviser
$2B AUM
63 holdings
Nashville, TN, US
Founded:2013
12 employees
Latest filing:Jun 30, 2025

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.

Latest 13F Filing Activity

Disciplina Capital Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 62 equity positions with a total 13F market value of $791M. The fund increased holdings in Ishares Total Us Stock Market, Ishares Core Us Reit, Vanguard Total Stock MKT, Etf among other positions. Disciplina Capital Management LLC reduced exposure to Vanguard Real Estate Etf, Ishares Core Us Aggregate Bond, Wisdomtree Floating Rate Treasury among others.

Top Buys
I
ITOTiShares Total US Stock Market
+$45.1M
U
USRTiShares Core US REIT
+$32.0M
V
VTSAXVanguard Total Stock Mkt, ETF
+$19.5M
I
IEFAiShares Core MSCI EAFE
+$13.9M
E
EMLPFirst Trust NA Energy Infrastructure Fund
+$9.7M
Top Sells
V
VNQVANGUARD REAL ESTATE ETF
-$26.7M
A
AGGiShares Core US Aggregate Bond
-$18.3M
U
USFRWisdomTree Floating Rate Treasury
-$5.3M
T
TRGPTARGA RES CORP
-$5.8K
L
LENLENNAR CORP CLASS
-$5.7K

Top Holdings

A
AGGiShares Core US Aggregate Bond
+23.9%$189.3M
I
ITOTiShares Total US Stock Market
+19.6%$155.3M
T
TLTiShares 20 Year Treasury Bond
+8.2%$64.6M
I
IEFAiShares Core MSCI EAFE
+7.1%$56.0M
A
AVUSAvantis US Equity
+5.1%$40.7M

Equity Positions (62)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
iShares Core US Aggregate Bond23.92%$189.3M1,907,915$100.94$99.20-$18.3M
iShares Total US Stock Market19.63%$155.3M1,150,349$123.30$135.04+$45.1M
iShares 20 Year Treasury Bond8.16%$64.6M731,687$95.94$88.25+$3.6M
iShares Core MSCI EAFE7.07%$56.0M670,333$77.58$83.48+$13.9M
Avantis US Equity5.15%$40.7M404,131$85.93$100.82+$3.7M

Industry Allocation

RETAIL-LUMBER & OTHER BUILDING MATERIALS DEALERS
+0.2%
SERVICES-PREPACKAGED SOFTWARE
+0.0%
SEMICONDUCTORS & RELATED DEVICES
+0.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.0%
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
+0.0%

Investment Team (1)

NameRoleLocationLinkedIn
R
Richard Li
Investment AssociateNashville, TN , United States