Discerene Value Advisors LLC (Stamford)

Discerene Value Advisors LLC is a large advisory firm based in Stamford. It manages $222.72 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Connecticut.

Discerene Value Advisors 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 Value Advisors: assets under management

The assets under management (AUM) of Discerene Value Advisors LLC is $222.72 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 538% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $222.72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $37.12 million each.

Discerene Value Advisors has custody of $91.17 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Discerene Value Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Discerene Value Advisors LLC

Soo Chuen Tan has been acting as President since 1 Aug 2014. Discerene Holdings Inc. joined the executive team most recently as the General Partner Of Discerene Group Lp.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Soo Chuen Tan	Chief compliance officer	1 May 2010	75% - 100%	5741585
Jeremy Lee Standrod	Chief compliance officer	1 Mar 2011	Other	4643874
Brian Robert Lipira	Chief operating officer, chief compliance officer	1 Jul 2014	Other	4543059
Soo Chuen Tan	President	1 Aug 2014	75% - 100%	5741585
Discerene Holdings Inc.	General partner of discerene group lp	1 Aug 2014	Other	47-1450946

Based in Stamford

The principal office where Discerene Value Advisors LLC performs its advisory services is located at 2777 Summer St., Stamford, CT 06905, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.