2002 N. Tampa Street
2nd Floor
Tampa, Florida 33602
Tel: 813-791-7333
DOUBLELINE CAPITAL LP, formally registered with the SEC as DOUBLELINE CAPITAL LP. The firm was established in 12/23/2009. They have over 3 offices throughout the country.
DOUBLELINE CAPITAL LP is a Tampa, Florida based Financial Planning firm with nearly $92,968,371,160 assets under management, offering retirement planning & investment advisory services to 146 clients. The firm is staffed with 264 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 152606 |
SEC# | 801-70942 |
Assets Managed by Firm | $92,968,371,160 |
No. of Clients | 146 |
No. of Advisors | 264 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 146 | $92,968,371,160 |
High net worth individuals | 5 | $414,304,844 |
Pension and profit sharing plans | 18 | $4,339,091,812 |
Charitable organizations | 7 | $1,492,544,999 |
Corporations or other businesses | 5 | $1,750,395,180 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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