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DOUBLELINE CAPITAL LP
2002 N. Tampa Street
2nd Floor
Tampa, Florida 33602
Tel: 813-791-7333
About DOUBLELINE CAPITAL LP
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| 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 |
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