Doubleline Alternatives LP
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 175212
- Registered since
- April 23, 2015
- Website
- doubleline.com
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies95.06%
- Pooled Investment Vehicles4.34%
- HNWI0.6%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Doubleline Alternatives LP is a limited partnership and SEC-registered institutional RIA (registered in 2015) that provides portfolio management across a mix of client types, including individuals, families and institutional investors. The firm acts in a CPO/CTA capacity and offers advisory services to individuals and small businesses, investment companies, pooled investment vehicles and other institutions. Its fee model is based on a percentage of assets under management. The firm identifies as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds97%
- Cash & Cash Equivalents2%
- Derivatives1%
Owners & executives
1 of 1
Jeffrey Sherman
Deputy Chief Investment OfficerCRD 5757585
Contacts
1 of 1Adam Rossetti
CCOCRD 6509121
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 2002 N Tampa St
- Time zone
- ET (UTC-5)
- Office locations
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