Doubleline Alternatives LP

RIASEC RegisteredEst. 2015
Total AUM
$3.5B
Discretionary
$3.5B
100% of AUM
Avg account
$496M
Accounts
7
Employees
171
Advisory reps
2

Firm details

Headquarters
Tampa, Florida
CRD number
175212
Registered since
April 23, 2015
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 97%, Cash & Cash Equivalents 2%, Derivatives 1%97%
  • US Government Bonds97%
  • Cash & Cash Equivalents2%
  • Derivatives1%

Owners & executives

1 of 1
  • Jeffrey Sherman

    Jeffrey Sherman

    Deputy Chief Investment OfficerCRD 5757585

Contacts

1 of 1
  • Adam Rossetti

    CCOCRD 6509121

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth