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 formed in 2015 that operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management across a mix of client types. Its clientele includes both high-net-worth individuals and families as well as institutional investors. The firm charges fees based on a percentage of assets under management and reports that environmental, social, and governance (ESG) factors are an active part of its investment approach. Advisory capabilities span separately managed accounts, pooled vehicles and investment companies, and institutional mandates, indicating the firm manages across multiple vehicle types and client structures. The organization is designated as a domestic entity/individual owner type and is not classified under a specific advisory taxonomy in the available filing.

Assets & Accounts

Investments & Alternatives

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

    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