Doubleline Alternatives LP

RIASEC Registered
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
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM
Client types
  • Investment Companies95.06%
  • Pooled Investment Vehicles4.34%
  • HNWI0.6%

Firm profile

FINTRX

Overview

Doubleline Alternatives LP is positioned as an institutional registered investment adviser that focuses on alternative strategies and credit-oriented investments. Its client base includes both high-net-worth individuals and families as well as institutional clients. The firm charges fees as a percentage of assets under management and is organized as a combination of a domestic entity and individual ownership. The firm is registered to operate as a commodity pool operator or commodity trading advisor, which suggests it runs or advises pooled vehicles or commodity strategies in addition to traditional advisory services. It identifies as an active ESG investor, indicating environmental, social, or governance considerations factor into its investment or manager-selection process. The adviser is not structured as a multi-state adviser and is not designated as a capital allocator.

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

    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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth