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 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
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 1JEFFREY 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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