DOUBLELINE CAPITAL LP

RIASEC RegisteredEst. 2009

Total AUM

$93.3B

Discretionary

$93.3B

100% of AUM

Avg account

$702M

Accounts

133

Employees

258

Advisory reps

Firm details

Headquarters: TAMPA, Florida
CRD number: 152606
Registered since: December 23, 2009
Website: doubleline.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Investment Companies70.66%
Pooled Investment Vehicles8.38%
State / Municipal Government7.98%
Pension & Profit Sharing Plans3.94%
Charitable Organizations2.38%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Doubleline Capital LP is a fixed-income-focused investment manager organized as a limited partnership and operating as a hedge fund manager. Registered with the SEC in 2009, the firm serves both high-net-worth individuals and institutional clients and offers a mix of fee arrangements including percentage-of-AUM, fixed fees and performance-based fees. Its advisory activities span portfolio management for individuals and small businesses, investment companies, pooled vehicles and institutions, and it also operates in a CPO/CTA capacity. Investment activity centers on taxable and institutional fixed-income strategies, with a sizable allocation to U.S. government bonds. The firm identifies as an active ESG investor, which suggests ESG integration or engagement is applied to at least some strategies. Doubleline also sponsors and manages private pooled vehicles and maintains hedge fund structures alongside other fund types.