Doubleline ETF Adviser LP
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 317415
- Registered since
- January 6, 2022
- Website
- doubleline.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Doubleline ETF Adviser LP is an institutional registered investment adviser organized as a limited partnership and registered with the SEC in 2022. The firm focuses on managing investment companies (including ETFs) on a percentage-of-AUM fee basis and serves an institutional client base rather than retail households. Regulatory filings list the firm as a CPO/CTA and as providing portfolio management for investment companies, which signals a business centered on fund management and, potentially, futures/commodity-linked trading strategies. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
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
Owners & executives
2 of 2
Youse Guia
Chief Compliance OfficerCRD 4219699
Jeffrey Sherman
Deputy Chief Investment OfficerCRD 5757585
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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