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 a limited partnership that registered with the SEC in 2022 and positions itself as an institutional investment adviser that charges fees as a percentage of assets under management. Its recorded business activity includes acting as a CPO/CTA, and its advisory role is described as portfolio management for investment companies—consistent with an adviser to pooled vehicles such as ETFs. The firm is not classified as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2YOUSE 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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