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| DoubleLine Alternatives LP
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|---|---|
| CRD # | 175212 |
| SEC # | 801-88173 |
| CIK # | |
| AUM | $4.7 BB (2024-03-29) |
| Employees | 175 (5% Investors, 11% Brokers) |
| Phone | 813-791-7333 |
| Address | 2002 N Tampa Street Tampa, FL 33602 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | DoubleLine Shiller Enhanced Cape Portfolio A Series of DoubleLine Investment Funds LLC | [2022-03-31] | 115.2 | 130.7 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 4.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 0.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 4.7 |
| By Discretionary | ||
| Discretionary | 8 | 4.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 4.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 4.5 | |
| Total | 8 | 4.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Global Trust Company | 47 | ||
| DoubleLine Investment Funds LLC | 3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Grimes & Company Inc
✚
|
MA | 4.9 |
|
Kingsview Wealth Management LLC
✚
|
OR | 4.8 |
|
Fourth Street Performance Partners Inc
✚
|
KY | 4.8 |
|
IHT Wealth Management LLC
✚
|
IL | 4.8 |
|
Snyder Capital Management LP
✚
|
CA | 4.8 |
|
Stockman Wealth Management Inc
✚
|
MT | 4.8 |
|
Spire Wealth Management LLC
✚
|
VA | 4.8 |
|
Kennedy Capital Management LLC
✚
|
MO | 4.8 |
|
Callan Family Office LLC
✚
|
PA | 4.8 |
|
Alphapoint Inc
✚
|
CA | 4.6 |