Doubleline Alternatives Lp
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Overview
Doubleline Alternatives Lp is a financial advisor firm located in Tampa, Florida. The firm oversees $4.7 billion in assets under management throughout nine accounts, making it one of the biggest firms in the nation by assets under management (AUM). The firm has a large team, including 9 financial advisors. Doubleline Alternatives Lp is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like bonds, options and stocks.
Doubleline Alternatives Lp oversees all of its client assets in a discretionary manner. Discretionary management is a structure in which buy and sell decisions for the client's account are made by an investment advisor without needing to seek the client's authorization. The advisory firm administers an average of $520.1 million in assets for each client account. The typical financial advisor at Doubleline Alternatives Lp oversees around one client account, placing it among the most individualized advisor firms in the country.
The company's main office is located at 2002 N. Tampa Street, Tampa, Florida 33602. It is registered to provide services to investors across 2 states, including California and Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Doubleline Alternatives Lp by the Numbers
$4.7 billion
181
9
$520.1 million
Fee Structure
Fees for financial management usually vary depending on which services the firm provides the client. However, fees billed by the firm typically consist of the following fee type: asset-based. The company does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with high net worth investors, investment companies and pooled investment vehicles. Out of its nine customers, Doubleline Alternatives Lp's biggest client group is pooled investment vehicles, although it also serves one high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). About 44% of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 11.11%
- Other Individuals - 0%
- Corporations - 88.89%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Doubleline Alternatives Lp does not have any disclosures.
Please visit its Form ADV for more details.
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