{ "crd_number": 152606, "slug": "doubleline-capital-lp-tampa-fl-152606", "primary_business_name": "DOUBLELINE CAPITAL LP", "legal_name": "DOUBLELINE CAPITAL LP", "dbas": [ "DOUBLELINE" ], "city": "Tampa", "state": "FL", "country": "United States", "cbsa_code": "45300", "metro": { "cbsa_code": "45300", "common_name": "Tampa", "msa_name": "Tampa-St. Petersburg-Clearwater, FL", "path": "/advisors/fl/tampa" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2009-12-23", "years_registered": 16, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 93321790052.0, "raum_discretionary": 93321790052.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 258, "advisory_employees": 89, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 2218987751.0, "count": 6 }, "individuals": { "raum": 0.0, "count": 0, "fewer_than_5": true }, "banking_thrift": { "raum": 986620782.0, "count": 2, "fewer_than_5": true }, "state_municipal": { "raum": 7445984240.0, "count": 14 }, "insurance_companies": { "raum": 1587872123.0, "count": 4 }, "investment_companies": { "raum": 65937506913.0, "count": 26 }, "pension_profit_sharing": { "raum": 3681318516.0, "count": 15 }, "other_investment_advisers": { "raum": 0.0, "count": 0, "fewer_than_5": true }, "high_net_worth_individuals": { "raum": 514134733.0, "count": 4, "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 7820675845.0, "count": 27 }, "corporations_other_businesses": { "raum": 2034195475.0, "count": 3 }, "business_development_companies": { "raum": 0.0, "count": 0 }, "sovereign_wealth_foreign_official": { "raum": 1094493674.0, "count": 1, "fewer_than_5": true } }, "compensation_types": [ "fixed", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_investment_companies", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "DE", "FL", "GA", "HI", "IL", "LA", "MA", "MD", "NC", "NH", "NY", "OH", "PA", "TX", "VA" ], "websites": [ "https://doubleline.com", "https://facebook.com/PEOPLE/DOUBLELINE-CAPITAL/61562656210761", "https://linkedin.com/COMPANY/DOUBLELINE-CAPITAL", "https://twitter.com/DLINECAP", "https://twitter.com/DLINECHANNEL11", "https://twitter.com/DLINEFUNDS", "https://twitter.com/DLINEMINUTES", "https://twitter.com/SHERMANSHOWPOD", "https://youtube.com/C/DOUBLELINECAPITAL", "https://youtube.com/DOUBLELINEFUNDS" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152606", "city_as_filed": "TAMPA", "url": "https://advisorcensus.com/firm/doubleline-capital-lp-tampa-fl-152606", "display_name": "Doubleline Capital LP", "summary": "Doubleline Capital LP is an SEC-registered investment advisory firm in Tampa, FL, registered since 2009, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Doubleline Capital LP (CRD 152606): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for investment companies (and business development companies)", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Doubleline Capital LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Doubleline Capital LP reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Doubleline Capital LP located?", "a": "Doubleline Capital LP's principal office is in Tampa, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Doubleline Capital LP registered with the SEC or a state?", "a": "Doubleline Capital LP is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 152606." }, { "q": "How much does Doubleline Capital LP manage?", "a": "Doubleline Capital LP reports $93,321,790,052 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Doubleline Capital LP's assets and staff changed since 2021?", "a": "In the Form ADV data for Doubleline Capital LP: Regulatory assets under management: $135,909,261,471 in the October 2021 data and $93,321,790,052 in the October 2026 data, down 31%. Total employees: 280 in October 2021 and 258 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Doubleline Capital LP serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (27); investment companies (26); pension and profit sharing plans (but not the plan participants or government pension plans) (15)." }, { "q": "Which custodians does Doubleline Capital LP use?", "a": "Doubleline Capital LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, JP Morgan Chase Bank, Northern Trust and State Street Bank and Trust Company as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Doubleline Capital LP report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152606" }, { "q": "What changed in Doubleline Capital LP's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 90 to 89. Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 135909261471.0, "total_employees": 280, "filing_date": "2021-03-30" }, { "period": "2022-10-01", "regulatory_assets_under_management": 133887255413.0, "total_employees": 286, "filing_date": "2022-03-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 91220415301.0, "total_employees": 284, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 92968371160.0, "total_employees": 264, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 90075328282.0, "total_employees": 264, "filing_date": "2025-04-11" }, { "period": "2026-10-01", "regulatory_assets_under_management": 93321790052.0, "total_employees": 258, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 90 to 89.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "BNY Mellon", "name_as_filed": "BNY MELLON", "affiliated": false }, { "name": "JP Morgan Chase Bank", "name_as_filed": "JP MORGAN CHASE BANK", "affiliated": false }, { "name": "Northern Trust", "name_as_filed": "NORTHERN TRUST", "affiliated": false }, { "name": "State Street Bank and Trust Company", "name_as_filed": "STATE STREET BANK AND TRUST COMPANY", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/doubleline-capital-lp-tampa-fl-152606.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 0, "fewer_than_5": true, "raum": 0.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 4, "fewer_than_5": true, "raum": 514134733.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 2, "fewer_than_5": true, "raum": 986620782.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 26, "fewer_than_5": false, "raum": 65937506913.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 27, "fewer_than_5": false, "raum": 7820675845.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 15, "fewer_than_5": false, "raum": 3681318516.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 6, "fewer_than_5": false, "raum": 2218987751.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 14, "fewer_than_5": false, "raum": 7445984240.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 0, "fewer_than_5": true, "raum": 0.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 4, "fewer_than_5": false, "raum": 1587872123.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 1, "fewer_than_5": true, "raum": 1094493674.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 3, "fewer_than_5": false, "raum": 2034195475.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152606", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }