SourcingSourcing

DOUBLELINE CAPITAL LP

C40
CRD 152606·SEC 801-70942·TAMPA, FL
AUM
$93.32B
$1B+
Est. Revenue
$933.2M
@ 1% on AUM
Est. EBITDA
$280.0M
@ 30% margin
Est. Deal Value
$2.24B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DOUBLELINE CAPITAL LP
CRD
152606
SEC file #
801-70942
EIN
981348639
DBA names
—

Economics

AUM
$93.32B
AUM band
$1B+
AUM trajectory
'20'26
$120.04B → $93.32B▼ -22%
Client mix
Pooled Investment Vehicles27
Investment Companies26
Pension Profit Sharing Plans15
State Or Municipal Govt14
Charitable Organizations6

Operations

Employees (total)
258
Advisory staff (per ADV)
89
Advisory staff (5-yr trend)
'20'26
93 advisors → 89 advisors▼ -4%
Primary office
TAMPA FL
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonmedium confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
twitter.com/dlinefunds(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DOUBLELINE MANAGEMENT LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
15
Control Persons
DOUBLELINE MANAGEMENT LP
CHASE, HENRY, VANN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:doubleline.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
26
Form 5500 Total Compensation
11,380,784
Form 5500 Compensation Trajectory 3y
202511,380,784
20260
Form 5500 Plan Count Trajectory 3y
202524
20262
Schedule C Total Compensation
11,380,784
Schedule C Service Provider Rows
26

SEC EDGAR

Edgar Cik
0001712845
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2017-07-28
Edgar Last Filing Date
2026-02-05
Edgar Form D Count
2
Edgar Form D Offerings
2017-11-162017-11-16 · 0001140361-17-043075
2017-07-282017-07-28 · 0001140361-17-029044

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Bny Mellon1
Full
State Street20
Bny Mellon15
E*trade4
Goldman Sachs2
Northern Trust2
Edgar Addresses
Mailing
C/O DOUBLELINE CAPITAL LP333 S. GRAND AVE., 18TH FL.LOS ANGELES, CA 90071
Business
C/O DOUBLELINE CAPITAL LP333 S. GRAND AVE., 18TH FL.LOS ANGELES, CA 90071
Edgar EIN
981348639
Edgar Recent Filings
ABS-15G2026-02-05 · 0001193125-26-038924
ABS-15G2025-02-21 · 0001193125-25-031724
Fee Schedule
Bracket Iii47
Bracket Xii38
Bracket V7
Bracket Vi7
Bracket Vii3
Firm Has Custody
Yes
Mailing Office Differs
Yes
Trust Company Affiliate
Yes

People (13)

13
CHASE, HENRY, VANN
Executive Officer · 2.5%
6120395
ELAM, JOAN, LYNEA
Executive Officer · 2.5%
2102330
GUIA, YOUSE, ENRIQUE
Executive Officer · 2.5%
4219699
GUNDLACH, JEFFREY, EDWARD
Executive Officer · 2.5%
5743631
KINGERY, JONATHAN, DANIEL
Executive Officer · 2.5%
2768715
LARISCY, EARL, ALLAN
Executive Officer · 2.5%
5819564
MOORE, CASEY, LEE
Executive Officer · 2.5%
6037356
REDELL, RONALD, ROBERT
Executive Officer · 2.5%
2426944
SANTA ANA III, CRIS
Executive Officer · 2.5%
5743633
SHERMAN, JEFFREY, JOHN
Executive Officer · 2.5%
5757585
TOWNZEN, PATRICK, AARON
Executive Officer · 2.5%
4232798
VAN EVERY, BARBARA, RUTH
Executive Officer · 2.5%
5743635
Zaidi, Ali, Abbas
Executive Officer · 2.5%
8245611