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Doubleline Capital

SEC-registered adviser since 2009Tampa, FLCRD 152606

$93.3B
AUM
102
Clients
See fees
Fee
89
Advisory staff

From Form ADV filed 31 March 2026 · data retrieved 15 October 2026SEC record

Doubleline Capital is an investment adviser headquartered in Tampa, Florida, and registered with the SEC since 2009. Its clients include investment companies, pooled investment vehicles and state or municipal government entities. High-net-worth individuals account for 1% of its regulatory assets under management.

Its services include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions. Fee arrangements include a percentage of assets under management, fixed fees and performance-based fees. Doubleline Management LP owns 75% or more of Doubleline Capital, and Jeffrey Gundlach is its CEO.

Clients

Doubleline Capital serves 102 clients, 27 of them pooled investment vehicles. The average client has about $915 million with the firm, and high-net-worth clients hold 1% of its $93.3 billion in assets.

Regulatory assets by client type
  • Investment companies26 clients71%
  • Pooled investment vehicles27 clients8%
  • Pension and profit-sharing plans15 clients4%
  • Charitable organizations6 clients2%
  • State or municipal government entities14 clients8%
  • OtherCorporations and other businesses, High-net-worth individuals, Banking or thrift institutions, Insurance companies, Sovereign wealth funds and foreign official institutions7%
Show client breakdown
High-net-worth individuals
Clients
4
Regulatory AUM
$514,134,733
Share
0.6%
Avg. per client
$128.5M
Banking or thrift institutions
Clients
2
Regulatory AUM
$986,620,782
Share
1.1%
Avg. per client
$493.3M
Investment companies
Clients
26
Regulatory AUM
$65,937,506,913
Share
70.7%
Avg. per client
$2.54B
Pooled investment vehicles
Clients
27
Regulatory AUM
$7,820,675,845
Share
8.4%
Avg. per client
$289.7M
Pension and profit-sharing plans
Clients
15
Regulatory AUM
$3,681,318,516
Share
3.9%
Avg. per client
$245.4M
Charitable organizations
Clients
6
Regulatory AUM
$2,218,987,751
Share
2.4%
Avg. per client
$369.8M
State or municipal government entities
Clients
14
Regulatory AUM
$7,445,984,240
Share
8.0%
Avg. per client
$531.9M
Insurance companies
Clients
4
Regulatory AUM
$1,587,872,123
Share
1.7%
Avg. per client
$397.0M
Sovereign wealth funds and foreign official institutions
Clients
1
Regulatory AUM
$1,094,493,674
Share
1.2%
Avg. per client
$1.09B
Corporations and other businesses
Clients
3
Regulatory AUM
$2,034,195,475
Share
2.2%
Avg. per client
$678.1M

Total

Clients
102
Regulatory AUM
$93,321,790,052
Share
100%
Avg. per client
$914.9M

What it does

Doubleline Capital provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, fixed fees and performance-based fees.

Doubleline Capital provided financial planning to 0 clients last fiscal year and advises 8 private funds.

100.0% of assets ($93.32B across 133 accounts) are managed with discretion. 14% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end

The filed percentages total 105%. The values below are shown as filed.

U.S. government/agency bonds
47%
Sovereign bonds
7%
Investment grade corporate bonds
7%
Non-investment grade corporate bonds
3%
Cash and cash equivalents
3%
Other (Assets That in Our Reasonable View Did Not Appear to Fit Into the Categories Listed Above Were Categorized As "other." These Include Non-Agency RMBS and CMBS, Asset-Backed Securities, Clos, and Bank Loans.)
38%

Custodians

Doubleline Capital’s client accounts are held mainly at The Northern Trust, with 19% of managed assets, and The Bank of New York Mellon, with 19%. Doubleline Capital has custody of $450.3M for 3 clients.

Managed account assets by custodian
  • The Bank of New York MellonThe Bank of New York Mellon · New York, NY · $17.55B19%
  • J.P. MorganJP Morgan Chase Bank, N.A. · New York, NY · $1.47B2%
  • The Northern TrustThe Northern Trust Company · Chicago, IL · $18.09B19%
  • State Street Bank and TrustState Street Bank and Trust Company · Boston, MA · $8.96B10%
  • All other custodians$47.25B51%

Ownership and leadership

Doubleline Management LP owns 75% or more of Doubleline Capital, and Jeffrey Gundlach is its CEO.

Who owns the firm
Doubleline Capital LP· the adviser

  • Doubleline Management LP

    Control person · since May 2023

    Owns 75% or more of Doubleline Capital LP

Leadership

  • Jeffrey Gundlach
    Chief Executive Officer; Chief Investment Officer; Director; Executive Committee Member
  • Ronald Redell
    President; Executive Committee Member
  • Henry Chase
    Chief Financial Officer; Executive Committee Member
  • Patrick Townzen
    Chief Operating Officer; Executive Committee Member
  • Youse Guia
    Chief Compliance Officer; Executive Committee Member
  • Joan Elam
    Chief Human Resources Officer; Executive Committee Member
  • Jonathan Kingery
    Chief Distribution Officer; Executive Committee Member
  • Earl Lariscy
    General Counsel; Executive Committee Member
  • Casey Moore
    Chief Technology Officer; Executive Committee Member
  • Cris Santa Ana III
    Chief Risk Officer; Executive Committee Member
  • Jeffrey Sherman
    Deputy Chief Investment Officer; Executive Committee Member
  • Barbara Van Every
    Chief Marketing Officer; Executive Committee Member
  • Ali Zaidi
    Chief International Client Business Officer; Executive Committee Member

Staff

  • 258 employees
  • 89 in advisory functions
  • 38 broker-dealer reps

Fees

Doubleline Capital is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.

Doubleline Capital’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Doubleline Capital has 1 office, with 2 listed addresses across 2 states.

Listed office addresses by state

Florida · 1 listed address

  • 2002 N. Tampa Street, 2nd Floor, TampaHQ

Other business names

Doubleline Capital has reported 1 other business name to the SEC.

  • Doubleline

Registration details

Legal name
Doubleline Capital LP
Headquarters
2002 N. Tampa Street, 2nd Floor, Tampa, FL 33602
Phone
813-791-7333
Website
www.doubleline.com
SEC file
801-70942
Structure
Delaware limited partnership
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Doubleline Capital have?

Doubleline Capital has 102 clients and manages $93.3 billion for them, as of March 2026. They include 27 pooled investment vehicles, 26 investment companies and 15 pension and profit-sharing plans.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026

What services does Doubleline Capital offer?

Doubleline Capital provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Doubleline Capital use?

Doubleline Capital’s separately managed account assets are held at The Northern Trust Company (Chicago, IL), with $18,094,067,706, The Bank of New York Mellon (New York, NY), with $17,549,295,210, State Street Bank and Trust Company (Boston, MA), with $8,955,923,109 and JP Morgan Chase Bank, N.A. (New York, NY), with $1,473,282,504. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026

How many financial advisors does Doubleline Capital have?

Doubleline Capital has 0 investment adviser representatives registered with state securities authorities, out of 258 employees, and 89 perform investment advisory functions. 38 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Doubleline Capital invest in?

At the end of its last fiscal year, Doubleline Capital’s separately managed accounts held 47% U.S. government and agency bonds, 38% assets that in our reasonable view did not appear to fit into the categories listed above were categorized as "other." these include non-agency rmbs and cmbs, asset-backed securities, clos, and bank loans., 7% sovereign bonds, 7% investment grade corporate bonds, 3% high-yield corporate bonds and 3% cash and equivalents. It advises 8 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Doubleline Capital?

Doubleline Capital is owned through a holding company by Jeffrey Gundlach. Its direct owner is Doubleline Management LP (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026

How does Doubleline Capital get paid?

Doubleline Capital is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 31 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 152606.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Doubleline Capital LP and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.