Doubleline Equity LP is an investment adviser to an investment company based in Glendale. It manages $92.73 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California and Delaware.
Doubleline Equity provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Doubleline Equity LP is $92.73 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 8648% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Doubleline Equity LP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of R. Brendt Stallings is investment companies with 3 clients and $92.73 million of assets under management. Among the 9 most similar advisory firms, Doubleline Equity has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $92.73 million for 3 clients. None of the firm’s clients are foreign persons or businesses.
Doubleline Equity doesn't advise any private funds.
The company employs 117 people that are either part- or full-time employees. 5 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
R. Brendt Stallings has been acting as President since 1 Jul 2014. Jeffrey E. Gundlach has served as the Chief Investment Officer since 1 Jan 2013. Youse E Guia joined the executive team most recently as the Chief Compliance Officer, Executive Committee.
The principal office where Doubleline Equity LP performs its advisory services is located at 505 North Brand Boulevard, Glendale, CA 91203 The mailing address of the firm is 333 South Grand Avenue, Los Angeles, CA 90071. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 213-633-8200 or by fax 213-633-8397. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at doubleline.com.