Doubleline Equity LP (Glendale)

Name: Doubleline Equity LP
Address: 505 North Brand Boulevard, Glendale, CA, 91203
Telephone: 213-633-8200

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.

Doubleline Equity: assets under management

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 firm manages $92.73 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30.91 million each.

Fees & Commissions

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.

What kind of clients R. Brendt Stallings serves?

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.

Careers at Doubleline Equity LP

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Doubleline Holdings Lp	Limited partner	1 Jan 2013	50% - 75%	46-1310867
Doubleline Capital Gp Llc	General partner	1 Jan 2013	Other	61-1609044
Jeffrey E. Gundlach	Chief executive officer/chief investment officer/member, executive committee	1 Jan 2013	Other	5743631
Henry Vann Chase	Chief financial officer/member, executive committee	1 Jan 2013	Other	6120395
Keith Thomas Kirk	Chief compliance officer/member, executive committee	1 Jan 2013	Other	3085490
Louis Charles Lucido	Chief operating officer/member, executive committee	1 Jan 2013	Other	1452865
Earl A Lariscy	Member, executive committee	1 Jan 2013	Other	5819564
Philip Alan Barach	Member, executive committee	1 Jan 2013	Other	2759255
Joseph John Galligan	Member, executive committee	1 Jan 2013	Other	1019882
Ronald Robert Redell	Member, executive committee	1 Jan 2013	Other	2426944
Cris Santa Ana Iii	Member, executive committee	1 Jan 2013	Other	5743633
Ignacio Elpidio Sosa	Member, executive committee	1 Jan 2013	Other	2214505
Barbara Van Every	Member, executive committee	1 Jan 2013	Other	5743635
Casey Moore	Member, executive committee	1 Jan 2013	Other	6037356
Jeffrey Edward Gundlach	Executive committee	1 Jan 2013	Other	5743631
Earl Allan Lariscy	Executive committee	1 Jan 2013	Other	5819564
Barbara Ruth Van Every	Executive committee	1 Jan 2013	Other	5743635
Casey Lee Moore	Executive committee	1 Jan 2013	Other	6037356
Husam Nazer	Limited partner	1 Jan 2013	Other	6159168
R. Brendt Stallings	Limited partner	1 Jan 2013	Other	6159169
R. Brendt Stallings	President/limited partner/member, executive committee	1 Jul 2014	25% - 50%	6159169
Doubleline Eit Llc	Limited partner	1 Mar 2015	25% - 50%	81-2584476
Mark Wayne Christensen	Executive committee	1 Jul 2015	Other	6626790
Jeffrey John Sherman	Executive committee	1 Apr 2016	Other	5757585
Adam Daniel Rossetti	Chief compliance officer	1 Aug 2017	Other	6509121
Youse E Guia	Chief compliance officer, executive committee	1 Mar 2018	Other	4219699
Leticia Ann Acosta	Executive committee	1 Mar 2018	Other	5687931
Patrick Aaron Townzen	Executive committee	1 Mar 2018	Other	4232798

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Earl Allan Lariscy	Member	1 Mar 2015	25% - 50%	5819564
Henry Vann Chase	Member	1 Mar 2015	25% - 50%	6120395
Ronald Robert Redell	Member	1 Mar 2015	25% - 50%	2426944
Rhe Group Llc	General partner	1 Mar 2016	25% - 50%	47-3152167

Based in Glendale

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.