DoubleLine Capital LP
advisor17 known aliases resolved via the canonical alias map
Market position · 2024
Plans served19-3 YoYRank #946 of mapped providers
Assets under administration$78.2B0.1%Market share · rank #196
Fees received$7MMedian $0/planSum across Schedule C direct + indirect
Net wins YoY-40 won · 4 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical DoubleLine Capital LP plan look like?
Service mix · median fees per plan
Count of plans where DoubleLine Capital LP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 17 | $135,810 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 2 | $0 | |
Other fees; Other servicesCode 49 | 1 | $0 |
Competitor overlap
Percent of DoubleLine Capital LP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under DoubleLine Capital LP.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under DoubleLine Capital LP; not this year.
| Sponsor | To | Assets |
|---|---|---|
3M COMPANYMN · 410417775-333 | Aon | $12.0B |
BOARD OF TRUSTEES OF THE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYENY · 516120204-001 | Anthem Blue Cross Life and Health Insurance | $1.8B |
3M COMPANYMN · 410417775-013 | Ascensus | $271M |
BOARD OF TRUSTEES OF CENTRAL LABORERS ANNUITY PLANIL · 376052379-002 | Central Laborers Pension Fund | $265M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $2M | 10y | - |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $671,155 | 6y | - |
3M COMPANYMN · 410417775-002 | $8.9B | 25,001 | $1M | 9y | - |
WELLS FARGO & COMPANYMN · 410449260-001 | $8.3B | 165,927 | $892,505 | 8y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 950030749-002 | $6.2B | 108,671 | $1M | 10y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 951810805-001 | $5.9B | 103,919 | $756,361 | 10y | - |
BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUNDNY · 136696817-001 | $2.4B | 48,302 | $135,810 | 8y | - |
DANAHER CORPORATIONDC · 591995548-003 | $1.9B | 21,071 | $186,684 | 10y | - |
THE GOLDMAN SACHS GROUP, INC.NY · 134019460-002 | $905M | 16,824 | $406,812 | 6y | - |
EDWIN L. HEIM COMPANYPA · 231265924-001 | $88M | 231 | $0 | 1y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (17)
Raw Schedule C names collapsed into DoubleLine Capital LP.
- BROWN HAY & STEPHENS
- BROWN HURRAY PLANTZ
- BROWN, HAY & STEPHENS LLP
- BROWN, HAY & STEPHENS, LLP
- DOUBLE LINE
- DOUBLE LINE CAPITAL LP
- DOUBLEINE CAPITAL LP
- DOUBLELINE
- DOUBLELINE CAPITAL
- DOUBLELINE CAPITAL LP
- DOUBLELINE CAPITAL LP 39-1982827
- DOUBLELINE CAPITAL, LP
- DOUBLELINE FUND
- DOUBLELINE FUNDS
- DOUBLELINE FUNDS TRUST
- DOUBLELINE FUNDS TRUST 39-1982827
- DOUBLELINE SHILLER
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for DoubleLine Capital LP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 5.26% | 7.76% | -2.50 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 15.79% | 1.71% | +14.08 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 10.53% | 1.76% | +8.77 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with DoubleLine Capital LP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on DoubleLine Capital LP's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Mitchell Silberberg & Knupp LLP | 2 | 10.5% |
| Abato, Rubenstein & Abato, P.A. | 1 | 5.3% |
| Fredrikson & Byron PA | 1 | 5.3% |
| Groom Law Group, Chartered | 1 | 5.3% |
| Ice Miller LLP | 1 | 5.3% |
| Neyhart Anderson Flynn & Grosboll | 1 | 5.3% |
| O'Donoghue & O'Donoghue LLP | 1 | 5.3% |
| Proskauer Rose LLP | 1 | 5.3% |
| Seyfarth Shaw LLP | 1 | 5.3% |
| Spector Wolfe McLaughlin & O'Mara | 1 | 5.3% |