Investment adviser · CRD 115344
DEEP BLUE INVESTMENT ADVISORS
Investment adviser filing (IA)
WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC
TAMPA, FL, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $18.2B Form ADV · Item 5.F
- Client accounts
- 33 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 8 | $9,588,848,031 | 52.8% |
| Government entities | 25 | $8,575,283,085 | 47.2% |
Filing source
Form ADV 2065960 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4830 W. KENNEDY BLVD., ONE URBAN CENTRE - SUITE 835TAMPA, FL, 33609, United States
CRD 115344
Filing source
Form ADV 2065960 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.