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WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC

Doing business as DEEP BLUE INVESTMENT ADVISORS. SEC Form ADV profile.

Total regulatory AUM
$18,164,131,116
Discretionary
$12,428,526,656
Non-discretionary
$5,735,604,460

Firm details

CRD number
115344
SEC file number
801-60690
Main office
TAMPA, FL, United States
Employees
20
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.