DEEP BLUE INVESTMENT ADVISORS
  • DEEP BLUE INVESTMENT ADVISORS
  • WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC
  • WERTZ CAPITAL MANAGEMENT GROUP, LLC
  • WATER WALKER INVESTMENTS

Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 11/23/2001
ADV Location TAMPA, FL, United States
Contact Info 813 xxxxxxx
Websites
AUM* 18,164,131,116 19%
of that, discretionary 12,428,526,656 35%
Number of Employees 20 5%
of those in investment advisory functions 9
Private Fund GAV* 0
Avg Account Size 550,428,216 1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- State or municipal government entities

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

12B 11B 9B 7B 5B 4B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary