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DEEP BLUE INVESTMENT ADVISORS
Legal name: WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC
CRD 115344File 801-60690
APPROVED
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$18.16B
Top 10% of cohort (national)
Discretionary AUM
$12.43B
Non-discretionary $5.74B
Clients
33
33 accounts
Employees
20
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Nov 23, 2001
- Principal office
- 4830 W. KENNEDY BLVD., ONE URBAN CENTRE - SUITE 835, TAMPA, FL, 33609
- Phone
- 813-238-4800
- Website
- HTTPS://DEEPBLUE-INV.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $18.16B
- Discretionary AUM
- $12.43B
- Non-discretionary AUM
- $5.74B
- Discretionary accounts
- 17
- Non-discretionary accounts
- 16
- Total accounts
- 33
- AUM per client
- $550.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 8 | $9.59B |
| State or municipal government entities | 25 | $8.58B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 19 | 20 | increased by1 |
| Apr 1, 2026 | Clients | 28 | 33 | increased by5 |
| Apr 1, 2026 | AUM | $15,712,739,940 | $18,164,131,116 | increased by$2,451,391,176 |
| Apr 1, 2026 | Accounts | 28 | 33 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 19 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 24 | 28 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $9,985,779,183 | $15,712,739,940 | increased by$5,726,960,757 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 24 | 28 | increased by4 |
| Apr 1, 2022 | Employees | 13 | 14 | increased by1 |
| Apr 1, 2022 | Clients | 20 | 24 | increased by4 |
| Apr 1, 2022 | AUM | $7,992,688,594 | $9,985,779,183 | increased by$1,993,090,589 |
| Apr 1, 2022 | Accounts | 20 | 24 | increased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DEEP BLUE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DEEP BLUE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.