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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.