WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC
Legal name: DEEP BLUE INVESTMENT ADVISORS
CRD #115344 SEC #801-60690 TAMPA, FL 813-238-4800
SEC Registered
Total AUM
$15.7B
Discretionary
$10.5B
Employees
19
Clients
0
Accounts
28
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $15.7B | $10.5B | $5.2B | 19 | 4 |
| Aug 2025 | $15.7B | $10.5B | $5.2B | 19 | 4 |
| Apr 2025 | $15.7B | $10.5B | $5.2B | 19 | 4 |
| Mar 2025 | $15.3B | $9.2B | $6.1B | 19 | 4 |
| Sep 2024 | $13.1B | $7B | $6B | 14 | 20 |
| Mar 2024 | $13.1B | $7B | $6B | 14 | 20 |
| Mar 2023 | $10.9B | $4.4B | $6.5B | 13 | 16 |
| Jun 2022 | $10B | $4.7B | $5.3B | 14 | 16 |
| Mar 2022 | $10B | $4.7B | $5.3B | 14 | 16 |
| Mar 2021 | $8B | $3.6B | $4.4B | 13 | 10 |
| Oct 2020 | $5.5B | $2.8B | $2.7B | 13 | 6 |
| Jan 2020 | $5.5B | $2.8B | $2.7B | 13 | 6 |
| Mar 2019 | $4.7B | $1.9B | $2.8B | 9 | 1 |
| Mar 2018 | $3.5B | $1.4B | $2.1B | 7 | 1 |
| Mar 2018 | $3.5B | $1.4B | $2.1B | 7 | 1 |
| Jun 2017 | $1.1B | $942.8M | $126.2M | 6 | 1 |
| Mar 2017 | $1.1B | $942.8M | $126.2M | 6 | 1 |
| Mar 2016 | $827.1M | $655M | $172.1M | 6 | 1 |
| Aug 2015 | $269.7M | $269.7M | $0 | 5 | 1 |
| Mar 2015 | $269.7M | $269.7M | $0 | 3 | 1 |
| Mar 2014 | $269.7M | $269.7M | $0 | 3 | 1 |
| Apr 2013 | $321.6M | $321.6M | $0 | 3 | 1 |
| Mar 2012 | $259.1M | $259.1M | $0 | 1 | 1 |
| Apr 2011 | $453M | $231M | $222M | 5 | -- |
| Mar 2009 | $200M | $200M | $0 | 5 | -- |
| Mar 2008 | $111M | $111M | $0 | 5 | -- |
| Oct 2007 | $350M | $200M | $150M | 10 | -- |
| Sep 2007 | $350M | $200M | $150M | 10 | -- |
| Jan 2007 | $350M | $200M | $150M | 10 | -- |
| Feb 2006 | $223.9M | $223.9M | $0 | 10 | -- |
| Sep 2005 | $175M | $175M | $0 | 5 | -- |
| Dec 2003 | $60M | $60M | $0 | 5 | -- |
| Mar 2002 | $0 | $0 | $0 | 5 | -- |
| Nov 2001 | $40M | $40M | $0 | 5 | -- |
DateAug 2025
Total AUM$15.7B
Discretionary$10.5B
Non-Disc.$5.2B
Employees19
Clients4
DateAug 2025
Total AUM$15.7B
Discretionary$10.5B
Non-Disc.$5.2B
Employees19
Clients4
DateApr 2025
Total AUM$15.7B
Discretionary$10.5B
Non-Disc.$5.2B
Employees19
Clients4
DateMar 2025
Total AUM$15.3B
Discretionary$9.2B
Non-Disc.$6.1B
Employees19
Clients4
DateSep 2024
Total AUM$13.1B
Discretionary$7B
Non-Disc.$6B
Employees14
Clients20
DateMar 2024
Total AUM$13.1B
Discretionary$7B
Non-Disc.$6B
Employees14
Clients20
DateMar 2023
Total AUM$10.9B
Discretionary$4.4B
Non-Disc.$6.5B
Employees13
Clients16
DateJun 2022
Total AUM$10B
Discretionary$4.7B
Non-Disc.$5.3B
Employees14
Clients16
DateMar 2022
Total AUM$10B
Discretionary$4.7B
Non-Disc.$5.3B
Employees14
Clients16
DateMar 2021
Total AUM$8B
Discretionary$3.6B
Non-Disc.$4.4B
Employees13
Clients10
DateOct 2020
Total AUM$5.5B
Discretionary$2.8B
Non-Disc.$2.7B
Employees13
Clients6
DateJan 2020
Total AUM$5.5B
Discretionary$2.8B
Non-Disc.$2.7B
Employees13
Clients6
DateMar 2019
Total AUM$4.7B
Discretionary$1.9B
Non-Disc.$2.8B
Employees9
Clients1
DateMar 2018
Total AUM$3.5B
Discretionary$1.4B
Non-Disc.$2.1B
Employees7
Clients1
DateMar 2018
Total AUM$3.5B
Discretionary$1.4B
Non-Disc.$2.1B
Employees7
Clients1
DateJun 2017
Total AUM$1.1B
Discretionary$942.8M
Non-Disc.$126.2M
Employees6
Clients1
DateMar 2017
Total AUM$1.1B
Discretionary$942.8M
Non-Disc.$126.2M
Employees6
Clients1
DateMar 2016
Total AUM$827.1M
Discretionary$655M
Non-Disc.$172.1M
Employees6
Clients1
DateAug 2015
Total AUM$269.7M
Discretionary$269.7M
Non-Disc.$0
Employees5
Clients1
DateMar 2015
Total AUM$269.7M
Discretionary$269.7M
Non-Disc.$0
Employees3
Clients1
DateMar 2014
Total AUM$269.7M
Discretionary$269.7M
Non-Disc.$0
Employees3
Clients1
DateApr 2013
Total AUM$321.6M
Discretionary$321.6M
Non-Disc.$0
Employees3
Clients1
DateMar 2012
Total AUM$259.1M
Discretionary$259.1M
Non-Disc.$0
Employees1
Clients1
DateApr 2011
Total AUM$453M
Discretionary$231M
Non-Disc.$222M
Employees5
Clients--
DateMar 2009
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$350M
Discretionary$200M
Non-Disc.$150M
Employees10
Clients--
DateSep 2007
Total AUM$350M
Discretionary$200M
Non-Disc.$150M
Employees10
Clients--
DateJan 2007
Total AUM$350M
Discretionary$200M
Non-Disc.$150M
Employees10
Clients--
DateFeb 2006
Total AUM$223.9M
Discretionary$223.9M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees5
Clients--
DateDec 2003
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateNov 2001
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--