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CRD 121995
MINNEAPOLIS, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| PAUL STEPHEN TWITCHELL | n/a | AUSTIN, TX | 12 | 20 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| WHITEBOX RELATIVE VALUE PARTNERS, L.P. | Hedge Fund | $3.6B | Dec 20, 2024 | 160 | Feb 29, 2012 | reported | 021-130413 |
| WHITEBOX MULTI-STRATEGY PARTNERS, L.P. | Hedge Fund | $3.5B | Dec 20, 2024 | 770 | Feb 29, 2012 | reported | 021-130411 |
| WHITEBOX CLO III LTD | Securitized Asset Fund | $423M | Dec 20, 2024 | 2 | Feb 28, 2022 | reported | n/a |
| WHITEBOX CLO IV LTD. | Securitized Asset Fund | $406M | Dec 20, 2024 | 2 | Mar 31, 2023 | reported | n/a |
| WHITEBOX CLO II LTD | Securitized Asset Fund | $404M | Dec 20, 2024 | 2 | Nov 12, 2020 | reported | n/a |
| WHITEBOX CLO I LTD | Securitized Asset Fund | $401M | Dec 20, 2024 | 2 | Sep 5, 2019 | reported | n/a |
| PANDORA SELECT PARTNERS, L.P. | Hedge Fund | $339M | Dec 20, 2024 | 6 | Feb 29, 2012 | reported | 021-58591 |
| WHITEBOX GT FUND, L.P. | Hedge Fund | $278M | Dec 20, 2024 | 4 | Feb 29, 2012 | reported | 021-270418 |
| WHITEBOX TERM CREDIT FUND I L.P. | Other Private Fund | $97.2M | Dec 17, 2019 | 92 | Jan 5, 2017 | dropped | 021-270507 |
| WHITEBOX KFA ADVANTAGE, LLC | Hedge Fund | $79.1M | Mar 28, 2024 | 2 | Jun 8, 2016 | reported | 021-259328 |
| WHITEBOX CAJA BLANCA FUND, LP | Hedge Fund | $70.3M | Dec 20, 2024 | 2 | Jun 8, 2017 | reported | 021-287545 |
| WHITEBOX L/S EQUITY PARTNERS, LP | Hedge Fund | $65.1M | Nov 13, 2012 | 25 | Feb 29, 2012 | dropped | 021-127922 |
| WHITEBOX CREDIT PARTNERS, L.P. | Hedge Fund | $49.6M | Mar 28, 2024 | 30 | Feb 29, 2012 | reported | 021-130416 |
| WHITEBOX LIQUID LONG SHORT EQUITY PARTNERS, LTD | Hedge Fund | $43.4M | Nov 13, 2012 | 4 | Feb 29, 2012 | dropped | n/a |
| WHITEBOX ASYMMETRIC PARTNERS, L.P. | Hedge Fund | $15.9M | Feb 14, 2023 | 71 | Feb 29, 2012 | dropped | 021-140395 |
| WHITEBOX TERM CREDIT FUND III LP | Other Private Fund | $5.1M | Jul 28, 2023 | 7 | May 22, 2020 | dropped | 021-270507 |
| WHITEBOX INSTITUTIONAL PARTNERS, L.P. | Hedge Fund | $4.4M | Dec 20, 2024 | 2 | Aug 23, 2012 | reported | 021-178750 |
| WHITEBOX SPECIAL OPPORTUNITIES FUND SERIES B PARTNERS, LP | Hedge Fund | $2.2M | Mar 30, 2015 | 8 | Feb 29, 2012 | dropped | 021-108184 |
| WHITEBOX TERM CREDIT FUND II L.P. | Other Private Fund | $0 | Jul 13, 2020 | 0 | Apr 15, 2019 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BLUE OWL GP STAKES II GP LLC | GENERAL PARTNER | F | yes | 05/2021 | Mar 28, 2024 | Dec 20, 2024 |
| CONRAD, LISA, RAGGI | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | Na | yes | 04/2021 | Apr 19, 2021 | Dec 20, 2024 |
| KARIM, MUQUARRAB, BIN | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | Na | yes | 07/2020 | Jul 30, 2020 | Dec 20, 2024 |
| LOFTON, BRIAN, JOSEPH | CHIEF RISK OFFICER | Na | yes | 05/2014 | May 1, 2014 | Dec 20, 2024 |
| LUTZ, BRIAN, GERALD | PARTNER, HEAD OF CONVERTIBLE ARBITRAGE | Na | yes | 05/2022 | Jun 1, 2022 | Dec 20, 2024 |
| MERCER, JACOB, PAUL | PARTNER, HEAD OF SPECIAL SITUATIONS AND RESTRUCTURING | B | yes | 01/2017 | Sep 5, 2019 | Dec 20, 2024 |
| ROOS, PAUL | PARTNER, HEAD OF STRUCTURED CREDIT | A | yes | 06/2021 | Jul 28, 2021 | Dec 20, 2024 |
| SKAGDAY, INC. | MEMBER OF WHITEBOX ADVISORS LLC | D | yes | 08/2015 | Aug 21, 2015 | Dec 20, 2024 |
| STUKAS, NICKOLAS, ARTHUR | PARTNER, HEAD OF CREDIT RELATIVE VALUE | Na | yes | 05/2022 | Jun 1, 2022 | Dec 20, 2024 |
| VOGEL, ROBERT, JACOB | PARTNER, CHIEF INVESTMENT OFFICER | Na | yes | 01/2004 | Nov 23, 2011 | Dec 20, 2024 |
| VOGEL, ROBERT, JACOB | SOLE OWNER | E | yes | 07/2011 | Nov 23, 2011 | Dec 20, 2024 |
| BLUE OWL CAPITAL CARRY LP | Member | E | no | 05/2021 | Jun 16, 2021 | Dec 20, 2024 |
| BLUE OWL CAPITAL GP HOLDINGS LLC | MANAGING MEMBER | E | no | 11/2021 | Mar 28, 2024 | Dec 20, 2024 |
| BLUE OWL CAPITAL GP LLC | GENERAL PARTNER | F | no | 05/2021 | Jun 16, 2021 | Dec 20, 2024 |
| BLUE OWL CAPITAL INC. | MANAGING MEMBER | E | no | 11/2021 | Jun 16, 2021 | Dec 20, 2024 |
| BLUE OWL GP STAKES GP HOLDINGS LLC | MANAGING MEMBER | F | no | 05/2021 | Mar 28, 2024 | Dec 20, 2024 |
| BLUE OWL GP STAKES II (A) LP | NON-VOTING MEMBER OF WHITEBOX ADVISORS LLC | Na | no | 08/2015 | Mar 28, 2024 | Dec 20, 2024 |
| BLUE OWL GP STAKES II (B) LP | NON-VOTING MEMBER OF WHITEBOX GENERAL PARTNER LLC | Na | no | 08/2015 | Mar 28, 2024 | Dec 20, 2024 |
| BLUE OWL GP STAKES II GP LLC | GENERAL PARTNER | F | no | 05/2021 | Mar 28, 2024 | Dec 20, 2024 |
| BLUE OWL GP STAKES II GP LLC | GENERAL PARTNER | F | no | 05/2021 | Mar 28, 2024 | Dec 20, 2024 |
| BLUE OWL GP STAKES II GP LLC | GENERAL PARTNER | F | no | 05/2021 | Mar 28, 2024 | Dec 20, 2024 |
| BLUE OWL GP STAKES II GP LLC | MANAGING MEMBER | F | no | 05/2021 | Mar 28, 2024 | Dec 20, 2024 |
| BLUE OWL GP STAKES II GP LLC | GENERAL PARTNER | F | no | 05/2021 | Mar 28, 2024 | Dec 20, 2024 |
| BLUE OWL GP STAKES II OFFSHORE INVESTORS LP | Member | E | no | 12/2013 | Mar 28, 2024 | Dec 20, 2024 |
| BLUE OWL GP STAKES II OFFSHORE INVESTORS LP | LIMITED PARTNER | E | no | 12/2013 | Mar 28, 2024 | Dec 20, 2024 |
| BLUE OWL GP STAKES II US INVESTORS LP | LIMITED PARTNER | C | no | 09/2013 | Mar 28, 2024 | Dec 20, 2024 |
| BLUE OWL GP STAKES II US INVESTORS LP | LIMITED PARTNER | C | no | 09/2013 | Mar 28, 2024 | Dec 20, 2024 |
| DYAL CAYMAN OFFSHORE II LP | LIMITED PARTNER | D | no | 12/2013 | Jun 23, 2021 | Dec 20, 2024 |
| DYAL GP HOLDINGS LLC | MANAGING MEMBER | F | no | 05/2021 | Jun 16, 2021 | Dec 20, 2024 |
| DYAL US II LLC | LIMITED PARTNER | D | no | 12/2013 | Jun 23, 2021 | Dec 20, 2024 |
| NBSH ACQUISITION LLC | MANAGING MEMBER | F | no | 05/2021 | Jun 23, 2021 | Dec 20, 2024 |
| NBSH BLUE INVESTMENTS, LLC | LIMITED PARTNER | C | no | 05/2021 | Jun 23, 2021 | Dec 20, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| WHITEBOX ADVISORS AUSTRALIA PTY LTD. | n/a | n/a | n/a | Y | yes | n/a |
| WHITEBOX ADVISORS LONDON, LLP | n/a | n/a | n/a | Y | yes | n/a |
| WHITEBOX CAJA BLANCA GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| WHITEBOX CAPITAL MANAGEMENT LLC | n/a | n/a | n/a | Y | yes | n/a |
| WHITEBOX GENERAL PARTNER LLC | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Austin | TX | United States | 13 | no |
| NEW YORK | NY | United States | 6 | no |
| London | n/a | United Kingdom | 5 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $16B | $16B | 67 | 35 | 4 | 10 | n/a |
| 2024 | Mar 28, 2025 | $11B | $11B | 67 | 35 | 4 | 10 | n/a |
| 2023 | Mar 28, 2024 | $9.6B | $9.6B | 65 | 36 | 4 | 12 | $9.6B |
| 2022 | Mar 31, 2023 | $9.5B | $9.5B | 68 | 36 | 4 | 13 | $9.6B |
| 2021 | Mar 31, 2022 | $11B | $11B | 63 | 34 | 4 | 13 | $11B |
| 2020 | Mar 26, 2021 | $10.0B | $10.0B | 74 | 34 | 4 | 12 | $10.0B |
| 2019 | Mar 30, 2020 | $8.9B | $8.9B | 93 | 45 | 4 | 11 | $8.9B |
| 2018 | Mar 29, 2019 | $9.3B | $9.3B | 91 | 35 | 4 | 10 | $9.3B |
| 2017 | Mar 28, 2018 | $9.8B | $9.8B | 90 | 34 | 4 | 10 | $9.8B |
| 2016 | Mar 30, 2017 | $8.9B | $8.9B | 90 | 34 | n/a | 9 | $8.9B |
| 2015 | Mar 31, 2016 | $6.7B | $6.7B | 108 | 43 | n/a | 7 | $6.7B |
| 2014 | Mar 19, 2015 | $8.4B | $8.4B | 110 | 43 | n/a | 8 | $7.0B |
| 2013 | Mar 27, 2014 | $8.4B | $8.4B | 95 | 35 | n/a | 8 | $7.7B |
| 2012 | Mar 28, 2013 | $5.5B | $5.5B | 75 | 35 | n/a | 8 | $5.5B |
| 2011 | Feb 29, 2012 | $2.3B | $2.3B | n/a | n/a | n/a | 9 | $2.2B |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $16B | $11B | 42.5% | $9.5B | 18.2% | 67 | 67 | 4 | 4 |