DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
O•• C•••• A•••• M••••••••• L•••
Latest filing Apr 10, 2026
First filing on the tape Feb 29, 2012 · 42 filings
SEC status approved since Jan 26, 2006
RAUM
$2.5B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
30
13 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
7
reported on Schedule D
History
42 filings and snapshots on the tape
RAUM$2.5B as of Apr 10, 2026
Feb 29, 2012$7.1B then
HNW client RAUM$0 as of Apr 10, 2026
Mar 19, 2018$0 then
State-registered IARs (5.B.3)0 as of Apr 10, 2026
Feb 29, 20120 then
Employees (5.A)30 as of Apr 10, 2026
Mar 25, 201347 then
Private funds7 as of Apr 10, 2026
Feb 29, 20127 then
RAUM +29% over the last fiscal year-10% a year over threeIARs 0 to 0offices 1 to 2
Practice profile
derived from the filing of Apr 10, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $224MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +29%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $206M, 2 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.5B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 11reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $206M for 2 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
17 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| O•• C•••• C••••• O••••••••• M••••• F•••• L••• | Hedge Fund | $652M | 34 | Nov 28, 2012 |
| O•• C•••• O••••••• M••••• F•••• L••• | Hedge Fund | $555M | 34 | Feb 29, 2012 |
| O•• C•••• I•• L••• | Hedge Fund | $471M | 15 | Feb 29, 2012 |
| O• O••••••••• F•••• L•••no longer reported | Hedge Fund | $313M | 32 | Aug 29, 2017 |
| O•• C•••• A•••••••• R••••••• F•••• L•••no longer reported | Hedge Fund | $206M | 49 | Nov 26, 2014 |
| O•• C•••• M•• F•••• L•••no longer reported | Hedge Fund | $191M | 49 | Nov 18, 2016 |
| O•• C•••• S•••••• S••••••••• F•••• L••• | Hedge Fund | $88.9M | 2 | Jul 24, 2019 |
| O•• C•••• I• L••• | Hedge Fund | $50.3M | 45 | Feb 29, 2012 |
| O•• C•••• E•• F•••• L••• | Private Equity Fund | $38.7M | 27 | Mar 31, 2023 |
| O•• C•••• S•• M••••• F•••• L••• | Hedge Fund | $37.2M | 2 | Feb 29, 2012 |
| O•• C•••• A•••••••• R••••••• F••• I••• L•••no longer reported | Hedge Fund | $32.2M | 5 | Oct 12, 2015 |
| O•• C•••• A••• M••••• F•••• L•••no longer reported | Hedge Fund | $12.3M | 16 | Feb 29, 2012 |
| O•• C•••• A••• I•• L•••no longer reported | Hedge Fund | $10.8M | 15 | Feb 29, 2012 |
| O• O••••••••• F••• I•• L•••no longer reported | Hedge Fund | $8.5M | 28 | Dec 27, 2018 |
| O•• C•••• A•••••••• R••••••• F••• I•• L•••no longer reported | Hedge Fund | $6.2M | 1 | Mar 30, 2015 |
| O•• C•••• A••• I• L•••no longer reported | Hedge Fund | $931,000 | 17 | Feb 29, 2012 |
| O• O••••••••• F••• I••• L••• | Hedge Fund | $451,000 | 27 | Aug 30, 2021 |
Owners and control persons
Schedule A and B, latest filing
- A•••••• J••••••• A••• · Limited Partner / Managing Partnercontrolsince 08/2001 · owns 50% to 75%
- K••••••• D•••••• E••••• · Limited Partner / Managing Directorcontrolsince 01/2006 · owns 10% to 25%
- S••••••• D•••••• J•• · Limited Partner / Managing Director / Chief Administrative Officercontrolsince 12/2001 · owns 5% to 10%
- A•••••• J••••••• A••• · Managing Membercontrolsince 08/2001 · owns 75% or more of O•• C•••• G•• L•••••
- B•••• S••••••• I•• · Chief Compliance Officersince 01/2012 · owns less than 5%
- D•••••• K••••• M•••••• · Limited Partner / General Counsel & Co-Chief Operating Officersince 03/2021 · owns less than 5%
- F•••• M•••••••• Y•••••• · Limited Partner / Chief Financial Officer & Co-Chief Operating Officersince 01/2011 · owns less than 5%
Entity owners
- O•• C•••• G•• L••••• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Assets in custody · $224M to $206MOct 21, 2025 to Mar 2, 2026
- Discretionary RAUM · $2.3B to $2.5BOct 21, 2025 to Mar 2, 2026
- Pooled vehicle RAUM · $2.3B to $2.5BOct 21, 2025 to Mar 2, 2026
- RAUM · $2.3B to $2.5BOct 21, 2025 to Mar 2, 2026
- Accounts · 10 to 11Mar 31, 2025 to Oct 21, 2025
- Advisory employees · 12 to 13Mar 31, 2025 to Oct 21, 2025
- Pooled vehicle clients · 10 to 11Mar 31, 2025 to Oct 21, 2025
- Assets in custody · $239M to $224MMar 31, 2025 to Oct 21, 2025
- Employees · 28 to 30Mar 31, 2025 to Oct 21, 2025
- Other offices · 1 to 2Mar 31, 2025 to Oct 21, 2025
- Private funds · 6 to 7Mar 31, 2025 to Oct 21, 2025
- Discretionary RAUM · $1.9B to $2.3BMar 31, 2025 to Oct 21, 2025
- Pooled vehicle RAUM · $1.9B to $2.3BMar 31, 2025 to Oct 21, 2025
- RAUM · $1.9B to $2.3BMar 31, 2025 to Oct 21, 2025
- Related adviser · false to trueMar 31, 2025 to Oct 21, 2025
- Related bank · false to trueMar 31, 2025 to Oct 21, 2025
- Advisory employees · 11 to 12Aug 29, 2024 to Mar 31, 2025
- Assets in custody · $261M to $239MAug 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Aug 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.8B to $1.9BAug 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.8B to $1.9BAug 29, 2024 to Mar 31, 2025
- RAUM · $1.8B to $1.9BAug 29, 2024 to Mar 31, 2025
- Accounts · 13 to 10Apr 3, 2024 to Aug 29, 2024
- Advisory employees · 12 to 11Apr 3, 2024 to Aug 29, 2024
- Pooled vehicle clients · 13 to 10Apr 3, 2024 to Aug 29, 2024
- Assets in custody · $455M to $261MApr 3, 2024 to Aug 29, 2024
- Employees · 29 to 28Apr 3, 2024 to Aug 29, 2024
- Private funds · 8 to 6Apr 3, 2024 to Aug 29, 2024
- Discretionary RAUM · $2.2B to $1.8BApr 3, 2024 to Aug 29, 2024
- Pooled vehicle RAUM · $2.2B to $1.8BApr 3, 2024 to Aug 29, 2024
- RAUM · $2.2B to $1.8BApr 3, 2024 to Aug 29, 2024
- Related adviser · true to falseApr 3, 2024 to Aug 29, 2024
- Accounts · 17 to 13Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 17 to 13Mar 31, 2023 to Mar 28, 2024
- Assets in custody · $637M to $455MMar 31, 2023 to Mar 28, 2024
- Employees · 30 to 29Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $3.4B to $2.2BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $3.4B to $2.2BMar 31, 2023 to Mar 28, 2024
- RAUM · $3.4B to $2.2BMar 31, 2023 to Mar 28, 2024
- Private funds · 9 to 8Mar 1, 2022 to Mar 31, 2023
Signals
2 dated events
- O•• C•••• A•••• M••••••••• L••• reported RAUM $2.2B, down 34% from $3.4B (2023-03-31 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- O•• C•••• A•••• M••••••••• L••• reported RAUM $4.2B, up 31% from $3.2B (2021-05-11 to 2021-08-30)Aug 30, 2021 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- O•• C•••• A•••• M••••••••• L••• · Independent Sponsorsshared crd · capital_provider
- O•• C•••• A•••• M••••••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- owlcreeklp.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-688-2550reportedpublic record, Form ADV, Apr 10, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026