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
B••••••••• A••••••••• S•••••••• L•••••
Latest filing Jun 24, 2026
First filing on the tape Mar 29, 2012 · 53 filings
SEC status approved since Sep 19, 2011
RAUM
$20B
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
293
111 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
39
reported on Schedule D
History
53 filings and snapshots on the tape
RAUM$20B as of Jun 24, 2026
Mar 29, 2012$1.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 24, 2026
Mar 28, 20130 then
Employees (5.A)293 as of Jun 24, 2026
Mar 28, 2013199 then
Private funds39 as of Jun 24, 2026
Mar 29, 20127 then
RAUM +11% over the last fiscal year+6.6% a year over threeIARs 0 to 0offices 5 to 6
Practice profile
derived from the filing of Jun 24, 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
- $372MderivedRAUM 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
- unknownderived7 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%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 vehicles, selection of other advisersreportedItem 5.G
- Custody
- $1.0B, 13 clientsreportedItem 9.A
- Ownership
- controlled by a public reporting companyderived
- 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)
- controlled by a public reporting company (10.A)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$20B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 54reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.0B for 13 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=14.0derived
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
67 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••• P••••••• M••••• F••• L••• | Hedge Fund | $4.8B | 96 | Mar 29, 2012 |
| B••• P••••••• O••••••• F••• L••• | Hedge Fund | $4.0B | 60 | Mar 27, 2015 |
| B••• P••••••• O•••••• F••• L••• | Hedge Fund | $3.0B | 24 | Mar 27, 2015 |
| B••• M••••• F••• L••• | Hedge Fund | $2.9B | 142 | Mar 29, 2012 |
| B••• M••••• F••• I• L••• | Hedge Fund | $2.4B | 13 | Feb 28, 2017 |
| B••• P••••••• I••••••••• F••• L•••no longer reported | Other Private Fund | $1.9B | 2 | Mar 27, 2015 |
| B••••••••• S•••••••• O••••••••• O••••••• F••• L••• | Hedge Fund | $1.7B | 67 | Mar 29, 2012 |
| B••• S•• P••••••• O••••••• F••• L••• | Hedge Fund | $1.6B | 37 | Mar 28, 2024 |
| B••• S•• P••••••• O•••••• F••• L••• | Hedge Fund | $1.6B | 20 | Mar 28, 2024 |
| B••••••••• S•••••••• O••••••••• I••••••••• F••• L••• | Hedge Fund | $1.4B | 67 | Mar 29, 2012 |
| B••••••••• S•••••••• O••••••••• F••• L••• | Hedge Fund | $1.4B | 54 | Mar 29, 2012 |
| B••••••••• B•• S•• F••• L••• | Hedge Fund | $914M | 2 | Mar 29, 2017 |
| B••• S•• I• O••••••• L• | Hedge Fund | $605M | 8 | Mar 31, 2022 |
| B••• S•• I• O••••••• S••••••••• L••• | Hedge Fund | $503M | 1 | Mar 30, 2023 |
| B••••••••• A••• M••••• S•••••••• A• S••••••• O• B••••••••• G••••• M••••• F••• I••• | Hedge Fund | $456M | 15 | Mar 28, 2020 |
| B••••••••• S•••••••• O••••••••• O••••••• •• F••• L••• | Hedge Fund | $447M | 10 | Mar 27, 2014 |
| B••• P••••••• E••••• F••••• S••••••• 2• A• C••••••••• S••••••• O• B••••••••• G••••• F••••• F••• I••• | Hedge Fund | $384M | 22 | Nov 20, 2020 |
| M•••• L•• C•••••• F••• L• | Hedge Fund | $352M | 2 | Mar 31, 2021 |
| B••••••••• S•••••••• O••••••••• I••••••••• •• F••• L••• | Hedge Fund | $351M | 10 | Mar 27, 2014 |
| S•••• O•• F••• L••• | Hedge Fund | $340M | 2 | Mar 29, 2019 |
| S•• I• M••••• F••• L••• | Hedge Fund | $321M | 58 | Mar 30, 2023 |
| B••••••••• S•••• F••• L•••no longer reported | Other Private Fund | $302M | 1 | Mar 29, 2018 |
| S•••• I• B••• L••• | Hedge Fund | $291M | 2 | May 7, 2021 |
| E•••• F••• L•••no longer reported | Other Private Fund | $291M | 4 | Nov 29, 2017 |
| B••••••••• A••• F••• L••• | Hedge Fund | $290M | 8 | Mar 28, 2020 |
| B••••••••• L••• M••••••• F••• L••• | Hedge Fund | $279M | 2 | Mar 31, 2021 |
| B••• S•• I• L• | Hedge Fund | $271M | 1 | Mar 31, 2022 |
| B••• P••••••• E••••• M••••• S••••••• 2• A• C••••••••• S••••••• O• B••••••••• G••••• M••••• F••• I••• | Hedge Fund | $197M | 22 | Nov 20, 2020 |
| B••••••••• A••• F••••• S•••••••• A• S••••••• O• B••••••••• G••••• F••••• F••• I••• | Hedge Fund | $157M | 7 | Mar 28, 2020 |
| B••••••••• S•••• I••••••••• F••• L•••no longer reported | Other Private Fund | $66.8M | 2 | Mar 29, 2018 |
| 5•••• S•• L• | Hedge Fund | $49.4M | 2 | Nov 20, 2024 |
| B••• P••••••• A••••• F••• L•••no longer reported | Other Private Fund | $45.5M | 4 | Mar 27, 2014 |
| B••• P••••••• A••••• F••• I• L•••no longer reported | Other Private Fund | $43.0M | 10 | Mar 27, 2014 |
| B••• P••••••• M••• F••• L••• | Hedge Fund | $18.4M | 2 | Mar 27, 2014 |
| B••• P••••••• M••• F••• I• L••• | Hedge Fund | $16.6M | 11 | Mar 27, 2014 |
| B••• D••••• L•••no longer reported | Other Private Fund | $15.3M | 2 | Feb 29, 2016 |
| B••• P••••••• B••••• F••• I• L•••no longer reported | Other Private Fund | $14.9M | 0 | Mar 27, 2015 |
| B••• P••••••• C••••••••• F••• L•••no longer reported | Other Private Fund | $11.9M | 13 | Mar 27, 2014 |
| B••• P••••••• B••••• F••• L•••no longer reported | Other Private Fund | $10.7M | 0 | Mar 27, 2015 |
| B••• P••••••• C••••••••• F••• I• L•••no longer reported | Other Private Fund | $10.1M | 38 | Mar 27, 2014 |
Owners and control persons
Schedule A and B, latest filing
- D••••••• J•••••• L•• · Global Head Of B••••••••• A••••••••• S•••••••• L•••••controlsince 12/2021 · owns less than 5%
- G••••• B••••• F•••••• · Chief Operating Officer Of B••••••••• A••••••••• S•••••••• L•••••since 07/2011 · owns less than 5%
- O••••••• S••••••• B•••• · Chief Compliance Officer Of B••••••••• A••••••••• S•••••••• L•••••since 10/2018 · owns less than 5%
- P••••• J•••• N••••• E••••••••• · General Counsel Of B••••••••• A••••••••• S•••••••• L•••••since 01/2022 · owns less than 5%
Entity owners
- B••••••••• H••••••• I• L••• · Sole Memberdirect · owns 75% or more
- B••••••••• H••••••• I• • I• G• L•• · General Partnerindirect · owns F of B••••••••• H••••••• I• L•••
- B••••••••• I••• · Sole Memberindirect · owns 75% or more of B••••••••• H••••••• I• • I• G• L•• · public reporting company
Related persons
Schedule D 7.A
- A•• I••••••••• M••••••• L••investment advisern
- A••••••••• F••••••••• L••broker-dealern
- B••••••••• A••••••••• A•••• M••••••••• L•••investment adviserbanknRAUM $92B
- B••••••••• A••••••••• C••••• A••••••• L•investment adviserbanknRAUM $44B
- B••••••••• A••••••••• I••••••••• A••••••• L••investment adviserbanknRAUM $5.4B
- B••••••••• A•••• B•••• F•••••• A••••••• L•investment advisernRAUM $70B
- B••••••••• C•• M••••••••• L••investment adviserbanknRAUM $31B
- B••••••••• C••••••••• A••••••• I• L••investment advisernRAUM $45.3M
- B••••••••• C••• E••••• A••••••• L•••••investment advisernRAUM $3.7B
- B••••••••• C••••• B•• A••••••• L••investment adviserbanknRAUM $101B
- B••••••••• C••••• S••••••••• S••••••••• L••investment adviserbankpooled vehicle sponsornRAUM $36B
- B••••••••• E••••• F••• M••••••••• S•••••••investment advisern
- B••••••••• E••••• L••investment advisern
- B••••••••• G••••• A••••••• L•••••investment advisernRAUM $10B
- B••••••••• I••••••••• A••••••• L•••••investment adviserbanknRAUM $80B
- B••••••••• I•••••• F••• M••••••••• L••••••investment adviserbanknRAUM $2.5B
- B••••••••• I•••••• L••••••investment advisernRAUM $15B
- B••••••••• I•••• A••••••• L•••••investment adviserbanknRAUM $184B
- B••••••••• I••••• A••••••• L•••••investment adviserbanknRAUM $8.0B
- B••••••••• L••• S••••••• A••••••• L•••••investment advisernRAUM $13B
- B••••••••• L••••• C••••• A••••••• I• L••investment adviserbanknRAUM $52B
- B••••••••• L••••• C••••• S••••••••• L••investment adviserbanknRAUM $19B
- B••••••••• M••••••••• P••••••• I• L•••••investment advisernRAUM $2.1B
- B••••••••• M••••••••• P••••••• L•••••investment adviserbanknRAUM $146B
- B••••••••• M••••••••• A••••••• L•••••investment adviserbanknRAUM $8.5B
- B••••••••• P•••••• C••••• S••••••••• L••investment adviserbanknRAUM $58B
- B••••••••• P•••••• I••••••••• A••••••• L•••••investment advisernRAUM $18B
- B••••••••• P••••••• A••••••• L•••investment adviserbanknRAUM $77B
- B••••••••• R••• E••••• A••••••• E••••• L•••investment advisernRAUM $2.8B
- B••••••••• R••• E••••• A••••••• I• L•••••investment advisernRAUM $147,753
Advisers that list B••••••••• A••••••••• S•••••••• L••••• as a related person
Offices
Schedule D 1.F, the 25 largest
- Hong Kong, China3 employees
- S••••••••, Singapore2 employees
- London, United Kingdom1 employees
- Nashville, TN1 employees
- Washington Dc, DC1 employees
What changed
consecutive filings, newest first
- Accounts · 43 to 54Sep 18, 2025 to Mar 30, 2026
- Advisory employees · 108 to 111Sep 18, 2025 to Mar 30, 2026
- BD registered reps · 17 to 14Sep 18, 2025 to Mar 30, 2026
- Pooled vehicle clients · 43 to 54Sep 18, 2025 to Mar 30, 2026
- Assets in custody · $854M to $1.0BSep 18, 2025 to Mar 30, 2026
- Employees · 292 to 293Sep 18, 2025 to Mar 30, 2026
- Other offices · 5 to 6Sep 18, 2025 to Mar 30, 2026
- Private funds · 34 to 39Sep 18, 2025 to Mar 30, 2026
- Discretionary RAUM · $18B to $20BSep 18, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $18B to $20BSep 18, 2025 to Mar 30, 2026
- RAUM · $18B to $20BSep 18, 2025 to Mar 30, 2026
- Related insurance company · false to trueSep 18, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jul 10, 2025
- Accounts · 37 to 43Nov 20, 2024 to Mar 28, 2025
- Advisory employees · 98 to 108Nov 20, 2024 to Mar 28, 2025
- BD registered reps · 20 to 17Nov 20, 2024 to Mar 28, 2025
- Pooled vehicle clients · 37 to 43Nov 20, 2024 to Mar 28, 2025
- Assets in custody · $671M to $854MNov 20, 2024 to Mar 28, 2025
- Employees · 290 to 292Nov 20, 2024 to Mar 28, 2025
- Private funds · 29 to 34Nov 20, 2024 to Mar 28, 2025
- Discretionary RAUM · $17B to $18BNov 20, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $17B to $18BNov 20, 2024 to Mar 28, 2025
- RAUM · $17B to $18BNov 20, 2024 to Mar 28, 2025
- Private funds · 28 to 29Mar 28, 2024 to Nov 20, 2024
- Accounts · 35 to 37Jul 12, 2023 to Mar 28, 2024
- Advisory employees · 118 to 98Jul 12, 2023 to Mar 28, 2024
- BD registered reps · 22 to 20Jul 12, 2023 to Mar 28, 2024
- Pooled vehicle clients · 35 to 37Jul 12, 2023 to Mar 28, 2024
- Assets in custody · $1.2B to $671MJul 12, 2023 to Mar 28, 2024
- Employees · 342 to 290Jul 12, 2023 to Mar 28, 2024
- Other offices · 6 to 5Jul 12, 2023 to Mar 28, 2024
- Private funds · 26 to 28Jul 12, 2023 to Mar 28, 2024
- Discretionary RAUM · $17B to $17BJul 12, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $17B to $17BJul 12, 2023 to Mar 28, 2024
- RAUM · $17B to $17BJul 12, 2023 to Mar 28, 2024
- Accounts · 33 to 35Sep 13, 2022 to Mar 30, 2023
- Advisory employees · 114 to 118Sep 13, 2022 to Mar 30, 2023
- BD registered reps · 23 to 22Sep 13, 2022 to Mar 30, 2023
- Pooled vehicle clients · 33 to 35Sep 13, 2022 to Mar 30, 2023
- Assets in custody · $3.6B to $1.2BSep 13, 2022 to Mar 30, 2023
Signals
5 dated events
- Patrick John Mccormick (Co-Head Of B••••••••• A••••••••• S•••••••• L•••••) no longer on Schedule A of B••••••••• A••••••••• S•••••••• L••••• (listed 2021-06-18, absent 2021-12-23)Dec 23, 2021 · Control person left · inference
- B••••••••• A••••••••• S•••••••• L••••• reported RAUM $22.1B, up 47% from $15.0B (2021-02-01 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Leo Joseph Dowling (Co-Head Of B••••••••• A••••••••• S•••••••• L•••••) appeared on Schedule A of B••••••••• A••••••••• S•••••••• L•••••Feb 1, 2021 · Control person joined · fact
- B••••••••• A••••••••• S•••••••• L••••• reported RAUM $14.4B, up 43% from $10.0B (2018-10-04 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- B••••••••• A••••••••• S•••••••• L••••• reported RAUM $10.0B, up 30% from $7.7B (2017-11-29 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/blackstonegroupreportedpublic record, Form ADV, Sep 19, 2026
- Website
- blackstone.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-583-5000reportedpublic record, Form ADV, Jun 24, 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