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.
SEC-registered adviser
Blackstone Tactical Opportunities Advisors L.L.C.
Latest filing Jul 21, 2026
First filing on the tape Feb 13, 2012 · 56 filings
SEC status approved since Feb 22, 2012
RAUM
$40B
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
83
78 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
103
reported on Schedule D
History
56 filings and snapshots on the tape
RAUM$40B as of Jul 21, 2026
Mar 28, 2013$1.7B then
HNW client RAUM$0 as of Jul 21, 2026
Mar 29, 2018$0 then
State-registered IARs (5.B.3)0 as of Jul 21, 2026
Mar 28, 20130 then
Employees (5.A)83 as of Jul 21, 2026
Mar 28, 201352 then
Private funds103 as of Jul 21, 2026
Mar 28, 20138 then
RAUM -2.2% over the last fiscal year+4.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 21, 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
- $388MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 3.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- -2.2%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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 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)
- 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$39B97%
- Sovereign wealth funds$1.3B3.3%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 104reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.97 institutional_share=0.03 related_bd=true related_bank=true bd_reps=5.0derived
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
99 reported on Schedule D 7.B.(1)
All funds of Blackstone Tactical Opportunities Advisors L.L.C.
Owners and control persons
Schedule A and B, latest filing
- Scott David Blitzer · Global Head Of Tactical Opportunitiessince 12/2011 · owns less than 5%
- Jamal Christopher James · Chief Operating Officersince 12/2011 · owns less than 5%
- Fred Joshua Shapiro · Chief Compliance Officersince 07/2022 · owns less than 5%
- Michael Christopher Striano · Chief Financial Officersince 01/2013 · owns less than 5%
Entity owners
- Blackstone Intermediary Holdco L.L.C. · Sole Memberdirect · owns 75% or more
- Blackstone Group Holdings L.P. · Limited Partnerindirect · owns 75% or more of Blackstone Securities Partners L.P.
- Blackstone Holdings I / II Gp LLC · General Partnerindirect · owns F of Blackstone Holdings I L.P.
- Blackstone Holdings I L.P. · Limited Partnerindirect · owns 75% or more of Blackstone Group Holdings L.P.
- Blackstone Inc. · Sole Memberindirect · owns 75% or more of Blackstone Holdings I / II Gp LLC · public reporting company
- Blackstone Securities Partners L.P. · Sole Memberindirect · owns 75% or more of Blackstone Intermediary Holdco L.L.C.
Related persons
Schedule D 7.A
- Ask Investment Managers Ltd.investment advisern
- Assetpoint Financial, LLCbroker-dealern
- Blackstone (Shanghai) Equity Investments Management Co. Ltd.investment advisern
- Blackstone Administrative Services Canada Ulcinvestment advisern
- Blackstone Advisors India Private Limitedinvestment advisern
- Blackstone Advisors Korea Limitedinvestment advisern
- Blackstone Alternative Asset Management L.P.investment adviserbanknRAUM $92B
- Blackstone Alternative Credit Advisors LPinvestment adviserbanknRAUM $44B
- Blackstone Alternative Investment Advisors LLCinvestment adviserbanknRAUM $5.4B
- Blackstone Alternative Solutions L.L.C.investment adviserbanknRAUM $20B
- Blackstone Asset Based Finance Advisors LPinvestment advisernRAUM $70B
- Blackstone Capital Israel Ltd.investment advisern
- Blackstone Clo Management LLCinvestment adviserbanknRAUM $31B
- Blackstone Communications Advisors I LLCinvestment advisernRAUM $45.3M
- Blackstone Core Equity Advisors L.L.C.investment advisernRAUM $3.7B
- Blackstone Credit Bdc Advisors LLCinvestment adviserbanknRAUM $101B
- Blackstone Credit Systematic Strategies LLCinvestment adviserbankpooled vehicle sponsornRAUM $36B
- Blackstone Europe Fund Management S.A.R.L.investment advisern
- Blackstone Europe Llpinvestment advisern
- Blackstone Growth Advisors L.L.C.investment advisernRAUM $10B
- Blackstone Infrastructure Advisors L.L.C.investment adviserbanknRAUM $80B
- Blackstone Ireland Fund Management Limitedinvestment adviserbanknRAUM $2.5B
- Blackstone Ireland Limitedinvestment advisernRAUM $15B
- Blackstone Isg-I Advisors L.L.C.investment adviserbanknRAUM $184B
- Blackstone Isg-II Advisors L.L.C.investment adviserbanknRAUM $8.0B
- Blackstone Life Sciences Advisors L.L.C.investment advisernRAUM $13B
- Blackstone Liquid Credit Advisors I LLCinvestment adviserbanknRAUM $52B
- Blackstone Liquid Credit Strategies LLCinvestment adviserbanknRAUM $19B
- Blackstone Management Partners IV L.L.C.investment advisernRAUM $2.1B
- Blackstone Management Partners L.L.C.investment adviserbanknRAUM $146B
Advisers that list Blackstone Tactical Opportunities Advisors L.L.C. as a related person
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom23 employees
- Hong Kong, China5 employees
- Sydney, Australia3 employees
- San Francisco, CA2 employees
What changed
consecutive filings, newest first
- Accounts · 94 to 104Mar 28, 2025 to Mar 30, 2026
- Advisory employees · 77 to 78Mar 28, 2025 to Mar 30, 2026
- BD registered reps · 2 to 5Mar 28, 2025 to Mar 30, 2026
- Pooled vehicle clients · 93 to 103Mar 28, 2025 to Mar 30, 2026
- Employees · 82 to 83Mar 28, 2025 to Mar 30, 2026
- Private funds · 93 to 103Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $41B to $40BMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $40B to $39BMar 28, 2025 to Mar 30, 2026
- RAUM · $41B to $40BMar 28, 2025 to Mar 30, 2026
- Related insurance company · false to trueMar 28, 2025 to Mar 30, 2026
- Accounts · 91 to 94Mar 28, 2024 to Mar 28, 2025
- Advisory employees · 75 to 77Mar 28, 2024 to Mar 28, 2025
- BD registered reps · 3 to 2Mar 28, 2024 to Mar 28, 2025
- Pooled vehicle clients · 90 to 93Mar 28, 2024 to Mar 28, 2025
- Employees · 81 to 82Mar 28, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 28, 2025
- Other offices · 4 to 3Mar 28, 2024 to Mar 28, 2025
- Private funds · 90 to 93Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $38B to $41BMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $37B to $40BMar 28, 2024 to Mar 28, 2025
- RAUM · $38B to $41BMar 28, 2024 to Mar 28, 2025
- Accounts · 86 to 91Mar 31, 2023 to Mar 28, 2024
- Advisory employees · 112 to 75Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 85 to 90Mar 31, 2023 to Mar 28, 2024
- Employees · 118 to 81Mar 31, 2023 to Mar 28, 2024
- Other offices · 6 to 4Mar 31, 2023 to Mar 28, 2024
- Private funds · 85 to 90Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $36B to $38BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $35B to $37BMar 31, 2023 to Mar 28, 2024
- RAUM · $36B to $38BMar 31, 2023 to Mar 28, 2024
- Accounts · 85 to 86Jul 7, 2022 to Mar 31, 2023
- Advisory employees · 109 to 112Jul 7, 2022 to Mar 31, 2023
- Pooled vehicle clients · 84 to 85Jul 7, 2022 to Mar 31, 2023
- Employees · 115 to 118Jul 7, 2022 to Mar 31, 2023
- Other offices · 7 to 6Jul 7, 2022 to Mar 31, 2023
- Discretionary RAUM · $38B to $36BJul 7, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $37B to $35BJul 7, 2022 to Mar 31, 2023
- RAUM · $38B to $36BJul 7, 2022 to Mar 31, 2023
- Private funds · 84 to 85Mar 31, 2022 to May 9, 2022
- Accounts · 76 to 85Feb 9, 2022 to Mar 31, 2022
Signals
3 dated events
- Blackstone Tactical Opportunities Advisors L.L.C. reported RAUM $38.3B, up 33% from $28.8B (2022-02-09 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Blackstone Tactical Opportunities Advisors L.L.C. reported RAUM $27.6B, up 27% from $21.7B (2018-11-26 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Blackstone Tactical Opportunities Advisors L.L.C. reported RAUM $21.7B, up 36% from $16.0B (2017-09-27 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Blackstone Tactical Opportunities Advisors L.L.C. · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/blackstonegroupreportedpublic record, Form ADV, Sep 17, 2026
- Website
- blackstone.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 212-583-5000reportedpublic record, Form ADV, Jul 21, 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