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
Blue Owl Real Estate Capital LLC
Latest filing May 22, 2026
First filing on the tape Sep 7, 2012 · 40 filings
SEC status approved since Sep 17, 2012
RAUM
$68B
reported, Item 5.F
Discretionary
95%
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
130
130 advisory (5.B.1)
Offices
9
beyond the principal office
Private funds
54
reported on Schedule D
History
40 filings and snapshots on the tape
RAUM$68B as of May 22, 2026
Mar 28, 2013$290M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 22, 2026
Mar 28, 20130 then
Employees (5.A)130 as of May 22, 2026
Mar 28, 20136 then
Private funds54 as of May 22, 2026
Mar 28, 20133 then
RAUM +29% over the last fiscal year+54% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 22, 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
- $746MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 95%derivedof RAUM
- Institutional
- 14%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived10 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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $46B, 67 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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$57B85%
- Sovereign wealth funds$7.0B10%
- State and municipal entities$2.0B3.0%
- Insurance companies$765M1.1%
- Corporations and businesses$50.0M0.1%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 91reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $46B for 67 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.85 institutional_share=0.14 related_bd=true related_bank=true bd_reps=3.0derived
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
22 reported on Schedule D 7.B.(1)
Owners and control persons
Schedule A and B, latest filing
- Nmn Karen Hager · Chief Compliance Officercontrolsince 12/2021 · owns less than 5%
- Jay Alan Kirshenbaum · Chief Financial Officercontrolsince 12/2021 · owns less than 5%
- Steven Marc Lipschultz · Co-Chief Executive Officercontrolsince 05/2023 · owns less than 5%
- Irving Douglas Ostrover · Co-Chief Executive Officercontrolsince 12/2021 · owns less than 5%
- Robert Andrew Polland · Chief Operating Officercontrolsince 12/2021 · owns less than 5%
- Ann Neena Reddy · Chief Legal Officercontrolsince 12/2021 · owns less than 5%
- Nmn Marc Zahr · Co-Presidentcontrolsince 09/2011 · owns less than 5%
Entity owners
- Blue Owl Real Estate Holdings LP · Memberdirect · owns 75% or more
- Blue Owl Capital Gp Holdings LLC · Memberindirect · owns 75% or more of Blue Owl Capital Gp LLC
- Blue Owl Capital Gp LLC · General Partnerindirect · owns F of Blue Owl Real Estate Holdings LP
- Blue Owl Capital Gp LLC · General Partnerindirect · owns F of Blue Owl Capital Holdings LP
- Blue Owl Capital Holdings LP · Limited Partnerindirect · owns 75% or more of Blue Owl Real Estate Holdings LP
- Blue Owl Capital Inc. · Memberindirect · owns 75% or more of Blue Owl Capital Gp Holdings LLC · public reporting company
- Nbsh Acquisition, LLC · Memberindirect · owns F of Nbsh Blue Investments, LLC
- Nbsh Blue Investments, LLC · Limited Partnerindirect · owns 25% to 50% of Blue Owl Capital Holdings LP
Related persons
Schedule D 7.A
- Blue Owl Credit Advisors LLCinvestment adviserbankpooled vehicle sponsornRAUM $65B
- Blue Owl Credit Private Fund Advisors LLCinvestment adviserbankpooled vehicle sponsornRAUM $46B
- Blue Owl Diversified Credit Advisors LLCinvestment adviserbankpooled vehicle sponsornRAUM $4.1B
- Blue Owl Diversified Lending (Cp) Gp LLCpooled vehicle sponsorn
- Blue Owl Diversified Lending 2020 Gp LLCpooled vehicle sponsorn
- Blue Owl First Lien Gp LLCpooled vehicle sponsorn
- Blue Owl First Lien II Gp LLCpooled vehicle sponsorn
- Blue Owl Funding Partners Gp LLCpooled vehicle sponsorn
- Blue Owl Gp Stakes Advantage Associates LPpooled vehicle sponsorn
- Blue Owl Gp Stakes Associates Dgp Co-Invest LPpooled vehicle sponsorn
- Blue Owl Gp Stakes Associates III LPpooled vehicle sponsorn
- Blue Owl Gp Stakes Associates IV LPpooled vehicle sponsorn
- Blue Owl Gp Stakes Associates V LPpooled vehicle sponsorn
- Blue Owl Gp Stakes Associates Vi LPpooled vehicle sponsorn
- Blue Owl Gp Stakes Gp Holdings LLCpooled vehicle sponsorn
- Blue Owl Gp Stakes I Gp LLCpooled vehicle sponsorn
- Blue Owl Gp Stakes II Gp LLCpooled vehicle sponsorn
- Blue Owl Gpsc Advisors LLCinvestment adviserbankpooled vehicle sponsornRAUM $95B
- Blue Owl Gpsc IV Advisors LLCinvestment adviserbankpooled vehicle sponsorn
- Blue Owl Healthcare Opportunities Advisors LLCinvestment adviserbankpooled vehicle sponsorn
- Blue Owl Healthcare Opportunities Gp II LLCpooled vehicle sponsorn
- Blue Owl Healthcare Opportunities Gp III LLCpooled vehicle sponsorn
- Blue Owl Healthcare Opportunities Gp IV LLCpooled vehicle sponsorn
- Blue Owl Homecourt Associates LLCpooled vehicle sponsorn
- Blue Owl Liquid Credit Advisors LLCinvestment adviserpooled vehicle sponsorn
- Blue Owl Mc Debt Opportunities Gp LLCpooled vehicle sponsorn
- Blue Owl Nl Opportunity Credit Gp LLCpooled vehicle sponsorn
- Blue Owl Nl Opportunity Credit Manager LLCpooled vehicle sponsorn
- Blue Owl Opportunistic Lending Co-Invest II (A) Gp LLCpooled vehicle sponsorn
- Blue Owl Opportunistic Lending Dl (C) Gp LLCpooled vehicle sponsorn
Advisers that list Blue Owl Real Estate Capital LLC as a related person
Offices
Schedule D 1.F, the 25 largest
- New York, NY2 employees
- Short Hills, NJ1 employees
What changed
consecutive filings, newest first
- Private funds · 53 to 54Apr 29, 2026 to May 22, 2026
- Accounts · 79 to 91Feb 26, 2026 to Mar 31, 2026
- Advisory employees · 110 to 130Feb 26, 2026 to Mar 31, 2026
- BD registered reps · 2 to 3Feb 26, 2026 to Mar 31, 2026
- Corporate clients · 0 to 1Feb 26, 2026 to Mar 31, 2026
- Pooled vehicle clients · 52 to 68Feb 26, 2026 to Mar 31, 2026
- Assets in custody · $36B to $46BFeb 26, 2026 to Mar 31, 2026
- Employees · 110 to 130Feb 26, 2026 to Mar 31, 2026
- Private funds · 51 to 53Feb 26, 2026 to Mar 31, 2026
- Discretionary RAUM · $53B to $64BFeb 26, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $871M to $3.6BFeb 26, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $45B to $57BFeb 26, 2026 to Mar 31, 2026
- RAUM · $54B to $68BFeb 26, 2026 to Mar 31, 2026
- Private funds · 50 to 51Dec 22, 2025 to Feb 26, 2026
- Private funds · 41 to 50Jul 10, 2025 to Aug 27, 2025
- Financial planning clients · unset to Jun 4, 2025 to Jul 10, 2025
- Assets in custody · $35B to $36BMar 31, 2025 to May 7, 2025
- Discretionary RAUM · $52B to $53BMar 31, 2025 to May 7, 2025
- Pooled vehicle RAUM · $44B to $45BMar 31, 2025 to May 7, 2025
- RAUM · $53B to $54BMar 31, 2025 to May 7, 2025
- Accounts · 26 to 79Dec 26, 2024 to Mar 31, 2025
- Advisory employees · 30 to 110Dec 26, 2024 to Mar 31, 2025
- Advisory activities · 1 to 2Dec 26, 2024 to Mar 31, 2025
- BD registered reps · 1 to 2Dec 26, 2024 to Mar 31, 2025
- Pooled vehicle clients · 26 to 52Dec 26, 2024 to Mar 31, 2025
- Assets in custody · $21B to $35BDec 26, 2024 to Mar 31, 2025
- Employees · 30 to 110Dec 26, 2024 to Mar 31, 2025
- Other offices · 2 to 9Dec 26, 2024 to Mar 31, 2025
- Private funds · 14 to 41Dec 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $25B to $52BDec 26, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $127M to $871MDec 26, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $25B to $44BDec 26, 2024 to Mar 31, 2025
- RAUM · $25B to $53BDec 26, 2024 to Mar 31, 2025
- Accounts · 32 to 26Mar 28, 2024 to May 8, 2024
- Pooled vehicle clients · 32 to 26Mar 28, 2024 to May 8, 2024
- Assets in custody · $21B to $21BMar 28, 2024 to May 8, 2024
- Other offices · 1 to 2Mar 28, 2024 to May 8, 2024
- Private funds · 11 to 14Mar 28, 2024 to May 8, 2024
- Discretionary RAUM · $25B to $25BMar 28, 2024 to May 8, 2024
- Non-discretionary RAUM · $0 to $127MMar 28, 2024 to May 8, 2024
Signals
19 dated events
- Blue Owl Real Estate Capital Llc reported RAUM $67.9B, up 26% from $53.8B (2026-02-26 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Blue Owl Real Estate Capital Llc reported RAUM $52.8B, up 111% from $25.1B (2024-12-26 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Blue Owl Real Estate Capital Llc reported 9 offices beyond its principal office, up from 2 (2024-12-26 to 2025-03-31)Mar 31, 2025 · Office count change · derived
- Blue Owl Real Estate Capital Llc reported RAUM $25.3B, up 37% from $18.4B (2024-03-06 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Douglass Michael Rees (Co-President) no longer on Schedule A of Blue Owl Real Estate Capital Llc (listed 2023-05-31, absent 2023-07-14)Jul 14, 2023 · Control person left · inference
- Nmn Karen Hager (Chief Compliance Officer) appeared on Schedule A of Blue Owl Real Estate Capital LlcJan 28, 2022 · Control person joined · fact
- Ann Neena Reddy (Chief Legal Officer) appeared on Schedule A of Blue Owl Real Estate Capital LlcJan 28, 2022 · Control person joined · fact
- Jay Alan Kirshenbaum (Chief Financial Officer) appeared on Schedule A of Blue Owl Real Estate Capital LlcJan 28, 2022 · Control person joined · fact
- Steven Marc Lipschultz (Co-President) appeared on Schedule A of Blue Owl Real Estate Capital LlcJan 28, 2022 · Control person joined · fact
- Irving Douglas Ostrover (Chief Executive Officer) appeared on Schedule A of Blue Owl Real Estate Capital LlcJan 28, 2022 · Control person joined · fact
- Robert Andrew Polland (Chief Operating Officer) appeared on Schedule A of Blue Owl Real Estate Capital LlcJan 28, 2022 · Control person joined · fact
- Douglass Michael Rees (Co-President) appeared on Schedule A of Blue Owl Real Estate Capital LlcJan 28, 2022 · Control person joined · fact
- Florence Larissa Herczeg (Managing Partner) no longer on Schedule A of Blue Owl Real Estate Capital Llc (listed 2021-11-05, absent 2022-01-28)Jan 28, 2022 · Control person left · inference
- Joseph James Hennessey (Chief Compliance Officer, Chief Financial Officer & Managing Partner) no longer on Schedule A of Blue Owl Real Estate Capital Llc (listed 2021-11-05, absent 2022-01-28)Jan 28, 2022 · Control person left · inference
- Blue Owl Real Estate Capital Llc reported RAUM $11.5B, up 67% from $6.9B (2020-03-30 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Blue Owl Real Estate Capital Llc reported RAUM $6.9B, up 112% from $3.2B (2019-03-30 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Blue Owl Real Estate Capital Llc reported RAUM $3.2B, up 58% from $2.1B (2018-03-29 to 2019-03-30)Mar 30, 2019 · RAUM change · derived
- Blue Owl Real Estate Capital Llc reported RAUM $2.1B, up 33% from $1.5B (2017-03-31 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- Oak Street Real Estate Capital, Llc filed its initial SEC registration (Form ADV)Sep 7, 2012 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Blue Owl Real Estate Capital LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/blue-owl-capitalreportedpublic record, Form ADV, Sep 17, 2026
- Website
- blueowl.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (212) 419-3000reportedpublic record, Form ADV, May 22, 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
Across the graphs
Blue Owl Real Estate Capital LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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