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••••••••• S•••••••• C•••••• A•••••••• L•••••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 165796SEC 801-78088websiteIAPD
Latest filing Mar 30, 2026
First filing on the tape May 15, 2013 · 47 filings
SEC status approved since May 24, 2013
RAUM
$16B
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
53
21 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
18
reported on Schedule D
History
47 filings and snapshots on the tape
RAUM$16B as of Mar 30, 2026
Mar 27, 2014$992M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 27, 20140 then
Employees (5.A)53 as of Mar 30, 2026
Mar 27, 2014231 then
Private funds18 as of Mar 30, 2026
Mar 27, 20142 then
RAUM +8.3% over the last fiscal year+12% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
$741MderivedRAUM 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
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
+8.3%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
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)
  • 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$16B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
21reported
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=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=15.0derived
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
      43 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      B••••••••• S•••••••• C•••••• H••••••• I• •••• S•••Private Equity Fund$3.4B40Mar 28, 2020
      B••••••••• S•••••••• C•••••• H••••••• L•••Private Equity Fund$2.3B71Mar 27, 2014
      B••••••••• S•••••••• C•••••• H••••••• •••••••• L•••Private Equity Fund$2.2B37Mar 27, 2014
      B••••••••• S•••••••• C•••••• H••••••• I• ••••••• L•••Private Equity Fund$1.7B29Mar 28, 2020
      B••••••••• S•••••••• C•••••• H••••••• I• L•••Private Equity Fund$1.4B25Mar 28, 2020
      B••••••••• S•••••••• C•••••• H••••••• •••• C••• L•••no longer reportedPrivate Equity Fund$768M2Mar 29, 2019
      M•• H••••••• M••••• S•• L•••no longer reportedOther Private Fund$649M4Aug 8, 2017
      B••• M••••• I• S•• ••••••• L•••no longer reportedOther Private Fund$450M1Apr 24, 2018
      P•••••• H••••••• M••••• S•• L•••no longer reportedOther Private Fund$400M1Apr 24, 2018
      B••••••••• S•••••••• C•••••• H••••••• I• • C••••••••• L•••Private Equity Fund$317M2Mar 28, 2020
      B••• P••••••• •••• I• L•••Private Equity Fund$317M2Mar 28, 2018
      B••• A• I••••••••• L•••no longer reportedOther Private Fund$267M7Mar 27, 2015
      B••• M••••• I• S•• •••• L•••no longer reportedOther Private Fund$266M5Jul 31, 2015
      B••• P••••••• •••• L•••Private Equity Fund$210M2Mar 28, 2018
      B••• A• •••••••• L•••••no longer reportedOther Private Fund$194M1Apr 26, 2017
      B••• B• I••••••••• L•••no longer reportedOther Private Fund$160M7Mar 27, 2015
      K••••• H••••••• M••••• S•• L•••no longer reportedOther Private Fund$151M1Apr 24, 2018
      B••• M••••• I• S•• •••••••• L•••no longer reportedOther Private Fund$118M1Aug 25, 2016
      B••• M••••• I• S•• •••••••• L•••no longer reportedOther Private Fund$117M1May 27, 2014
      B••••••••• S•••••••• C•••••• H••••••• •••• C••• L•••Private Equity Fund$109M2Mar 28, 2020
      B••• A• •••••••• L•••••no longer reportedOther Private Fund$103M1Mar 27, 2015
      B••• M••••• I• S•• •••••••• L•••no longer reportedOther Private Fund$101M1Nov 27, 2018
      B••• M••••• I• S•• •••••••• L•••no longer reportedOther Private Fund$100M1Nov 27, 2018
      B••• A• •••••••• L•••••no longer reportedOther Private Fund$83.6M1Mar 29, 2016
      B••• B• •••••••• L•••no longer reportedOther Private Fund$81.9M1Apr 26, 2017
      B••••••••• S•••••••• C•••••• H••••••• I• ••• C••••••••• L•••Private Equity Fund$74.4M2Mar 31, 2022
      B••• M••••• I• S•• •••••••• L•••no longer reportedOther Private Fund$69.1M1May 28, 2015
      B••• M••••• I• S•• ••••••• L•••no longer reportedOther Private Fund$65.8M1May 27, 2014
      B••• A• •••••••• L•••••no longer reportedOther Private Fund$50.2M1Mar 29, 2016
      B••• M••••• I• S•• ••••••• L•no longer reportedOther Private Fund$49.7M1May 28, 2015
      B••• B• •••••••• L•••no longer reportedOther Private Fund$43.4M1Mar 27, 2015
      B••• B• ••••••• L•••••no longer reportedOther Private Fund$42.3M1Mar 28, 2018
      B••• M••••• I• S•• ••••••• L•••no longer reportedOther Private Fund$37.5M1Aug 25, 2016
      B••• A• •••••••• L•••••no longer reportedOther Private Fund$35.6M1Mar 28, 2018
      B••• B• •••••••• L•••no longer reportedOther Private Fund$25.6M1Mar 29, 2016
      B••• P••••••• •••• L•••Private Equity Fund$23.9M2Mar 29, 2016
      B••• A• •••••••• L•••••no longer reportedOther Private Fund$17.7M1Mar 29, 2016
      B••• B• •••••••• L•••no longer reportedOther Private Fund$17.2M1Mar 29, 2016
      B••• P••••••• •••• I•• L•••Private Equity Fund$11.6M1Mar 29, 2016
      B••• B• •••••••• L•••no longer reportedOther Private Fund$4.4M1Mar 29, 2016
      All funds of B••••••••• S•••••••• C•••••• A•••••••• L•••••
      Owners and control persons
      Schedule A and B, latest filing
      • B•••••• J•••••• S•••• · Senior Managing Directorcontrol
        since 03/2024 · owns less than 5%
      • C••••• D••••• J••••• · Chief Operating Officercontrol
        since 03/2024 · owns less than 5%
      • M••••••• E••••• C•••••• · General Counselcontrol
        since 03/2024 · owns less than 5%
      • P••••• V•••••• S••••• · Senior Managing Directorcontrol
        since 03/2024 · owns less than 5%
      • S•••••••• N•••• D•••••• · Chief Compliance Officercontrol
        since 03/2024 · owns less than 5%
      • J•••••• J•••••••• A••• · Chief Financial Officer
        since 03/2024 · owns less than 5%
      Entity owners
      • B••••••••• I••••••••• H••••• L••••• · Sole Member
        direct · owns 75% or more
      • B••••••••• G•••• H••••••• L••• · Limited Partner
        indirect · owns 75% or more of Blackstone Securities Partners L.P.
      • B••••••••• H••••••• I• • I• G• L•• · General Partner
        indirect · owns F of Blackstone Holdings I L.P.
      • B••••••••• H••••••• I• L••• · Limited Partner
        indirect · owns 75% or more of Blackstone Group Holdings L.P.
      • B••••••••• I••• · Sole Member
        indirect · owns 75% or more of Blackstone Holdings I / II Gp LLC · public reporting company
      • B••••••••• S••••••••• P••••••• L••• · Sole Member
        indirect · owns 75% or more of Blackstone Intermediary Holdco L.L.C.
      Related persons
      Schedule D 7.A
      Advisers that list B••••••••• S•••••••• C•••••• A•••••••• L••••• as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • San Francisco, CA1 employees
      ADV anomalies
      2 against comparable advisers; where to look, not conclusions
      • affiliate changedChange between filings · filing Mar 30, 2026
        insurance affiliate (Item 7.A.10): no on the filing of 2025-09-18, yes on the filing of 2026-03-30
        peers: asset managers, $5B to $20B (684)
      • private fund count surgeChange between filings · filing Mar 30, 2026
        private funds (Schedule D 7.B.1) moved from 12.0 to 18.0 (+50.0%) between the annual amendments of 2025-04-30 and 2026-03-30; the peer median change was +3.0% (487 comparable advisers, 94.0th percentile of changes)
        peers: asset managers, $5B to $20B (487) · 94% percentile
      What changed
      consecutive filings, newest first
      • Accounts · 12 to 21
        Sep 18, 2025 to Mar 30, 2026
      • Advisory employees · 20 to 21
        Sep 18, 2025 to Mar 30, 2026
      • BD registered reps · 12 to 15
        Sep 18, 2025 to Mar 30, 2026
      • Pooled vehicle clients · 12 to 21
        Sep 18, 2025 to Mar 30, 2026
      • Employees · 46 to 53
        Sep 18, 2025 to Mar 30, 2026
      • Private funds · 12 to 18
        Sep 18, 2025 to Mar 30, 2026
      • Discretionary RAUM · $14B to $16B
        Sep 18, 2025 to Mar 30, 2026
      • Pooled vehicle RAUM · $14B to $16B
        Sep 18, 2025 to Mar 30, 2026
      • RAUM · $14B to $16B
        Sep 18, 2025 to Mar 30, 2026
      • Related insurance company · false to true
        Sep 18, 2025 to Mar 30, 2026
      • Accounts · 14 to 12
        Mar 28, 2024 to Apr 30, 2025
      • Advisory employees · 15 to 20
        Mar 28, 2024 to Apr 30, 2025
      • BD registered reps · 7 to 12
        Mar 28, 2024 to Apr 30, 2025
      • Pooled vehicle clients · 14 to 12
        Mar 28, 2024 to Apr 30, 2025
      • Employees · 29 to 46
        Mar 28, 2024 to Apr 30, 2025
      • Financial planning clients · unset to
        Mar 28, 2024 to Apr 30, 2025
      • Private funds · 14 to 12
        Mar 28, 2024 to Apr 30, 2025
      • Discretionary RAUM · $11B to $14B
        Mar 28, 2024 to Apr 30, 2025
      • Pooled vehicle RAUM · $11B to $14B
        Mar 28, 2024 to Apr 30, 2025
      • RAUM · $11B to $14B
        Mar 28, 2024 to Apr 30, 2025
      • Advisory employees · 118 to 15
        Jan 18, 2024 to Mar 28, 2024
      • BD registered reps · 22 to 7
        Jan 18, 2024 to Mar 28, 2024
      • Employees · 342 to 29
        Jan 18, 2024 to Mar 28, 2024
      • Other offices · 6 to 1
        Jan 18, 2024 to Mar 28, 2024
      • Discretionary RAUM · $11B to $11B
        Jan 18, 2024 to Mar 28, 2024
      • Pooled vehicle RAUM · $11B to $11B
        Jan 18, 2024 to Mar 28, 2024
      • RAUM · $11B to $11B
        Jan 18, 2024 to Mar 28, 2024
      • Advisory employees · 114 to 118
        Jan 10, 2023 to Mar 30, 2023
      • BD registered reps · 23 to 22
        Jan 10, 2023 to Mar 30, 2023
      • Employees · 324 to 342
        Jan 10, 2023 to Mar 30, 2023
      • Discretionary RAUM · $11B to $11B
        Jan 10, 2023 to Mar 30, 2023
      • Pooled vehicle RAUM · $11B to $11B
        Jan 10, 2023 to Mar 30, 2023
      • RAUM · $11B to $11B
        Jan 10, 2023 to Mar 30, 2023
      • Accounts · 13 to 14
        Feb 9, 2022 to Mar 31, 2022
      • Advisory employees · 95 to 114
        Feb 9, 2022 to Mar 31, 2022
      • Pooled vehicle clients · 13 to 14
        Feb 9, 2022 to Mar 31, 2022
      • Employees · 284 to 324
        Feb 9, 2022 to Mar 31, 2022
      • Other offices · 3 to 6
        Feb 9, 2022 to Mar 31, 2022
      • Private funds · 13 to 14
        Feb 9, 2022 to Mar 31, 2022
      • Discretionary RAUM · $10B to $11B
        Feb 9, 2022 to Mar 31, 2022
      Signals
      14 dated events
      • Blackstone Strategic Capital Advisors, L.L.C. reported RAUM $14.4B, up 36% from $10.6B (2024-03-28 to 2025-04-30)
        Apr 30, 2025 · RAUM change · derived
      • Blackstone Strategic Capital Advisors, L.L.C. reported 1 offices beyond its principal office, down from 6 (2024-01-18 to 2024-03-28)
        Mar 28, 2024 · Office count change · derived
      • Leo Joseph Dowling (Global Head Of Blackstone Strategic Capital Advisors L.L.C.) no longer on Schedule A of Blackstone Strategic Capital Advisors, L.L.C. (listed 2024-01-18, absent 2024-03-28)
        Mar 28, 2024 · Control person left · inference
      • Sidney Verdun Perry (Senior Managing Director) appeared on Schedule A of Blackstone Strategic Capital Advisors, L.L.C.
        Mar 28, 2024 · Control person joined · fact
      • Scott Joshua Blaine (Senior Managing Director) appeared on Schedule A of Blackstone Strategic Capital Advisors, L.L.C.
        Mar 28, 2024 · Control person joined · fact
      • Douglas Neil Schwartz (Chief Compliance Officer) appeared on Schedule A of Blackstone Strategic Capital Advisors, L.L.C.
        Mar 28, 2024 · Control person joined · fact
      • Jeremy David Corey (Chief Operating Officer) appeared on Schedule A of Blackstone Strategic Capital Advisors, L.L.C.
        Mar 28, 2024 · Control person joined · fact
      • Clarice Emily Mathews (General Counsel) appeared on Schedule A of Blackstone Strategic Capital Advisors, L.L.C.
        Mar 28, 2024 · Control person joined · fact
      • Patrick John Mccormick (Co-Head Of Blackstone Strategic Capital Advisors L.L.C.) no longer on Schedule A of Blackstone Strategic Capital Advisors, L.L.C. (listed 2021-03-31, absent 2021-12-23)
        Dec 23, 2021 · Control person left · inference
      • Blackstone Strategic Capital Advisors, L.L.C. reported RAUM $10.3B, up 61% from $6.4B (2021-02-01 to 2021-03-31)
        Mar 31, 2021 · RAUM change · derived
      • Leo Joseph Dowling (Co-Head Of Blackstone Strategic Capital Advisors L.L.C.) appeared on Schedule A of Blackstone Strategic Capital Advisors, L.L.C.
        Feb 1, 2021 · Control person joined · fact
      • Blackstone Strategic Capital Advisors, L.L.C. reported RAUM $5.8B, up 57% from $3.7B (2019-01-22 to 2019-03-29)
        Mar 29, 2019 · RAUM change · derived
      • Blackstone Strategic Capital Advisors, L.L.C. reported RAUM $3.7B, down 32% from $5.5B (2017-08-08 to 2018-03-28)
        Mar 28, 2018 · RAUM change · derived
      • Blackstone Strategic Capital Advisors, L.Lc. filed its initial SEC registration (Form ADV)
        May 15, 2013 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/blackstonegroupreportedpublic record, Form ADV, Sep 18, 2026
      Website
      blackstone.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      212-583-5000reportedpublic record, Form ADV, Mar 30, 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