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.

Former SEC-registered adviser

Blackstone Core Equity Advisors L.L.C.

Former SEC-registered adviserNew York, New YorkCRD 175228SEC 801-88224IAPD
Latest filing Mar 31, 2017
First filing on the tape Apr 1, 2015 · 5 filings
RAUM
$3.7B
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
203
157 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
3
$3.9B gross assets
History
5 filings and snapshots on the tape
RAUM$3.7B as of Mar 31, 2017
Mar 30, 2016$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2017
Mar 30, 20160 then
Employees (5.A)203 as of Mar 31, 2017
Mar 30, 2016194 then
Private funds3 as of Mar 31, 2017
Mar 30, 20162 then
RAUM n/a over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2017; 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
$935MderivedRAUM 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
unknownderivedbetween 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)
  • 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)
  • controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
4reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
$0 for 0 clientsreported
Compensation
% of AUM, performancereported
Class basis
absent from the latest SEC rosterderived
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
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Patrick Joseph Baratta · Global Head Of Private Equity
        since 01/2013 · owns less than 5%
      • Arjandas Prakash Melwani · Head Of Core Private Equity Strategy
        since 08/2015 · owns less than 5%
      • Raoul Omar Rehman · Chief Compliance Officer
        since 02/2015 · owns less than 5%
      • Vikrant Sawhney · Chief Operating Officer
        since 02/2015 · owns less than 5%
      • Michael Christopher Striano · Chief Financial Officer
        since 02/2015 · owns less than 5%
      Entity owners
      • Blackstone Intermediary Holdco L.L.C. · Sole Member
        direct · owns 75% or more
      • Blackstone Advisory Partners L.P. · Sole Member
        indirect · owns 75% or more of Blackstone Intermediary Holdco L.L.C.
      • Blackstone Group Holdings L.P. · Limited Partner
        indirect · owns 75% or more of Blackstone Advisory Partners L.P.
      • Blackstone Holdings I L.P. · Limited Partner
        indirect · owns 75% or more of Blackstone Group Holdings L.P.
      • Blackstone Holdings I/II Gp Inc. · General Partner
        indirect · owns F of Blackstone Holdings I L.P.
      • The Blackstone Group L.P. · Shareholder
        indirect · owns 75% or more of Blackstone Holdings I/II Gp Inc. · public reporting company
      Related persons
      Schedule D 7.A
      Advisers that list Blackstone Core Equity Advisors L.L.C. as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • Dusseldorf, Germany
      • Hong Kong, China
      • London, United Kingdom
      • Mumbai, India
      • Singapore, Singapore
      • Sydney, Australia
      What changed
      consecutive filings, newest first
      • Accounts · 0 to 4
        Mar 30, 2016 to Mar 31, 2017
      • Advisory employees · 144 to 157
        Mar 30, 2016 to Mar 31, 2017
      • BD registered reps · 14 to 12
        Mar 30, 2016 to Mar 31, 2017
      • Employees · 194 to 203
        Mar 30, 2016 to Mar 31, 2017
      • Private funds · 2 to 3
        Mar 30, 2016 to Mar 31, 2017
      • Discretionary RAUM · $0 to $3.7B
        Mar 30, 2016 to Mar 31, 2017
      • RAUM · $0 to $3.7B
        Mar 30, 2016 to Mar 31, 2017
      • Accounts · unset to 0.0
        Oct 16, 2015 to Mar 30, 2016
      • Advisory employees · 140 to 144
        Oct 16, 2015 to Mar 30, 2016
      • Assets in custody · unset to 0.0
        Oct 16, 2015 to Mar 30, 2016
      • Custody of client assets · false to true
        Oct 16, 2015 to Mar 30, 2016
      • Employees · 213 to 194
        Oct 16, 2015 to Mar 30, 2016
      • Private funds · unset to 2
        Oct 16, 2015 to Mar 30, 2016
      • Discretionary RAUM · unset to 0.0
        Oct 16, 2015 to Mar 30, 2016
      • Non-discretionary RAUM · unset to 0.0
        Oct 16, 2015 to Mar 30, 2016
      • RAUM · unset to 0.0
        Oct 16, 2015 to Mar 30, 2016
      Signals
      1 dated events
      • Blackstone Core Equity Advisors L.L.C. filed its initial SEC registration (Form ADV)
        Apr 1, 2015 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      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
      Former SEC-registered adviserderiveda 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