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••••••••• P••••••• A••••••• L•••
Latest filing Sep 8, 2026
First filing on the tape Apr 30, 2015 · 41 filings
SEC status approved since May 13, 2015
RAUM
$77B
reported, Item 5.F
Discretionary
75%
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
575
391 advisory (5.B.1)
Offices
14
beyond the principal office
Private funds
0
reported on Schedule D
History
41 filings and snapshots on the tape
RAUM$77B as of Mar 30, 2026
Mar 30, 2016$9.5B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 30, 20160 then
Employees (5.A)575 as of Mar 30, 2026
Mar 30, 2016282 then
Private funds78 as of Mar 30, 2026
Mar 30, 201616 then
RAUM +5.1% over the last fiscal year-3.1% a year over threeIARs 0 to 0offices 13 to 14
Practice profile
derived from the filing of Sep 8, 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
- $879MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 75%derivedof RAUM
- Institutional
- 0.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived15 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.1%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
- 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$77B100%
- State and municipal entities$338M0.4%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 88reported
- Financial planning clients
- n/areported
- 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=28.0derived
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
62 reported on Schedule D 7.B.(1)
All funds of B••••••••• P••••••• A••••••• L•••
Owners and control persons
Schedule A and B, latest filing
- K••••• F•••••• M•••• · Global R••• E••••• General Counsel Of Registrantcontrolsince 01/2017 · owns less than 5%
- L•••••••• W•••••• M••••••• · Global Head Of C•••+ R••• E•••••controlsince 01/2023 · owns less than 5%
- M••••••••• K•••••••• T•••••• · Global Co-Head Of R••• E•••••controlsince 02/2018 · owns less than 5%
- M•••••• N•••••• N•• · Global Co-Head Of R••• E•••••controlsince 01/2024 · owns less than 5%
- Q••••••• P•••• D••••• · R••• E••••• Chief Financial Officercontrolsince 01/2015 · owns less than 5%
- R••••• M••••••••• K••• · Chief Compliance Officercontrolsince 01/2021 · owns less than 5%
Entity owners
- B••••••••• I••••••••• H••••• L•••• · L•••••• Partner Of Registrantdirect · owns 75% or more
- B•• A••••••• L••••• · General Partner Of Registrantdirect · owns less than 5%
- B••••••••• G•••• H••••••• L••• · L•••••• Partnerindirect · owns 75% or more of B••••••••• S••••••••• P••••••• L•••
- B••••••••• H••••••• I• L••• · L•••••• Partnerindirect · owns 75% or more of B••••••••• G•••• H••••••• L•••
- B••••••••• H••••••• I••• G• L•• · General Partnerindirect · owns F of B••••••••• H••••••• I• L•••
- B••••••••• I••• · Sole Memberindirect · owns 75% or more of B••••••••• H••••••• I••• G• L•• · public reporting company
- B••••••••• I••••••••• H••••• L••••• · Sole Memberindirect · owns 75% or more of B•• A••••••• L•••••
- B••••••••• S••••••••• P••••••• L••• · Sole Memberindirect · owns 75% or more of B••••••••• I••••••••• H••••• L••••
Related persons
Schedule D 7.A
- A•• I••••••••• M••••••• L•••investment advisern
- A••••••••• F••••••••• L••broker-dealern
- B••••••••• ••••••••• E••••• I••••••••• M••••••••• C•• L•••investment advisern
- B••••••••• A••••••••• S••••••• C••••• U••investment advisern
- B••••••••• A••••••• I•••• P•••••• L••••••investment advisern
- B••••••••• A• A••••••••• L•••investment adviserpooled vehicle sponsorn
- 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••••••••• S•••••••• L•••••investment adviserbanknRAUM $20B
- B••••••••• A•••• B•••• F•••••• A••••••• L•investment advisernRAUM $70B
- B••••••••• C•••••• I••••• L•••investment advisern
- 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•••••• P•••• A••••••••• L•••investment adviserpooled vehicle sponsorn
- B••••••••• L••• S••••••• A••••••• L•••••investment adviserbanknRAUM $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
Advisers that list B••••••••• P••••••• A••••••• L••• as a related person
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom122 employees
- Hong Kong, Hong Kong26 employees
- Mumbai, India24 employees
- Sydney, Australia24 employees
- S••••••••, Singapore22 employees
- S•••••••, China16 employees
- Tokyo, Japan13 employees
- Seoul, Korea, South6 employees
- Santa Monica, CA6 employees
- Toronto, Canada3 employees
What changed
consecutive filings, newest first
- Financial planning clients · to unsetMar 30, 2026 to Sep 8, 2026
- Private funds · 78 to unsetMar 30, 2026 to Sep 8, 2026
- Succession · false to unsetMar 30, 2026 to Sep 8, 2026
- Accounts · 67 to 88Jan 30, 2026 to Mar 30, 2026
- Advisory employees · 434 to 391Jan 30, 2026 to Mar 30, 2026
- BD registered reps · 34 to 28Jan 30, 2026 to Mar 30, 2026
- Pooled vehicle clients · 68 to 89Jan 30, 2026 to Mar 30, 2026
- Employees · 651 to 575Jan 30, 2026 to Mar 30, 2026
- Other offices · 13 to 14Jan 30, 2026 to Mar 30, 2026
- Private funds · 59 to 78Jan 30, 2026 to Mar 30, 2026
- Discretionary RAUM · $56B to $58BJan 30, 2026 to Mar 30, 2026
- Non-discretionary RAUM · $18B to $20BJan 30, 2026 to Mar 30, 2026
- Pooled vehicle RAUM · $73B to $77BJan 30, 2026 to Mar 30, 2026
- RAUM · $74B to $77BJan 30, 2026 to Mar 30, 2026
- Related insurance company · false to trueJan 30, 2026 to Mar 30, 2026
- Financial planning clients · unset to May 20, 2025 to Jul 31, 2025
- Private funds · 58 to 59May 20, 2025 to Jul 31, 2025
- Private funds · 57 to 58Mar 28, 2025 to May 20, 2025
- Accounts · 64 to 67Feb 21, 2025 to Mar 28, 2025
- Advisory employees · 445 to 434Feb 21, 2025 to Mar 28, 2025
- BD registered reps · 40 to 34Feb 21, 2025 to Mar 28, 2025
- Pooled vehicle clients · 65 to 68Feb 21, 2025 to Mar 28, 2025
- Employees · 670 to 651Feb 21, 2025 to Mar 28, 2025
- Other offices · 10 to 13Feb 21, 2025 to Mar 28, 2025
- Discretionary RAUM · $60B to $56BFeb 21, 2025 to Mar 28, 2025
- Non-discretionary RAUM · $18B to $18BFeb 21, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $77B to $73BFeb 21, 2025 to Mar 28, 2025
- RAUM · $78B to $74BFeb 21, 2025 to Mar 28, 2025
- Private funds · 56 to 57Nov 5, 2024 to Feb 21, 2025
- Private funds · 54 to 56Mar 28, 2024 to Nov 5, 2024
- Accounts · 66 to 64Feb 28, 2024 to Mar 28, 2024
- Advisory employees · 447 to 445Feb 28, 2024 to Mar 28, 2024
- BD registered reps · 44 to 40Feb 28, 2024 to Mar 28, 2024
- Employees · 708 to 670Feb 28, 2024 to Mar 28, 2024
- Discretionary RAUM · $66B to $60BFeb 28, 2024 to Mar 28, 2024
- Non-discretionary RAUM · $19B to $18BFeb 28, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $84B to $77BFeb 28, 2024 to Mar 28, 2024
- RAUM · $85B to $78BFeb 28, 2024 to Mar 28, 2024
- Accounts · 62 to 66Mar 31, 2022 to Mar 30, 2023
- Advisory employees · 408 to 447Mar 31, 2022 to Mar 30, 2023
Signals
9 dated events
- Nmn Nadeem Meghji (Global Co-Head Of Real Estate) appeared on Schedule A of B••••••••• P••••••• A••••••• L•••Jan 30, 2024 · Control person joined · fact
- Meredith Wesley Lepatner (Global Head Of Core+ Real Estate) appeared on Schedule A of B••••••••• P••••••• A••••••• L•••Jan 30, 2024 · Control person joined · fact
- Alan Kenneth Caplan (Global Co-Head Of Real Estate) no longer on Schedule A of B••••••••• P••••••• A••••••• L••• (listed 2023-09-08, absent 2024-01-30)Jan 30, 2024 · Control person left · inference
- B••••••••• P••••••• A••••••• L••• reported RAUM $69.3B, up 45% from $47.7B (2022-02-09 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- B••••••••• P••••••• A••••••• L••• reported RAUM $47.7B, up 35% from $35.4B (2021-02-26 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Kane Madeleine Russo (Chief Compliance Officer) appeared on Schedule A of B••••••••• P••••••• A••••••• L•••Jan 27, 2021 · Control person joined · fact
- John Patrick Kassen (Chief Compliance Officer) no longer on Schedule A of B••••••••• P••••••• A••••••• L••• (listed 2020-05-29, absent 2021-01-27)Jan 27, 2021 · Control person left · inference
- B••••••••• P••••••• A••••••• L••• reported RAUM $24.6B, up 79% from $13.7B (2018-03-01 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
- B••••••••• P••••••• A••••••• L••• filed its initial SEC registration (Form ADV)Apr 30, 2015 · ria f•••• adv filing · fact
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 18, 2026
- Website
- apple.co/31Pe1Ggreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-583-5000reportedpublic record, Form ADV, Sep 8, 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
B••••••••• P••••••• A••••••• L••• 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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