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 Credit Advisors LLC
Latest filing Mar 31, 2026
First filing on the tape Jan 27, 2016 · 29 filings
SEC status approved since Feb 17, 2016
RAUM
$65B
reported, Item 5.F
Discretionary
99%
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
250
250 advisory (5.B.1)
Offices
8
beyond the principal office
Private funds
20
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$65B as of Mar 31, 2026
Mar 29, 2017$1.2M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20170 then
Employees (5.A)250 as of Mar 31, 2026
Mar 29, 201732 then
Private funds20 as of Mar 31, 2026
Mar 24, 20202 then
RAUM +14% over the last fiscal year+28% a year over threeIARs 0 to 0offices 6 to 8
Practice profile
derived from the filing of Mar 31, 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
- $2.5BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived9 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%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 vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- $1.1B, 4 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$9.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 26reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.1B for 4 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=1.0derived
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
14 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Owl Rock Clo II, Ltd | Securitized Asset Fund | $4.0B | 1 | Mar 24, 2020 |
| Owl Rock Clo V, Ltd | Securitized Asset Fund | $679M | 1 | Mar 30, 2021 |
| Owl Rock Clo I, Ltd | Securitized Asset Fund | $493M | 1 | Mar 24, 2020 |
| Owl Rock Clo IV, Ltd | Securitized Asset Fund | $457M | 1 | Mar 30, 2021 |
| Blue Owl First Lien Master Fund II LP | Hedge Fund | $411M | 52 | Nov 29, 2021 |
| Owl Rock Clo III, Ltd | Securitized Asset Fund | $404M | 1 | Mar 30, 2021 |
| Owl Rock Clo Vi, Ltd | Securitized Asset Fund | $404M | 1 | Mar 31, 2022 |
| Owl Rock Clo Viii, LLC | Securitized Asset Fund | $402M | 1 | Mar 31, 2023 |
| Owl Rock Clo Xii, LLC | Securitized Asset Fund | $401M | 1 | Mar 28, 2024 |
| Owl Rock Clo Xiii, LLC | Securitized Asset Fund | $400M | 1 | Mar 28, 2024 |
| Owl Rock Clo Xi, LLC | Securitized Asset Fund | $399M | 1 | Mar 28, 2024 |
| Owl Rock Clo X, LLC | Securitized Asset Fund | $399M | 1 | Mar 28, 2024 |
| Owl Rock Clo Vii, LLC | Securitized Asset Fund | $353M | 1 | Mar 31, 2023 |
| Blue Owl Opportunistic Lending II Master Fund I LP | Private Equity Fund | $0 | 0 | Jan 18, 2023 |
Owners and control persons
Schedule A and B, latest filing
- Nmn Karen Hager · Chief Compliance Officercontrolsince 05/2021 · owns less than 5%
- Jay Alan Kirshenbaum · Chief Financial Officercontrolsince 05/2021 · owns less than 5%
- Steven Marc Lipschultz · Co-Chief Executive Officercontrolsince 05/2023 · owns less than 5%
- Irving Douglas Ostrover · Co-Chief Executive Officercontrolsince 05/2021 · owns less than 5%
- William Craig Packer · Co-Presidentcontrolsince 05/2023 · owns less than 5%
- Robert Andrew Polland · Chief Operating Officercontrolsince 05/2021 · owns less than 5%
- Ann Neena Reddy · Chief Legal Officercontrolsince 05/2021 · owns less than 5%
Entity owners
- Blue Owl Capital Holdings LLC · 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 Capital Holdings LP
- Blue Owl Capital Group LLC · Memberindirect · owns 75% or more of Blue Owl Capital Holdings LLC
- Blue Owl Capital Holdings LP · Memberindirect · owns 75% or more of Blue Owl Capital Group LLC
- 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
- Black Owl Managing LLCinvestment adviserpooled vehicle sponsorn
- 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 V LPpooled 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 Credit Advisors LLC as a related person
Offices
Schedule D 1.F, the 25 largest
- Greenwich, CT20 employees
- Menlo Park, CA10 employees
- Greenwich, CT5 employees
What changed
consecutive filings, newest first
- Accounts · 29 to 26Dec 22, 2025 to Mar 31, 2026
- Advisory employees · 210 to 250Dec 22, 2025 to Mar 31, 2026
- BD registered reps · 0 to 1Dec 22, 2025 to Mar 31, 2026
- Pooled vehicle clients · 26 to 23Dec 22, 2025 to Mar 31, 2026
- Assets in custody · $822M to $1.1BDec 22, 2025 to Mar 31, 2026
- Employees · 240 to 250Dec 22, 2025 to Mar 31, 2026
- Other offices · 6 to 8Dec 22, 2025 to Mar 31, 2026
- Discretionary RAUM · $57B to $64BDec 22, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $468M to $602MDec 22, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $8.7B to $9.0BDec 22, 2025 to Mar 31, 2026
- RAUM · $57B to $65BDec 22, 2025 to Mar 31, 2026
- Accounts · 23 to 29Mar 28, 2024 to Mar 31, 2025
- Advisory employees · 130 to 210Mar 28, 2024 to Mar 31, 2025
- Pooled vehicle clients · 20 to 26Mar 28, 2024 to Mar 31, 2025
- Assets in custody · $154M to $822MMar 28, 2024 to Mar 31, 2025
- Employees · 160 to 240Mar 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 31, 2025
- Other offices · 3 to 6Mar 28, 2024 to Mar 31, 2025
- Private funds · 14 to 20Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $39B to $57BMar 28, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $0 to $468MMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $5.6B to $8.7BMar 28, 2024 to Mar 31, 2025
- RAUM · $39B to $57BMar 28, 2024 to Mar 31, 2025
- Accounts · 19 to 23Dec 8, 2023 to Mar 28, 2024
- Advisory employees · 110 to 130Dec 8, 2023 to Mar 28, 2024
- Pooled vehicle clients · 16 to 20Dec 8, 2023 to Mar 28, 2024
- Assets in custody · $156M to $154MDec 8, 2023 to Mar 28, 2024
- Employees · 170 to 160Dec 8, 2023 to Mar 28, 2024
- Other offices · 5 to 3Dec 8, 2023 to Mar 28, 2024
- Private funds · 10 to 14Dec 8, 2023 to Mar 28, 2024
- Discretionary RAUM · $31B to $39BDec 8, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $3.8B to $5.6BDec 8, 2023 to Mar 28, 2024
- RAUM · $31B to $39BDec 8, 2023 to Mar 28, 2024
- Business name · OWL ROCK CAPITAL ADVISORS LLC to BLUE OWL CREDIT ADVISORS LLCJul 14, 2023 to Jul 14, 2023
- Legal name · OWL ROCK CAPITAL ADVISORS LLC to BLUE OWL CREDIT ADVISORS LLCJul 14, 2023 to Jul 14, 2023
- Accounts · 13 to 19Jan 18, 2023 to Mar 31, 2023
- Advisory employees · 80 to 110Jan 18, 2023 to Mar 31, 2023
- BD registered reps · 3 to 0Jan 18, 2023 to Mar 31, 2023
- Pooled vehicle clients · 10 to 16Jan 18, 2023 to Mar 31, 2023
- Assets in custody · $152M to $156MJan 18, 2023 to Mar 31, 2023
Signals
15 dated events
- Blue Owl Credit Advisors Llc reported RAUM $57.1B, up 47% from $38.8B (2024-03-28 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Blue Owl Credit Advisors Llc reported RAUM $38.8B, up 26% from $30.8B (2023-12-08 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- William Craig Packer (Co-President) appeared on Schedule A of Blue Owl Credit Advisors LlcJul 14, 2023 · Control person joined · fact
- Douglass Michael Rees (Co-President) no longer on Schedule A of Blue Owl Credit Advisors Llc (listed 2023-03-31, absent 2023-07-14)Jul 14, 2023 · Control person left · inference
- Blue Owl Credit Advisors Llc reported RAUM $30.8B, up 42% from $21.7B (2023-01-18 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Blue Owl Credit Advisors Llc reported RAUM $21.7B, up 38% from $15.7B (2021-11-29 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- William Craig Packer (Co-Chief Investment Officer) no longer on Schedule A of Blue Owl Credit Advisors Llc (listed 2021-03-30, absent 2021-06-18)Jun 18, 2021 · Control person left · inference
- Robert Andrew Polland (Chief Operation Officer) appeared on Schedule A of Blue Owl Credit Advisors LlcJun 18, 2021 · Control person joined · fact
- Douglass Michael Rees (Co-President) appeared on Schedule A of Blue Owl Credit Advisors LlcJun 18, 2021 · Control person joined · fact
- Blue Owl Credit Advisors Llc reported RAUM $15.7B, up 35% from $11.6B (2020-12-14 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- A Neena Reddy (Chief Legal Officer) appeared on Schedule A of Blue Owl Credit Advisors LlcMar 30, 2021 · Control person joined · fact
- Blue Owl Credit Advisors Llc reported RAUM $11.6B, up 29% from $9.0B (2019-05-24 to 2020-03-24)Mar 24, 2020 · RAUM change · derived
- Blue Owl Credit Advisors Llc reported RAUM $9.0B, up 46% from $6.2B (2018-09-28 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- Blue Owl Credit Advisors Llc reported RAUM $6.2B, up 52% from $4.1B (2017-09-15 to 2018-03-16)Mar 16, 2018 · RAUM change · derived
- Owl Rock Capital Advisors Llc filed its initial SEC registration (Form ADV)Jan 27, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- OWL Rock Capital Advisors 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, Mar 31, 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