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••• A••••••• L•••••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 288050SEC 801-110349websiteIAPD
Latest filing Sep 8, 2026
First filing on the tape Mar 31, 2017 · 20 filings
SEC status approved since May 4, 2017
RAUM
$20B
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
207
134 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$20B as of Mar 30, 2026
Mar 30, 2018$10B then
HNW client RAUM$0 as of Mar 30, 2026
Mar 31, 2021$0 then
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 30, 20180 then
Employees (5.A)207 as of Mar 30, 2026
Mar 30, 2018140 then
Private funds: 1
RAUM +1.0% over the last fiscal year-7.6% a year over threeIARs 0 to 0offices 5 to 6
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
$10BderivedRAUM 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
+1.0%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
  • 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$20B100%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
2reported
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=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
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • J••••••• T••••••• S••••• · Global Head Of B••••••••• R••• E••••• Debt S•••••••••control
        since 10/2021 · owns less than 5%
      • K••••• F•••••• M•••• · Global R••• E••••• General Counselcontrol
        since 01/2017 · owns less than 5%
      • K•••••• K••••••••• A••••• · Chief Executive Officer Of B••••••••• Mortgage Trustcontrol
        since 06/2021 · owns less than 5%
      • M••••••• S••••• A•••• · Chief Compliance Officercontrol
        since 03/2020 · owns less than 5%
      • M••••••••• K•••••••• T•••••• · Global Co-Head Of R••• E•••••control
        since 02/2018 · owns less than 5%
      • M•••••• N•••••• N•• · Global Co-Head Of R••• E•••••control
        since 01/2024 · owns less than 5%
      • Q••••••• P•••• D••••• · R••• E••••• Chief Financial Officercontrol
        since 01/2015 · owns less than 5%
      Entity owners
      • B••••••••• R••• E••••• S•••••• S••••••••• A••••••• L••••• · Sole Member
        direct · owns 75% or more
      • B••••••••• H••••••• I• L••• · Sole Member
        indirect · owns 75% or more of B••••••••• R••• E••••• S•••••• S••••••••• A••••••• L•••••
      • B••••••••• H••••••• I••• G• L•• · General Partner
        indirect · owns F of B••••••••• H••••••• I• L•••
      • B••••••••• I••• · Sole Member
        indirect · owns 75% or more of B••••••••• H••••••• I••• G• L••
      Related persons
      Schedule D 7.A
      Advisers that list B••• A••••••• L••••• as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • London, United Kingdom26 employees
      • Sydney, A••••••••4 employees
      • Santa Monica, CA2 employees
      • Hong Kong, Hong Kong1 employees
      • S••••••••, S••••••••1 employees
      What changed
      consecutive filings, newest first
      • Financial planning clients · to unset
        Mar 30, 2026 to Sep 8, 2026
      • p•••••• fund count · 1 to unset
        Mar 30, 2026 to Sep 8, 2026
      • Succession · false to unset
        Mar 30, 2026 to Sep 8, 2026
      • related i•••••••• · false to true
        Jan 30, 2026 to Mar 30, 2026
      • a••••••s total · 1 to 2
        Jan 30, 2026 to Mar 30, 2026
      • Advisory employees · 139 to 134
        Jan 30, 2026 to Mar 30, 2026
      • BD registered reps · 2 to 1
        Jan 30, 2026 to Mar 30, 2026
      • Pooled vehicle clients · 1 to 2
        Jan 30, 2026 to Mar 30, 2026
      • Employees · 220 to 207
        Jan 30, 2026 to Mar 30, 2026
      • Other offices · 5 to 6
        Jan 30, 2026 to Mar 30, 2026
      • p•••••• fund count · unset to 1
        Jan 30, 2026 to Mar 30, 2026
      • Discretionary RAUM · $20B to $20B
        Jan 30, 2026 to Mar 30, 2026
      • Pooled vehicle RAUM · $20B to $20B
        Jan 30, 2026 to Mar 30, 2026
      • RAUM · $20B to $20B
        Jan 30, 2026 to Mar 30, 2026
      • Advisory employees · 120 to 139
        Mar 28, 2024 to Mar 28, 2025
      • Employees · 203 to 220
        Mar 28, 2024 to Mar 28, 2025
      • Financial planning clients · unset to
        Mar 28, 2024 to Mar 28, 2025
      • Discretionary RAUM · $24B to $20B
        Mar 28, 2024 to Mar 28, 2025
      • Pooled vehicle RAUM · $24B to $20B
        Mar 28, 2024 to Mar 28, 2025
      • RAUM · $24B to $20B
        Mar 28, 2024 to Mar 28, 2025
      • Advisory employees · 116 to 120
        Feb 29, 2024 to Mar 28, 2024
      • BD registered reps · 5 to 2
        Feb 29, 2024 to Mar 28, 2024
      • Employees · 225 to 203
        Feb 29, 2024 to Mar 28, 2024
      • Other offices · 3 to 5
        Feb 29, 2024 to Mar 28, 2024
      • Discretionary RAUM · $25B to $24B
        Feb 29, 2024 to Mar 28, 2024
      • Pooled vehicle RAUM · $25B to $24B
        Feb 29, 2024 to Mar 28, 2024
      • RAUM · $25B to $24B
        Feb 29, 2024 to Mar 28, 2024
      • Advisory employees · 98 to 116
        Mar 31, 2022 to Mar 30, 2023
      • Employees · 216 to 225
        Mar 31, 2022 to Mar 30, 2023
      • Other offices · 4 to 3
        Mar 31, 2022 to Mar 30, 2023
      • Discretionary RAUM · $23B to $25B
        Mar 31, 2022 to Mar 30, 2023
      • Pooled vehicle RAUM · $23B to $25B
        Mar 31, 2022 to Mar 30, 2023
      • RAUM · $23B to $25B
        Mar 31, 2022 to Mar 30, 2023
      • Advisory employees · 97 to 98
        Feb 9, 2022 to Mar 31, 2022
      • BD registered reps · 28 to 5
        Feb 9, 2022 to Mar 31, 2022
      • Employees · 229 to 216
        Feb 9, 2022 to Mar 31, 2022
      • Other offices · 3 to 4
        Feb 9, 2022 to Mar 31, 2022
      • Discretionary RAUM · $17B to $23B
        Feb 9, 2022 to Mar 31, 2022
      • Pooled vehicle RAUM · $17B to $23B
        Feb 9, 2022 to Mar 31, 2022
      • RAUM · $17B to $23B
        Feb 9, 2022 to Mar 31, 2022
      Signals
      11 dated events
      • Lee J••••••• P•••••• (Global Head Of R••• E••••• Credit) no longer on Schedule A of B••• A••••••• L••••• (listed 2024-01-30, absent 2024-02-29)
        Feb 29, 2024 · Control person left · inference
      • S••••• T•••••• J•••••• (Global Head Of B••••••••• R••• E••••• Debt S•••••••••) appeared on Schedule A of B••• A••••••• L•••••
        Jan 30, 2024 · Control person joined · fact
      • Nmn N••••• M••••• (Global Co-Head Of R••• E•••••) appeared on Schedule A of B••• A••••••• L•••••
        Jan 30, 2024 · Control person joined · fact
      • A••••• K•••••••• K••••• (Chief Executive Officer Of B••••••••• Mortgage Trust) appeared on Schedule A of B••• A••••••• L•••••
        Jan 30, 2024 · Control person joined · fact
      • B•••• M•••••• N••• (Chairman Of B••••••••• R••• E••••• Debt S•••••••••) no longer on Schedule A of B••• A••••••• L••••• (listed 2023-03-30, absent 2024-01-30)
        Jan 30, 2024 · Control person left · inference
      • A••• K•••••• C••••• (Global Co-Head Of R••• E•••••) no longer on Schedule A of B••• A••••••• L••••• (listed 2023-03-30, absent 2024-01-30)
        Jan 30, 2024 · Control person left · inference
      • B••• A••••••• L••••• reported RAUM $23.0B, up 34% from $17.2B (2022-02-09 to 2022-03-31)
        Mar 31, 2022 · RAUM change · derived
      • A•••• S•••• M•••••• (Chief Compliance Officer) appeared on Schedule A of B••• A••••••• L•••••
        Mar 30, 2020 · Control person joined · fact
      • J••• P•••••• K••••• (Chief Compliance Officer) no longer on Schedule A of B••• A••••••• L••••• (listed 2019-07-15, absent 2020-03-30)
        Mar 30, 2020 · Control person left · inference
      • B••• A••••••• L••••• reported RAUM $14.6B, up 41% from $10.3B (2018-03-30 to 2019-03-29)
        Mar 29, 2019 · RAUM change · derived
      • B••• A••••••• L••••• filed its initial SEC registration (Form ADV)
        Mar 31, 2017 · 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
      blackstone.comreportedpublic 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