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••••••••• I•••••• L••••••
Latest filing Jul 30, 2026
First filing on the tape Nov 17, 2022 · 15 filings
SEC status approved since Dec 21, 2022
RAUM
$15B
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
711
408 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
50
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$15B as of Jul 30, 2026
Mar 31, 2023$13B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 30, 2026
Mar 31, 20230 then
Employees (5.A)711 as of Jul 30, 2026
Mar 31, 2023434 then
Private funds50 as of Jul 30, 2026
Mar 31, 202332 then
RAUM +12% over the last fiscal year+6.3% a year over threeIARs 0 to 0offices 4 to 5
Practice profile
derived from the filing of Jul 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- 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
- $292MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 2.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%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
- 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)
- 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$15B98%
- Pension and profit-sharing plans$325M2.1%
- Banks and thrifts$502,9310.0%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 52reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.98 institutional_share=0.02 related_bd=true related_bank=true bd_reps=72.0derived
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
36 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••••••• C•••••••• F•••••• D••••••••• A••••••• C•••••• | Hedge Fund | $1.2B | 14 | Mar 25, 2015 |
| C••••••••• P••• C•• D••••••••• A••••••• C•••••• | Securitized Asset Fund | $576M | 0 | Mar 30, 2020 |
| E•• P••• C•• D••••••••• A••••••• C•••••• | Securitized Asset Fund | $574M | 0 | Mar 29, 2017 |
| O•••••• P••• C•• D•• | Securitized Asset Fund | $520M | 0 | Mar 31, 2022 |
| G••••••• P••• C•• D••••••••• A••••••• C•••••• | Securitized Asset Fund | $501M | 0 | Mar 29, 2017 |
| E••••••••• P••• C•• D•• | Securitized Asset Fund | $483M | 0 | Mar 31, 2023 |
| W••••• P••• C•• D•• | Securitized Asset Fund | $481M | 0 | Mar 28, 2024 |
| V•••• P••• C•• D•• | Securitized Asset Fund | $476M | 0 | Mar 31, 2021 |
| B•••• P••• C•• D•• | Securitized Asset Fund | $472M | 0 | Mar 28, 2024 |
| D••••••• P••• C•• D•• | Securitized Asset Fund | $469M | 0 | Mar 31, 2022 |
| R•••••••• P••• C•• D•• | Securitized Asset Fund | $469M | 0 | Mar 31, 2022 |
| C•••••••• P••• C•• D•• | Securitized Asset Fund | $468M | 0 | Mar 31, 2022 |
| H•••••• P••• C•• D••••••••• A••••••• C•••••• | Securitized Asset Fund | $468M | 0 | Mar 25, 2015 |
| S••••••• P••• C•• D••••••••• A••••••• C•••••• | Securitized Asset Fund | $466M | 0 | Mar 30, 2020 |
| C••••••••• P••• C•• D•• | Securitized Asset Fund | $466M | 0 | Mar 31, 2022 |
| T•••• P••• C•• D••••••••• A••••••• C•••••• | Securitized Asset Fund | $458M | 0 | Mar 29, 2016 |
| C••••••• P••• C•• D••••••••• A••••••• C•••••• | Securitized Asset Fund | $457M | 0 | Mar 29, 2017 |
| D•••••• P••• C•• D••••••••• A••••••• C•••••• | Securitized Asset Fund | $457M | 0 | Mar 30, 2020 |
| A••••••• P••• C•• D•• | Securitized Asset Fund | $457M | 0 | Mar 31, 2021 |
| D••••• P••• C•• D••••••••• A••••••• C•••••• | Securitized Asset Fund | $455M | 0 | Mar 29, 2016 |
| S••••• P••• C•• D••••••••• A••••••• C•••••• | Securitized Asset Fund | $452M | 0 | Mar 30, 2019 |
| P•••••• P••• C•• D••••••••• A••••••• C•••••• | Securitized Asset Fund | $444M | 0 | Mar 25, 2015 |
| G•••••••• P••• C•• D•• | Securitized Asset Fund | $422M | 0 | Mar 28, 2024 |
| M••••••• P••• C•• D••••••••• A••••••• C•••••• | Securitized Asset Fund | $415M | 0 | Mar 30, 2019 |
| C••••••• P••• C•• D•• | Securitized Asset Fund | $408M | 0 | Mar 31, 2023 |
| D••• P••• C•• D•• | Securitized Asset Fund | $405M | 0 | Mar 31, 2021 |
| M••••• P••• C•• D••••••••• A••••••• C•••••• | Securitized Asset Fund | $399M | 0 | Mar 30, 2019 |
| M••••• P••• C•• D•• | Securitized Asset Fund | $382M | 0 | Mar 31, 2021 |
| C•••••• S••••• C•• 2••••• D•• | Securitized Asset Fund | $378M | 0 | Mar 28, 2024 |
| W••••• P••• C•• D••••••••• A••••••• C•••••• | Securitized Asset Fund | $360M | 0 | Mar 30, 2018 |
| R••••••• P••• C•• D••••••••• A••••••• C•••••• | Securitized Asset Fund | $324M | 0 | Mar 25, 2015 |
| P••••••••• P••• C•• D••••••••• A••••••• C•••••• | Securitized Asset Fund | $316M | 0 | Mar 30, 2018 |
| C••••••• P••• C•• D••••••••• A••••••• C•••••• | Securitized Asset Fund | $242M | 0 | Mar 30, 2018 |
| S••••••• P••• C•• D••••••••• A••••••• C•••••• | Securitized Asset Fund | $0 | 0 | Mar 25, 2015 |
| O••••• P••• C•• D••••••••• A••••••• C•••••• | Securitized Asset Fund | $0 | 0 | Mar 29, 2016 |
| C••••• P••• C•• D••••••••• A••••••• C•••••• | Securitized Asset Fund | $0 | 0 | Mar 25, 2015 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• M•••••• J•••• · General Counselcontrolsince 02/2010 · owns less than 5%
- B••••••••• P•••••••• ••••••• K• · Chief Compliance Officercontrolsince 10/2019 · owns less than 5%
- D•••••••• G•••••• M•••••• · Global Head Of B••••••••• Credit And I••••••••controlsince 01/2024 · owns less than 5%
- H••••••••• I•• · Chief Operating Officercontrolsince 07/2024 · owns less than 5%
- I••••••••• T•••••• L••••••• · D•••••Or; Chief Operating Officer Of L••••• Credit S•••••••••controlsince 11/2012 · owns less than 5%
- L••••••• A•••• J•••• · D•••••Orcontrolsince 04/2017 · owns less than 5%
- M••••••••• S•••••••• A•• · D•••••Orcontrolsince 11/2020 · owns less than 5%
- P••••• K•••••••• J••• · D•••••Orcontrolsince 05/2019 · owns less than 5%
- Q••••••• D••••••• M•••••• · D•••••Orcontrolsince 04/2014 · owns less than 5%
- S••••••• W••••••• P• · Chief Financial Officercontrolsince 01/2024 · owns less than 5%
Entity owners
- G••••••• H••••••• L•• · Sole Shareholderdirect · owns 75% or more
- B••••••••• H••••••• I• G• L••• · L•••••• Partnerindirect · owns 75% or more of B••••••••• H••••••• I• G• S•• L•
- B••••••••• H••••••• I• G• L•••••• P•••••• L••••• · L•••••• Partnerindirect · owns 50% to 75% of B••••••••• H••••••• I• G• L•••
- B••••••••• H••••••• I• G• L•••••• P•••••• L••••• · L•••••• Partnerindirect · owns 75% or more of B••••••••• H••••••• I• G• M••••••••• ••••••••• L•••
- B••••••••• H••••••• I• G• M••••••••• ••••••••• L••• · General Partnerindirect · owns 50% to 75% of B••••••••• H••••••• I• G• L•••
- B••••••••• H••••••• I• G• M••••••••• L••••• · Sole Memberindirect · owns 75% or more of B••••••••• H••••••• I• G• L•••••• P•••••• L•••••
- B••••••••• H••••••• I• G• S•• L• · L•••••• Partnerindirect · owns 50% to 75% of B••••••••• H••••••• I• L•••
- B••••••••• H••••••• I• L••• · Sole Memberindirect · owns 75% or more of G••••••• H••••••• L••
- B••••••••• I••• · Sole Memberindirect · owns 75% or more of B••••••••• H••••••• I• G• M••••••••• L••••• · public reporting company
Related persons
Schedule D 7.A
- A•• I••••••••• M••••••• L•••broker-dealern
- A••••••••• F••••••••• L••broker-dealern
- 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•• M••••••••• L••investment adviseryRAUM $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 adviserbankyRAUM $2.5B
- B••••••••• I•••• A••••••• L•••••investment adviserbanknRAUM $184B
- B••••••••• I••••• A••••••• L•••••investment adviserbanknRAUM $8.0B
- 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
- B••••••••• M••••••••• P••••••• L•••••investment adviserbanknRAUM $146B
- B••••••••• M••••••••• A••••••• L•••••investment adviserbanknRAUM $8.5B
- B••••••••• P•••••• C••••• S••••••••• L••investment adviserbanknRAUM $58B
- B••••••••• P•••••• I••••••••• A••••••• L•••••investment advisernRAUM $18B
- B••••••••• P••••••• A••••••• L•••investment adviserbanknRAUM $77B
- B••••••••• R••• E••••• A••••••• E••••• L•••investment advisernRAUM $2.8B
- B••••••••• R••• E••••• A••••••• I• L•••••investment advisernRAUM $147,753
Advisers that list B••••••••• I•••••• L•••••• as a related person
Offices
Schedule D 1.F, the 25 largest
- New York, NY190 employees
- London, United Kingdom31 employees
- San Francisco, CA26 employees
What changed
consecutive filings, newest first
- Accounts · 38 to 52May 29, 2025 to Mar 30, 2026
- Advisory employees · 324 to 408May 29, 2025 to Mar 30, 2026
- BD registered reps · 58 to 72May 29, 2025 to Mar 30, 2026
- Pooled vehicle clients · 36 to 50May 29, 2025 to Mar 30, 2026
- Employees · 564 to 711May 29, 2025 to Mar 30, 2026
- Other offices · 4 to 5May 29, 2025 to Mar 30, 2026
- Private funds · 38 to 50May 29, 2025 to Mar 30, 2026
- Discretionary RAUM · $14B to $15BMay 29, 2025 to Mar 30, 2026
- Pension RAUM · $184M to $325MMay 29, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $13B to $15BMay 29, 2025 to Mar 30, 2026
- RAUM · $14B to $15BMay 29, 2025 to Mar 30, 2026
- Related insurance company · false to trueMay 29, 2025 to Mar 30, 2026
- Financial planning clients · unset to Apr 7, 2025 to May 29, 2025
- Accounts · 34 to 38Dec 3, 2024 to Apr 7, 2025
- Advisory employees · 263 to 324Dec 3, 2024 to Apr 7, 2025
- BD registered reps · 47 to 58Dec 3, 2024 to Apr 7, 2025
- Pooled vehicle clients · 33 to 36Dec 3, 2024 to Apr 7, 2025
- Assets in custody · unset to 0.0Dec 3, 2024 to Apr 7, 2025
- Employees · 461 to 564Dec 3, 2024 to Apr 7, 2025
- HQ state · unset to Dec 3, 2024 to Apr 7, 2025
- Other offices · 3 to 4Dec 3, 2024 to Apr 7, 2025
- Private funds · 36 to 38Dec 3, 2024 to Apr 7, 2025
- Discretionary RAUM · $15B to $14BDec 3, 2024 to Apr 7, 2025
- Pension RAUM · unset to 184376337.0Dec 3, 2024 to Apr 7, 2025
- Pooled vehicle RAUM · $15B to $13BDec 3, 2024 to Apr 7, 2025
- RAUM · $15B to $14BDec 3, 2024 to Apr 7, 2025
- Accounts · 33 to 34Jan 22, 2024 to Mar 28, 2024
- Advisory employees · 274 to 263Jan 22, 2024 to Mar 28, 2024
- BD registered reps · 40 to 47Jan 22, 2024 to Mar 28, 2024
- Pooled vehicle clients · 32 to 33Jan 22, 2024 to Mar 28, 2024
- Employees · 434 to 461Jan 22, 2024 to Mar 28, 2024
- Private funds · 32 to 36Jan 22, 2024 to Mar 28, 2024
- Discretionary RAUM · $13B to $15BJan 22, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $12B to $15BJan 22, 2024 to Mar 28, 2024
- RAUM · $13B to $15BJan 22, 2024 to Mar 28, 2024
- Accounts · 32 to 33Feb 6, 2023 to Mar 31, 2023
- Advisory employees · 219 to 274Feb 6, 2023 to Mar 31, 2023
- BD registered reps · 30 to 40Feb 6, 2023 to Mar 31, 2023
- Pooled vehicle clients · 31 to 32Feb 6, 2023 to Mar 31, 2023
- Employees · 383 to 434Feb 6, 2023 to Mar 31, 2023
Signals
9 dated events
- Dwight Donald Scott (Chairman Of Blackstone Credit And Insurance) no longer on Schedule A of B••••••••• I•••••• L•••••• (listed 2024-08-01, absent 2024-10-23)Oct 23, 2024 · Control person left · inference
- Ida Hoghooghi (Chief Operating Officer) appeared on Schedule A of B••••••••• I•••••• L••••••Aug 1, 2024 · Control person joined · fact
- C•••• H•••••• Vonzuben (Chief Operating Officer) no longer on Schedule A of B••••••••• I•••••• L•••••• (listed 2024-03-28, absent 2024-08-01)Aug 1, 2024 · Control person left · inference
- Maurice Gilles Dellaert (Global Head Of Blackstone Credit And Insurance) appeared on Schedule A of B••••••••• I•••••• L••••••Jan 22, 2024 · Control person joined · fact
- P William Skinner (Chief Financial Officer) appeared on Schedule A of B••••••••• I•••••• L••••••Jan 22, 2024 · Control person joined · fact
- M•••••• Kevin Kresge (Head Of Finance) no longer on Schedule A of B••••••••• I•••••• L•••••• (listed 2023-03-31, absent 2024-01-22)Jan 22, 2024 · Control person left · inference
- C•••• H•••••• Vonzuben (Chief Operating Officer) appeared on Schedule A of B••••••••• I•••••• L••••••Feb 6, 2023 · Control person joined · fact
- Mark Paul Kelly (Chief Operating Officer) no longer on Schedule A of B••••••••• I•••••• L•••••• (listed 2022-12-08, absent 2023-01-12)Jan 12, 2023 · Control person left · inference
- B••••••••• I•••••• L•••••• filed its initial SEC registration (Form ADV)Nov 17, 2022 · ria f•••• adv filing · fact
Across DFX
shared identifiers only, never a name match
- B••••••••• I•••••• L•••••• · Private Equityshared crd · organization
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
- 353 1 436 0100reportedpublic record, Form ADV, Jul 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