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 Private Fund Advisors LLC
Latest filing Jun 17, 2026
First filing on the tape Jun 17, 2018 · 42 filings
SEC status approved since Jul 17, 2018
RAUM
$46B
reported, Item 5.F
Discretionary
94%
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
87
reported on Schedule D
History
42 filings and snapshots on the tape
RAUM$46B as of Jun 17, 2026
Mar 31, 2019$953M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 17, 2026
Mar 31, 20190 then
Employees (5.A)250 as of Jun 17, 2026
Mar 31, 201965 then
Private funds87 as of Jun 17, 2026
Mar 31, 20191 then
RAUM +37% over the last fiscal year+39% a year over threeIARs 0 to 0offices 6 to 8
Practice profile
derived from the filing of Jun 17, 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
- $299MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 94%derivedof RAUM
- Institutional
- 25%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
- +37%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $24B, 117 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$33B71%
- Pension and profit-sharing plans$9.0B20%
- Corporations and businesses$1.5B3.3%
- State and municipal entities$1.3B2.7%
- Sovereign wealth funds$762M1.7%
- Banks and thrifts$449M1.0%
- Charitable organizations$275M0.6%
- Other investment advisers$29.9M0.1%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 17reported
- Charitable clients
- 2reported
- Accounts
- 154reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $24B for 117 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.71 institutional_share=0.25 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
49 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Blue Owl First Lien Master Fund LP | Hedge Fund | $2.5B | 50 | Jun 25, 2018 |
| Blue Owl Opportunistic Lending Master Fund I LP | Private Equity Fund | $1.9B | 201 | Mar 30, 2021 |
| Blue Owl Asset Special Opportunities Fund Viii LP | Hedge Fund | $1.9B | 351 | Feb 21, 2022 |
| Blue Owl Asset Special Opportunities Fund Ix LP | Hedge Fund | $1.1B | 232 | Nov 14, 2024 |
| Blue Owl Mc Debt Opportunities LP | Hedge Fund | $625M | 2 | Mar 28, 2024 |
| Blue Owl Healthcare Opportunities IV LP | Hedge Fund | $591M | 798 | Feb 28, 2024 |
| Wellfleet Clo 2022-2, Ltd. | Securitized Asset Fund | $499M | 1 | Mar 31, 2023 |
| Wellfleet Clo 2022-1, Ltd. | Securitized Asset Fund | $498M | 4 | Mar 31, 2023 |
| Wellfleet Clo 2021-3, Ltd. | Securitized Asset Fund | $496M | 3 | Mar 30, 2022 |
| Wellfleet Clo 2018-2, Ltd. | Securitized Asset Fund | $492M | 2 | Mar 30, 2020 |
| Wellfleet Clo 2021-2, Ltd. | Securitized Asset Fund | $448M | 3 | Mar 30, 2022 |
| Wellfleet Clo 2020-1, Ltd. | Securitized Asset Fund | $446M | 2 | Mar 31, 2021 |
| Parliament Clo II Ltd. | Securitized Asset Fund | $422M | 1 | Mar 31, 2022 |
| Parliament Funding II Ltd. | Securitized Asset Fund | $415M | 1 | Mar 30, 2021 |
| Tralee Clo Vii, Ltd. | Securitized Asset Fund | $401M | 2 | Mar 28, 2024 |
| Wellfleet Clo 2021-1, Ltd. | Securitized Asset Fund | $399M | 3 | Mar 30, 2022 |
| Wellfleet Clo 2020-2, Ltd. | Securitized Asset Fund | $399M | 3 | Mar 31, 2021 |
| Wellfleet Clo 2019-1, Ltd. | Securitized Asset Fund | $395M | 2 | Mar 30, 2020 |
| Wellfleet Clo 2018-3, Ltd. | Securitized Asset Fund | $394M | 2 | Mar 30, 2020 |
| Tralee Clo V, Ltd. | Securitized Asset Fund | $372M | 1 | Mar 28, 2024 |
| Wellfleet Clo 2018-1, Ltd. | Securitized Asset Fund | $371M | 2 | Mar 30, 2020 |
| Wellfleet Clo X, Ltd. | Securitized Asset Fund | $370M | 2 | Mar 30, 2020 |
| Wellfleet Clo 2017-3, Ltd. | Securitized Asset Fund | $364M | 2 | Mar 30, 2020 |
| Tralee Clo Vi, Ltd. | Securitized Asset Fund | $346M | 2 | Mar 28, 2024 |
| Blue Owl Asset Leasing Fund Evergreen LP | Hedge Fund | $335M | 54 | Aug 22, 2022 |
| Blue Owl Healthcare Opportunities III LP | Private Equity Fund | $320M | 807 | Mar 28, 2024 |
| Wellfleet Clo 2017-2, Ltd. | Securitized Asset Fund | $306M | 1 | Mar 30, 2020 |
| Tralee Clo IV, Ltd. | Securitized Asset Fund | $260M | 1 | Mar 28, 2024 |
| Blue Owl Asset Special Opportunities Fund Viii-E LP | Hedge Fund | $226M | 3 | Feb 21, 2022 |
| Blue Owl Funding Partners LP | Hedge Fund | $200M | 1 | Feb 28, 2024 |
| Wellfleet Clo 2017-1, Ltd. | Securitized Asset Fund | $180M | 1 | Mar 30, 2020 |
| Tralee Clo II, Ltd. | Securitized Asset Fund | $177M | 3 | Mar 28, 2024 |
| Wellfleet Clo 2016-2, Ltd. | Securitized Asset Fund | $171M | 1 | Mar 30, 2020 |
| Wellfleet Clo 2015-1, Ltd. | Securitized Asset Fund | $168M | 1 | Mar 30, 2020 |
| Wellfleet Clo 2016-1, Ltd. | Securitized Asset Fund | $129M | 1 | Mar 30, 2020 |
| Blue Owl Healthcare Opportunities II LP | Private Equity Fund | $88.6M | 277 | Mar 28, 2024 |
| Blue Owl First Lien Fund II 1x Master LP | Hedge Fund | $74.8M | 1 | May 28, 2024 |
| Blue Owl Structured Credit Fund I LP | Private Equity Fund | $60.2M | 9 | Mar 29, 2019 |
| Series 2024-1, A Series Of Blue Owl Direct Lending Insurance Fund LP | Hedge Fund | $46.3M | 1 | Jul 26, 2024 |
| Blue Owl Strategic Equity Partners Master LP | Hedge Fund | $40.0M | 3 | Feb 28, 2024 |
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
- Blue Owl Credit Advisors LLCinvestment adviserbankpooled vehicle sponsorn
- Blue Owl Diversified Credit Advisors LLCinvestment adviserbankpooled vehicle sponsorn
- 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 sponsorn
- Blue Owl Gpsc IV 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 LLCpooled 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
- Blue Owl Opportunistic Lending Gp LLCpooled vehicle sponsorn
- Blue Owl Opportunistic Lending I (H) Gp LLCpooled vehicle sponsorn
- Blue Owl Opportunistic Lending II Gp LLCpooled vehicle sponsorn
Advisers that list Blue Owl Credit Private Fund 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 · 131 to 154Feb 18, 2026 to Mar 31, 2026
- Advisory employees · 210 to 250Feb 18, 2026 to Mar 31, 2026
- BD registered reps · 0 to 1Feb 18, 2026 to Mar 31, 2026
- Corporate clients · 2 to 4Feb 18, 2026 to Mar 31, 2026
- Pension plan clients · 16 to 17Feb 18, 2026 to Mar 31, 2026
- Pooled vehicle clients · 101 to 120Feb 18, 2026 to Mar 31, 2026
- Assets in custody · $16B to $24BFeb 18, 2026 to Mar 31, 2026
- Employees · 240 to 250Feb 18, 2026 to Mar 31, 2026
- Other offices · 6 to 8Feb 18, 2026 to Mar 31, 2026
- Private funds · 80 to 87Feb 18, 2026 to Mar 31, 2026
- Discretionary RAUM · $32B to $43BFeb 18, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $1.8B to $2.9BFeb 18, 2026 to Mar 31, 2026
- Pension RAUM · $7.8B to $9.0BFeb 18, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $24B to $33BFeb 18, 2026 to Mar 31, 2026
- RAUM · $34B to $46BFeb 18, 2026 to Mar 31, 2026
- Private funds · 77 to 80Dec 17, 2025 to Feb 18, 2026
- Private funds · 76 to 77Jun 17, 2025 to Aug 20, 2025
- Financial planning clients · unset to May 7, 2025 to Jun 17, 2025
- RAUM · $21B to $34BFeb 13, 2025 to Mar 31, 2025
- Accounts · 57 to 131Feb 13, 2025 to Mar 31, 2025
- Advisory employees · 130 to 210Feb 13, 2025 to Mar 31, 2025
- Corporate clients · 1 to 2Feb 13, 2025 to Mar 31, 2025
- Pension plan clients · 4 to 16Feb 13, 2025 to Mar 31, 2025
- Pooled vehicle clients · 49 to 101Feb 13, 2025 to Mar 31, 2025
- Assets in custody · $7.4B to $16BFeb 13, 2025 to Mar 31, 2025
- Employees · 160 to 240Feb 13, 2025 to Mar 31, 2025
- Other offices · 3 to 6Feb 13, 2025 to Mar 31, 2025
- Private funds · 47 to 76Feb 13, 2025 to Mar 31, 2025
- Discretionary RAUM · $19B to $32BFeb 13, 2025 to Mar 31, 2025
- Non-discretionary RAUM · $1.3B to $1.8BFeb 13, 2025 to Mar 31, 2025
- Pension RAUM · $4.4B to $7.8BFeb 13, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $15B to $24BFeb 13, 2025 to Mar 31, 2025
- Private funds · 46 to 47Nov 14, 2024 to Feb 13, 2025
- Private funds · 42 to 46Sep 24, 2024 to Nov 14, 2024
- Private funds · 41 to 42Jul 1, 2024 to Jul 26, 2024
- Private funds · 40 to 41May 8, 2024 to May 28, 2024
- Accounts · 60 to 57Mar 28, 2024 to May 8, 2024
- Pooled vehicle clients · 52 to 49Mar 28, 2024 to May 8, 2024
- Assets in custody · $7.4B to $7.4BMar 28, 2024 to May 8, 2024
- Private funds · 43 to 40Mar 28, 2024 to May 8, 2024
Signals
14 dated events
- Blue Owl Credit Private Fund Advisors Llc reported RAUM $46.1B, up 37% from $33.6B (2026-02-18 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Blue Owl Credit Private Fund Advisors Llc reported RAUM $33.6B, up 61% from $20.8B (2025-02-13 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Douglass Michael Rees (Co-President) no longer on Schedule A of Blue Owl Credit Private Fund Advisors Llc (listed 2023-03-31, absent 2023-07-14)Jul 14, 2023 · Control person left · inference
- William Craig Packer (Co-President) appeared on Schedule A of Blue Owl Credit Private Fund Advisors LlcJul 14, 2023 · Control person joined · fact
- Blue Owl Credit Private Fund Advisors Llc reported RAUM $17.0B, up 176% from $6.1B (2023-01-03 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Blue Owl Credit Private Fund Advisors Llc reported RAUM $6.1B, up 73% from $3.6B (2022-01-14 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 Private Fund Advisors Llc (listed 2021-03-30, absent 2021-06-18)Jun 18, 2021 · Control person left · inference
- Robert Andrew Polland (Chief Operating Officer) appeared on Schedule A of Blue Owl Credit Private Fund Advisors LlcJun 18, 2021 · Control person joined · fact
- Douglass Michael Rees (Co-President) appeared on Schedule A of Blue Owl Credit Private Fund Advisors LlcJun 18, 2021 · Control person joined · fact
- Blue Owl Credit Private Fund Advisors Llc reported RAUM $3.6B, up 58% from $2.2B (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 Private Fund Advisors LlcMar 30, 2021 · Control person joined · fact
- Blue Owl Credit Private Fund Advisors Llc reported RAUM $2.2B, up 136% from $953.1M (2019-03-31 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Blue Owl Credit Private Fund Advisors Llc reported RAUM $953.1M, up 241% from $279.3M (2018-09-28 to 2019-03-31)Mar 31, 2019 · RAUM change · derived
- Owl Rock Capital Private Fund Advisors Llc filed its initial SEC registration (Form ADV)Jun 17, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Blue Owl Credit Private Fund Advisors LLC · Independent Sponsorsshared crd · capital_provider
- OWL Rock Capital Private Fund 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 18, 2026
- Website
- blueowl.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (212) 419-3000reportedpublic record, Form ADV, Jun 17, 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