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
Blackstone Clo Management LLC
Legal name Blackstone Clo Management LLC (Management Series)
Latest filing Jul 30, 2026
First filing on the tape Nov 17, 2022 · 14 filings
SEC status approved since Dec 16, 2022
RAUM
$31B
reported, Item 5.F
Discretionary
96%
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
78
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$31B as of Jul 30, 2026
Mar 31, 2023$7.0B 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, 2023404 then
Private funds78 as of Jul 30, 2026
Mar 31, 202313 then
RAUM +194% over the last fiscal year+64% a year over threeIARs 0 to 0offices 3 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
- $393MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 96%derivedof RAUM
- Institutional
- 0.0%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
- +194%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
- 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)
- 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$31B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 78reported
- 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=1.0 institutional_share=0.0 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
19 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Beechwood Park Clo, Ltd. | Securitized Asset Fund | $756M | 0 | Mar 30, 2020 |
| Boyce Park Clo, Ltd. | Securitized Asset Fund | $749M | 0 | Mar 31, 2022 |
| Peace Park Clo, Ltd. | Securitized Asset Fund | $650M | 0 | Mar 31, 2022 |
| Juniper Valley Park Clo, Ltd. | Securitized Asset Fund | $601M | 0 | Mar 28, 2024 |
| Valley Stream Park Clo, Ltd. | Securitized Asset Fund | $551M | 0 | Mar 31, 2023 |
| Wehle Park Clo, Ltd. | Securitized Asset Fund | $539M | 0 | Mar 31, 2023 |
| Bayswater Park Clo, Ltd. | Securitized Asset Fund | $500M | 0 | Mar 28, 2024 |
| Whetstone Park Clo, Ltd. | Securitized Asset Fund | $500M | 0 | Mar 31, 2022 |
| Harriman Park Clo Ltd | Securitized Asset Fund | $500M | 0 | Mar 31, 2021 |
| Allegany Park Clo, Ltd. | Securitized Asset Fund | $497M | 0 | Mar 30, 2020 |
| Southwick Clo, Ltd. | Securitized Asset Fund | $495M | 0 | Mar 30, 2020 |
| Point Au Roche Park Clo, Ltd. | Securitized Asset Fund | $449M | 0 | Mar 31, 2022 |
| Tallman Park Clo, Ltd. | Securitized Asset Fund | $400M | 0 | Mar 31, 2022 |
| Cayuga Park Clo Ltd | Securitized Asset Fund | $399M | 0 | Mar 31, 2021 |
| Stratus Static Clo 2022-1, Ltd. | Securitized Asset Fund | $345M | 0 | Mar 31, 2023 |
| Hartwick Park Clo, Ltd. | Securitized Asset Fund | $344M | 0 | Mar 28, 2024 |
| Blackstone Credit Rated Fund Trust Spv LP | Private Equity Fund | $139M | 1 | Mar 28, 2024 |
| Peebles Park Clo, Ltd. | Securitized Asset Fund | $0 | 0 | Mar 28, 2024 |
| Stratus Clo 2020-2 Ltdno longer reported | Securitized Asset Fund | $0 | 0 | Mar 31, 2021 |
Owners and control persons
Schedule A and B, latest filing
- Janel Marisa Beeney · General Counselcontrolsince 05/2019 · owns less than 5%
- K. Panayiota (Toula) Bougiamas · Chief Compliance Officercontrolsince 10/2019 · owns less than 5%
- Maurice Gilles Dellaert · Global Head Of Blackstone Credit And Insurancecontrolsince 01/2024 · owns less than 5%
- Ida Hoghooghi · Chief Operating Officercontrolsince 07/2024 · owns less than 5%
- Lawrence Thomas Iannarone · Chief Operating Officer Of Liquid Credit Strategiescontrolsince 05/2019 · owns less than 5%
- P William Skinner · Chief Financial Officercontrolsince 01/2024 · owns less than 5%
Entity owners
- Blackstone Liquid Credit Strategies LLC · Sole Member Of Management Seriesdirect · owns 75% or more
- Blackstone Alternative Credit Advisors LP · Managing Memberindirect · owns 75% or more of Blackstone Liquid Credit Strategies LLC
- Blackstone Holdings Ai L.P. · Shareholderindirect · owns 25% to 50% of Stoneco IV Corporation
- Blackstone Holdings I L.P. · Managing Memberindirect · owns 75% or more of Gso Holdings I L.L.C.
- Blackstone Holdings I/II Gp L.L.C. · General Partnerindirect · owns 50% to 75% of Blackstone Holdings Ai L.P.
- Blackstone Holdings I/II Gp L.L.C. · General Partnerindirect · owns 50% to 75% of Blackstone Holdings I L.P.
- Blackstone Holdings IV Gp L.P. · Limited Partnerindirect · owns 75% or more of Blackstone Holdings IV Gp Sub LP
- Blackstone Holdings IV Gp Limited Partner L.L.C. · Limited Partnerindirect · owns 50% to 75% of Blackstone Holdings IV Gp L.P.
- Blackstone Holdings IV Gp Limited Partner L.L.C. · Limited Partnerindirect · owns 75% or more of Blackstone Holdings IV Gp Management (Delaware) L.P.
- Blackstone Holdings IV Gp Management (Delaware) L.P. · General Partnerindirect · owns 50% to 75% of Blackstone Holdings IV Gp L.P.
- Blackstone Holdings IV Gp Management L.L.C. · Sole Memberindirect · owns 75% or more of Blackstone Holdings IV Gp Limited Partner L.L.C.
- Blackstone Holdings IV Gp Sub LP · Limited Partnerindirect · owns 50% to 75% of Blackstone Holdings IV L.P.
- Blackstone Holdings IV L.P. · Shareholderindirect · owns 50% to 75% of Stoneco IV Corporation
- Blackstone Inc. · Sole Memberindirect · owns 75% or more of Blackstone Holdings I/II Gp L.L.C. · public reporting company
- Blackstone Inc. · Sole Memberindirect · owns 75% or more of Blackstone Holdings IV Gp Management L.L.C. · public reporting company
- Gso Capital Partners Gp L.L.C. · General Partnerindirect · owns 25% to 50% of Blackstone Alternative Credit Advisors LP
- Gso Holdings I L.L.C. · Limited Partnerindirect · owns 50% to 75% of Blackstone Alternative Credit Advisors LP
- Stoneco IV Corporation · Sole Memberindirect · owns 75% or more of Gso Capital Partners Gp L.L.C.
Related persons
Schedule D 7.A
- Ask Investment Managers Ltd.broker-dealern
- Assetpoint Financial, LLCbroker-dealern
- Blackstone Alternative Asset Management L.P.investment adviserbanknRAUM $92B
- Blackstone Alternative Credit Advisors LPinvestment adviserbankyRAUM $44B
- Blackstone Alternative Investment Advisors LLCinvestment adviserbanknRAUM $5.4B
- Blackstone Alternative Solutions L.L.C.investment adviserbanknRAUM $20B
- Blackstone Asset Based Finance Advisors LPinvestment advisernRAUM $70B
- Blackstone Communications Advisors I LLCinvestment advisernRAUM $45.3M
- Blackstone Core Equity Advisors L.L.C.investment advisernRAUM $3.7B
- Blackstone Credit Bdc Advisors LLCinvestment adviserbanknRAUM $101B
- Blackstone Credit Rated Fund Trust Spv Associates LPinvestment adviserpooled vehicle sponsorn
- Blackstone Credit Systematic Strategies LLCinvestment adviserbankpooled vehicle sponsornRAUM $36B
- Blackstone Europe Fund Management S.A.R.L.investment advisern
- Blackstone Europe Llpinvestment advisern
- Blackstone Growth Advisors L.L.C.investment advisernRAUM $10B
- Blackstone Infrastructure Advisors L.L.C.investment adviserbanknRAUM $80B
- Blackstone Ireland Fund Management Limitedinvestment adviserbanknRAUM $2.5B
- Blackstone Ireland Limitedinvestment advisernRAUM $15B
- Blackstone Isg-I Advisors L.L.C.investment adviserbanknRAUM $184B
- Blackstone Isg-II Advisors L.L.C.investment adviserbanknRAUM $8.0B
- Blackstone Life Sciences Advisors L.L.C.investment adviserbanknRAUM $13B
- Blackstone Liquid Credit Advisors I LLCinvestment adviserbanknRAUM $52B
- Blackstone Liquid Credit Strategies LLCinvestment adviserbankyRAUM $19B
- Blackstone Management Partners IV L.L.C.investment advisernRAUM $2.1B
- Blackstone Management Partners L.L.C.investment adviserbanknRAUM $146B
- Blackstone Multi-Asset Advisors L.L.C.investment adviserbanknRAUM $8.5B
- Blackstone Private Credit Strategies LLCinvestment adviserbanknRAUM $58B
- Blackstone Private Investments Advisors L.L.C.investment advisernRAUM $18B
- Blackstone Property Advisors L.P.investment adviserbanknRAUM $77B
- Blackstone Real Estate Advisors Europe L.P.investment advisernRAUM $2.8B
Advisers that list Blackstone Clo Management LLC as a related person
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom31 employees
- Dublin 2, Ireland19 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- office count surgeChange between filings · filing Mar 30, 2026offices other than the principal office (Item 1.F.5) moved from 3.0 to 5.0 (+67.0%) between the annual amendments of 2025-04-07 and 2026-03-30; the peer median change was 0.0% (198 comparable advisers, 98.0th percentile of changes)peers: asset managers, $20B and over (198) · 98% percentile
- private fund count surgeChange between filings · filing Mar 30, 2026private funds (Schedule D 7.B.1) moved from 20.0 to 78.0 (+290.0%) between the annual amendments of 2025-04-07 and 2026-03-30; the peer median change was +5.0% (319 comparable advisers, 100.0th percentile of changes)peers: asset managers, $20B and over (319) · 100% percentile
- RAUM up 50 %Change between filings · filing Mar 30, 2026RAUM (Item 5.F) moved from $10,422,678,147 to $30,685,632,937 (+194.0%) between the annual amendments of 2025-04-07 and 2026-03-30; the peer median change was +15.0% (471 comparable advisers, 99.0th percentile of changes)peers: asset managers, $20B and over (471) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 20 to 78Jul 8, 2025 to Mar 30, 2026
- Advisory employees · 303 to 408Jul 8, 2025 to Mar 30, 2026
- BD registered reps · 58 to 72Jul 8, 2025 to Mar 30, 2026
- Pooled vehicle clients · 20 to 78Jul 8, 2025 to Mar 30, 2026
- Employees · 542 to 711Jul 8, 2025 to Mar 30, 2026
- Other offices · 3 to 5Jul 8, 2025 to Mar 30, 2026
- Private funds · 20 to 78Jul 8, 2025 to Mar 30, 2026
- Discretionary RAUM · $9.5B to $30BJul 8, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $928M to $1.1BJul 8, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $10B to $31BJul 8, 2025 to Mar 30, 2026
- RAUM · $10B to $31BJul 8, 2025 to Mar 30, 2026
- Related insurance company · false to trueJul 8, 2025 to Mar 30, 2026
- Financial planning clients · unset to Apr 7, 2025 to Jul 8, 2025
- Accounts · 18 to 20Feb 6, 2025 to Apr 7, 2025
- Advisory employees · 238 to 303Feb 6, 2025 to Apr 7, 2025
- BD registered reps · 47 to 58Feb 6, 2025 to Apr 7, 2025
- Pooled vehicle clients · 18 to 20Feb 6, 2025 to Apr 7, 2025
- Employees · 432 to 542Feb 6, 2025 to Apr 7, 2025
- Other offices · 2 to 3Feb 6, 2025 to Apr 7, 2025
- Private funds · 18 to 20Feb 6, 2025 to Apr 7, 2025
- Discretionary RAUM · $8.3B to $9.5BFeb 6, 2025 to Apr 7, 2025
- Non-discretionary RAUM · $139M to $928MFeb 6, 2025 to Apr 7, 2025
- Pooled vehicle RAUM · $8.4B to $10BFeb 6, 2025 to Apr 7, 2025
- RAUM · $8.4B to $10BFeb 6, 2025 to Apr 7, 2025
- Accounts · 13 to 18Jan 22, 2024 to Mar 28, 2024
- Advisory employees · 248 to 238Jan 22, 2024 to Mar 28, 2024
- BD registered reps · 40 to 47Jan 22, 2024 to Mar 28, 2024
- Pooled vehicle clients · 13 to 18Jan 22, 2024 to Mar 28, 2024
- Employees · 404 to 432Jan 22, 2024 to Mar 28, 2024
- Private funds · 13 to 18Jan 22, 2024 to Mar 28, 2024
- Discretionary RAUM · $7.0B to $8.3BJan 22, 2024 to Mar 28, 2024
- Non-discretionary RAUM · $0 to $139MJan 22, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $7.0B to $8.4BJan 22, 2024 to Mar 28, 2024
- RAUM · $7.0B to $8.4BJan 22, 2024 to Mar 28, 2024
- Accounts · 11 to 13Feb 6, 2023 to Mar 31, 2023
- Advisory employees · 199 to 248Feb 6, 2023 to Mar 31, 2023
- BD registered reps · 29 to 40Feb 6, 2023 to Mar 31, 2023
- Pooled vehicle clients · 11 to 13Feb 6, 2023 to Mar 31, 2023
- Employees · 357 to 404Feb 6, 2023 to Mar 31, 2023
- Private funds · 11 to 13Feb 6, 2023 to Mar 31, 2023
Signals
12 dated events
- Blackstone Clo Management Llc reported RAUM $30.7B, up 194% from $10.4B (2025-07-08 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- Dwight Donald Scott (Chairman Of Blackstone Credit And Insurance) no longer on Schedule A of Blackstone Clo Management Llc (listed 2024-08-01, absent 2024-10-23)Oct 23, 2024 · Control person left · inference
- Carey Heather Vonzuben (Chief Operating Officer) no longer on Schedule A of Blackstone Clo Management Llc (listed 2024-03-28, absent 2024-08-01)Aug 1, 2024 · Control person left · inference
- Ida Hoghooghi (Chief Operating Officer) appeared on Schedule A of Blackstone Clo Management LlcAug 1, 2024 · Control person joined · fact
- Maurice Gilles Dellaert (Global Head Of Blackstone Credit And Insurance) appeared on Schedule A of Blackstone Clo Management LlcJan 22, 2024 · Control person joined · fact
- P William Skinner (Chief Financial Officer) appeared on Schedule A of Blackstone Clo Management LlcJan 22, 2024 · Control person joined · fact
- Michael Kevin Kresge (Head Of Finance) no longer on Schedule A of Blackstone Clo Management Llc (listed 2023-03-31, absent 2024-01-22)Jan 22, 2024 · Control person left · inference
- Harlan Daniel Smith (Head Of Liquid Credit Strategies) no longer on Schedule A of Blackstone Clo Management Llc (listed 2023-03-31, absent 2024-01-22)Jan 22, 2024 · Control person left · inference
- Blackstone Clo Management Llc reported RAUM $7.0B, up 48% from $4.7B (2023-02-06 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Carey Heather Vonzuben (Chief Operating Officer) appeared on Schedule A of Blackstone Clo Management LlcFeb 6, 2023 · Control person joined · fact
- Mark Paul Kelly (Chief Operating Officer) no longer on Schedule A of Blackstone Clo Management Llc (listed 2022-11-17, absent 2023-01-12)Jan 12, 2023 · Control person left · inference
- Blackstone Clo Management Llc filed its initial SEC registration (Form ADV)Nov 17, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Blackstone Clo Management LLC · Independent Sponsorsshared crd · capital_provider
- Blackstone Clo Management LLC · 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 17, 2026
- Website
- blackstone.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 212-503-2100reportedpublic 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