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.
Former SEC-registered adviser
Blue Owl Diversified Credit Advisors LLC
Latest filing Dec 22, 2025
First filing on the tape Feb 27, 2020 · 16 filings
SEC status approved since Mar 30, 2020
RAUM
$4.1B
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
240
210 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
3
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$4.1B as of Dec 22, 2025
Mar 31, 2021$1.6B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Dec 22, 2025
Mar 31, 20210 then
Employees (5.A)240 as of Dec 22, 2025
Mar 31, 2021160 then
Private funds3 as of Dec 22, 2025
Mar 31, 20222 then
RAUM -46% over the last fiscal year+4.5% a year over threeIARs 0 to 0offices 3 to 6
Practice profile
derived from the filing of Dec 22, 2025; 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
- $455MderivedRAUM 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
- -46%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
- $3.2B, 7 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$4.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.2B for 7 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- absent from the latest SEC rosterderived
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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Blue Owl Diversified Lending 2020 Master Fund LP | Hedge Fund | $2.8B | 127 | Jun 18, 2021 |
| Owl Rock Clo Xiv, LLC | Securitized Asset Fund | $400M | 1 | Mar 28, 2024 |
| Owl Rock Clo Ix, LLC | Securitized Asset Fund | $399M | 1 | Mar 31, 2023 |
| Blue Owl Unlevered Diversified Lending 2020 Master Fund LP | Hedge Fund | $293M | 12 | Feb 28, 2022 |
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 Diversified 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 LLC · Memberindirect · owns 75% or more of Blue Owl Capital Diversified 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 Advisors LLCinvestment adviserbankpooled vehicle sponsornRAUM $65B
- 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
- Blue Owl Opportunistic Lending Gp LLCpooled vehicle sponsorn
Advisers that list Blue Owl Diversified 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 · 11 to 9Mar 28, 2024 to Mar 31, 2025
- Advisory employees · 130 to 210Mar 28, 2024 to Mar 31, 2025
- Advisory activities · 2 to 1Mar 28, 2024 to Mar 31, 2025
- Pooled vehicle clients · 10 to 9Mar 28, 2024 to Mar 31, 2025
- Assets in custody · $2.6B to $3.2BMar 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 · 4 to 3Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $7.6B to $4.1BMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $3.9B to $4.1BMar 28, 2024 to Mar 31, 2025
- RAUM · $7.6B to $4.1BMar 28, 2024 to Mar 31, 2025
- Accounts · 10 to 11Dec 8, 2023 to Mar 28, 2024
- Advisory employees · 110 to 130Dec 8, 2023 to Mar 28, 2024
- Pooled vehicle clients · 9 to 10Dec 8, 2023 to Mar 28, 2024
- Assets in custody · $2.0B to $2.6BDec 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 · 3 to 4Dec 8, 2023 to Mar 28, 2024
- Discretionary RAUM · $6.0B to $7.6BDec 8, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $2.4B to $3.9BDec 8, 2023 to Mar 28, 2024
- RAUM · $6.0B to $7.6BDec 8, 2023 to Mar 28, 2024
- Business name · OWL ROCK DIVERSIFIED ADVISORS LLC to BLUE OWL DIVERSIFIED CREDIT ADVISORS LLCJul 14, 2023 to Jul 14, 2023
- Legal name · OWL ROCK DIVERSIFIED ADVISORS LLC to BLUE OWL DIVERSIFIED CREDIT ADVISORS LLCJul 14, 2023 to Jul 14, 2023
- Accounts · 9 to 10Jan 3, 2023 to Mar 31, 2023
- Advisory employees · 80 to 110Jan 3, 2023 to Mar 31, 2023
- BD registered reps · 3 to 0Jan 3, 2023 to Mar 31, 2023
- Pooled vehicle clients · 8 to 9Jan 3, 2023 to Mar 31, 2023
- Assets in custody · $596M to $2.0BJan 3, 2023 to Mar 31, 2023
- Employees · 120 to 170Jan 3, 2023 to Mar 31, 2023
- Other offices · 4 to 5Jan 3, 2023 to Mar 31, 2023
- Private funds · 2 to 3Jan 3, 2023 to Mar 31, 2023
- Discretionary RAUM · $3.6B to $6.0BJan 3, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $596M to $2.4BJan 3, 2023 to Mar 31, 2023
- RAUM · $3.6B to $6.0BJan 3, 2023 to Mar 31, 2023
- Accounts · 1 to 9Feb 28, 2022 to Mar 31, 2022
- Advisory employees · 65 to 80Feb 28, 2022 to Mar 31, 2022
- Advisory activities · 1 to 2Feb 28, 2022 to Mar 31, 2022
- BD registered reps · 5 to 3Feb 28, 2022 to Mar 31, 2022
- Pooled vehicle clients · unset to 8.0Feb 28, 2022 to Mar 31, 2022
Signals
12 dated events
- Blue Owl Diversified Credit Advisors Llc no longer on the SEC adviser roster (last listed 2026-03-02, RAUM $4.1B)Apr 1, 2026 · Left the SEC roster · derived
- Blue Owl Diversified Credit Advisors Llc reported RAUM $4.1B, down 46% from $7.6B (2024-03-28 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Blue Owl Diversified Credit Advisors Llc reported RAUM $7.6B, up 27% from $6.0B (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 Diversified Credit Advisors LlcJul 14, 2023 · Control person joined · fact
- Douglass Michael Rees (Co-President) no longer on Schedule A of Blue Owl Diversified Credit Advisors Llc (listed 2023-03-31, absent 2023-07-14)Jul 14, 2023 · Control person left · inference
- Blue Owl Diversified Credit Advisors Llc reported RAUM $6.0B, up 67% from $3.6B (2023-01-03 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Blue Owl Diversified Credit Advisors Llc reported RAUM $3.6B, up 119% from $1.6B (2022-02-28 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- William Craig Packer (Chief Executive Officer And Co-Chief Investment Officer) no longer on Schedule A of Blue Owl Diversified Credit Advisors Llc (listed 2021-03-31, absent 2021-06-18)Jun 18, 2021 · Control person left · inference
- Robert Andrew Polland (Chief Operating Officer) appeared on Schedule A of Blue Owl Diversified Credit Advisors LlcJun 18, 2021 · Control person joined · fact
- Douglass Michael Rees (Co-President) appeared on Schedule A of Blue Owl Diversified Credit Advisors LlcJun 18, 2021 · Control person joined · fact
- A Neena Reddy (Chief Legal Officer) appeared on Schedule A of Blue Owl Diversified Credit Advisors LlcMar 31, 2021 · Control person joined · fact
- Owl Rock Diversified Advisors Llc filed its initial SEC registration (Form ADV)Feb 27, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
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
- Former SEC-registered adviserderiveda 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