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 Technology Credit Advisors II LLC
Latest filing Mar 31, 2026
First filing on the tape Oct 7, 2021 · 11 filings
SEC status approved since Nov 8, 2021
RAUM
$6.9B
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
250
250 advisory (5.B.1)
Offices
8
beyond the principal office
Private funds
1
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$6.9B as of Mar 31, 2026
Mar 31, 2022$853M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20220 then
Employees (5.A)250 as of Mar 31, 2026
Mar 31, 2022120 then
Private funds1 as of Mar 31, 2026
Mar 28, 20241 then
RAUM +1.9% over the last fiscal year+0.6% a year over threeIARs 0 to 0offices 6 to 8
Practice profile
derived from the filing of Mar 31, 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
- $3.5BderivedRAUM 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
- unknownderived9 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.9%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 vehicles, portfolio management for investment companiesreportedItem 5.G
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$452M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- 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=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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Athena Clo II, LLC | Securitized Asset Fund | $480M | 1 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Nmn Karen Hager · Chief Compliance Officercontrolsince 10/2021 · owns less than 5%
- Jay Alan Kirshenbaum · Chief Financial Officercontrolsince 10/2021 · owns less than 5%
- Steven Marc Lipschultz · Co-Chief Executive Officercontrolsince 05/2023 · owns less than 5%
- Irving Douglas Ostrover · Co-Chief Executive Officercontrolsince 10/2021 · owns less than 5%
- William Craig Packer · Co-Presidentcontrolsince 05/2023 · owns less than 5%
- Robert Andrew Polland · Chief Operating Officercontrolsince 10/2021 · owns less than 5%
- Ann Neena Reddy · Chief Legal Officercontrolsince 10/2021 · owns less than 5%
Entity owners
- Blue Owl Capital Technology Holdings II 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 Technology Holdings II LLC
- Blue Owl Capital Holdings LLC · Memberindirect · owns 75% or more of Blue Owl Capital Technology Holdings II 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 Credit Private Fund Advisors LLCinvestment adviserbankpooled vehicle sponsornRAUM $46B
- Blue Owl Diversified Credit Advisors LLCinvestment adviserbankpooled vehicle sponsornRAUM $4.1B
- 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
Advisers that list Blue Owl Technology Credit Advisors II 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 · 5 to 2Dec 22, 2025 to Mar 31, 2026
- Advisory employees · 210 to 250Dec 22, 2025 to Mar 31, 2026
- BD registered reps · 0 to 1Dec 22, 2025 to Mar 31, 2026
- Pooled vehicle clients · 3 to 1Dec 22, 2025 to Mar 31, 2026
- Employees · 240 to 250Dec 22, 2025 to Mar 31, 2026
- Other offices · 6 to 8Dec 22, 2025 to Mar 31, 2026
- Private funds · 3 to 1Dec 22, 2025 to Mar 31, 2026
- Discretionary RAUM · $6.8B to $6.9BDec 22, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.3B to $452MDec 22, 2025 to Mar 31, 2026
- RAUM · $6.8B to $6.9BDec 22, 2025 to Mar 31, 2026
- Accounts · 3 to 5Mar 28, 2024 to Mar 31, 2025
- Advisory employees · 130 to 210Mar 28, 2024 to Mar 31, 2025
- Pooled vehicle clients · 1 to 3Mar 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 · 1 to 3Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $10B to $6.8BMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $480M to $1.3BMar 28, 2024 to Mar 31, 2025
- RAUM · $10B to $6.8BMar 28, 2024 to Mar 31, 2025
- Accounts · 2 to 3Dec 8, 2023 to Mar 28, 2024
- Advisory employees · 110 to 130Dec 8, 2023 to Mar 28, 2024
- Advisory activities · 1 to 2Dec 8, 2023 to Mar 28, 2024
- Pooled vehicle clients · unset to 1.0Dec 8, 2023 to Mar 28, 2024
- Assets in custody · 0.0 to unsetDec 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 · unset to 1Dec 8, 2023 to Mar 28, 2024
- Discretionary RAUM · $6.8B to $10BDec 8, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · unset to 479821150.0Dec 8, 2023 to Mar 28, 2024
- RAUM · $6.8B to $10BDec 8, 2023 to Mar 28, 2024
- Business name · OWL ROCK TECHNOLOGY ADVISORS II LLC to BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLCJul 14, 2023 to Jul 14, 2023
- Legal name · OWL ROCK TECHNOLOGY ADVISORS II LLC to BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLCJul 14, 2023 to Jul 14, 2023
- Advisory employees · 80 to 110Mar 31, 2022 to Mar 31, 2023
- BD registered reps · 3 to 0Mar 31, 2022 to Mar 31, 2023
- Employees · 120 to 170Mar 31, 2022 to Mar 31, 2023
- Other offices · 4 to 5Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $853M to $6.8BMar 31, 2022 to Mar 31, 2023
- RAUM · $853M to $6.8BMar 31, 2022 to Mar 31, 2023
- Accounts · 0 to 2Oct 7, 2021 to Mar 31, 2022
Signals
6 dated events
- Blue Owl Technology Credit Advisors Ii Llc reported RAUM $6.8B, down 33% from $10.1B (2024-03-28 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Blue Owl Technology Credit Advisors Ii Llc reported RAUM $10.1B, up 49% from $6.8B (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 Technology Credit Advisors Ii LlcJul 14, 2023 · Control person joined · fact
- Douglass Michael Rees (Co-President) no longer on Schedule A of Blue Owl Technology Credit Advisors Ii Llc (listed 2023-03-31, absent 2023-07-14)Jul 14, 2023 · Control person left · inference
- Blue Owl Technology Credit Advisors Ii Llc reported RAUM $6.8B, up 701% from $852.7M (2022-03-31 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Owl Rock Technology Advisors Ii filed its initial SEC registration (Form ADV)Oct 7, 2021 · 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.
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, Mar 31, 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