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 Strategic Equity Advisors LLC
Latest filing Jun 17, 2026
First filing on the tape Mar 31, 2023 · 11 filings
SEC status approved since May 2, 2023
RAUM
$614M
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$614M as of Jun 17, 2026
Mar 28, 2024$127M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 17, 2026
Mar 28, 20240 then
Employees (5.A)250 as of Jun 17, 2026
Mar 28, 2024160 then
Private funds1 as of Jun 17, 2026
Mar 28, 20241 then
RAUM +98% over the last fiscal yearIARs 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
- $614MderivedRAUM 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
- +98%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
- $309M, 1 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$614M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $309M for 1 clientsreported
- 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 |
|---|---|---|---|---|
| Blue Owl Strategic Equity Fund, LP | Private Equity Fund | $127M | 0 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Nmn Karen Hager · Chief Compliance Officercontrolsince 11/2022 · owns less than 5%
- Jay Alan Kirshenbaum · Chief Financial Officercontrolsince 11/2022 · owns less than 5%
- Steven Marc Lipschultz · Co-Chief Executive Officercontrolsince 05/2023 · owns less than 5%
- Irving Douglas Ostrover · Co-Chief Executive Officercontrolsince 11/2022 · owns less than 5%
- William Craig Packer · Co-Presidentcontrolsince 05/2023 · owns less than 5%
- Robert Andrew Polland · Chief Operating Officercontrolsince 11/2022 · owns less than 5%
- Ann Neena Reddy · Chief Legal Officercontrolsince 11/2022 · owns less than 5%
Entity owners
- Blue Owl Strategic Equity Fund Holdings LLC · Memberdirect · owns 75% or more
- Blue Owl Capital Gp Holdings LLC · Memberindirect · owns F 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 · Non-Member Managerindirect · owns 75% or more of Blue Owl Strategic Equity Fund 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
- Blue Owl Strategic Equity Holdco LLC · Memberindirect · owns 75% or more of Blue Owl Strategic Equity Fund Holdings LLC
- 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
- Blue Owl Capital Holdings LLC · Memberindirect · owns 75% or more of Blue Owl Strategic Equity Holdco LLC
Related persons
Schedule D 7.A
- 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 LLCpooled 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
Advisers that list Blue Owl Strategic Equity Advisors LLC as a related person
Offices
Schedule D 1.F, the 25 largest
- Greenwich, CT20 employees
- Menlo Park, CA10 employees
- Greenwich, CT5 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $310,052,863 to $613,886,404 (+98.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +8.0% (673 comparable advisers, 94.0th percentile of changes)peers: asset managers, $500M to $1B (673) · 94% percentile
What changed
consecutive filings, newest first
- Advisory employees · 210 to 250Dec 22, 2025 to Mar 31, 2026
- BD registered reps · 0 to 1Dec 22, 2025 to Mar 31, 2026
- Assets in custody · $47.1M to $309MDec 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
- Discretionary RAUM · $310M to $614MDec 22, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $310M to $614MDec 22, 2025 to Mar 31, 2026
- RAUM · $310M to $614MDec 22, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jun 17, 2025
- Other offices · 3 to 6Jul 26, 2024 to Mar 31, 2025
- Advisory employees · 130 to 210Jul 26, 2024 to Mar 31, 2025
- Assets in custody · unset to 47053088.0Jul 26, 2024 to Mar 31, 2025
- Custody of client assets · false to trueJul 26, 2024 to Mar 31, 2025
- Employees · 160 to 240Jul 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $127M to $310MJul 26, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $127M to $310MJul 26, 2024 to Mar 31, 2025
- RAUM · $127M to $310MJul 26, 2024 to Mar 31, 2025
- Accounts · 0 to 1Nov 27, 2023 to Mar 28, 2024
- Advisory employees · 110 to 130Nov 27, 2023 to Mar 28, 2024
- Pooled vehicle clients · unset to 1.0Nov 27, 2023 to Mar 28, 2024
- Employees · 170 to 160Nov 27, 2023 to Mar 28, 2024
- Other offices · 5 to 3Nov 27, 2023 to Mar 28, 2024
- Private funds · unset to 1Nov 27, 2023 to Mar 28, 2024
- Discretionary RAUM · $0 to $127MNov 27, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · unset to 126624880.0Nov 27, 2023 to Mar 28, 2024
- RAUM · $0 to $127MNov 27, 2023 to Mar 28, 2024
Signals
5 dated events
- Blue Owl Strategic Equity Advisors Llc reported RAUM $613.9M, up 98% from $310.1M (2025-12-22 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Blue Owl Strategic Equity Advisors Llc reported RAUM $310.1M, up 145% from $126.6M (2024-07-26 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Douglass Michael Rees (Co-President) no longer on Schedule A of Blue Owl Strategic Equity 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 Strategic Equity Advisors LlcJul 14, 2023 · Control person joined · fact
- Blue Owl Strategic Equity Advisors Llc filed its initial SEC registration (Form ADV)Mar 31, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Blue Owl Strategic Equity Advisors LLC · Independent Sponsorsshared crd · capital_provider
- Blue Owl Strategic Equity 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 17, 2026
- Website
- blueowl.comreportedpublic record, Form ADV, Sep 17, 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