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.
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SEC-registered adviser
B••• O•• I•••••••• S••••••••
Legal name B••• O•• I•••••••• A••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Apr 30, 2024 · 6 filings
SEC status approved since May 30, 2024
RAUM
$26B
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
30
30 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$26B as of Mar 31, 2026
Mar 31, 2025$23B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20250 then
Employees (5.A)30 as of Mar 31, 2026
Mar 31, 202530 then
Private funds: no history
RAUM +14% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- institutional asset m•••••• · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- 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
- $2.3BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 100%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%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 businesses and institutions, selection of other advisersreportedItem 5.G
- Custody
- $101M, 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
- Insurance companies$26B100%
- Pooled investment vehicles$101M0.4%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $101M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=true related_bank=true bd_reps=0.0derived
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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- H••••• K••••• N•• · Chief Compliance Officercontrolsince 05/2021 · owns less than 5%
- K••••••••• A•••• J•• · Chief Financial Officercontrolsince 05/2021 · owns less than 5%
- L••••••••• M•••• S••••• · Co-Chief Executive Officercontrolsince 05/2023 · owns less than 5%
- O•••••••• D••••••• I••••• · Co-Chief Executive Officercontrolsince 05/2021 · owns less than 5%
- P•••••• C••••• W•••••• · Co-Presidentcontrolsince 05/2023 · owns less than 5%
- P••••••• A•••••• R••••• · Chief Operating Officercontrolsince 05/2021 · owns less than 5%
- R••••• N••••• A•• · Chief Legal Officercontrolsince 05/2021 · owns less than 5%
Entity owners
- B••• O•• C•••••• H••••••• L•• · Memberdirect · owns 75% or more
- B••• O•• C•••••• G• H••••••• L•• · Memberindirect · owns 75% or more of B••• O•• C•••••• G• L••
- B••• O•• C•••••• G• L•• · General Partnerindirect · owns F of B••• O•• C•••••• H••••••• L••
- B••• O•• C•••••• G•••• L•• · Memberindirect · owns 75% or more of B••• O•• C•••••• H••••••• L••
- B••• O•• C•••••• H••••••• L• · Memberindirect · owns 75% or more of B••• O•• C•••••• G•••• L••
- B••• O•• C•••••• I••• · Memberindirect · owns 75% or more of B••• O•• C•••••• G• H••••••• L•• · public reporting company
- N••• A••••••••• L•• · Memberindirect · owns F of N••• B••• I••••••••• L••
- N••• B••• I••••••••• L•• · L•••••• Partnerindirect · owns 25% to 50% of B••• O•• C•••••• H••••••• L••
Related persons
Schedule D 7.A
- B••• O•• C••••• A••••••• L••investment adviserbankpooled vehicle sponsorn
- B••• O•• C••••• P•••••• F••• A••••••• L••pooled vehicle sponsorn
- B••• O•• D••••••••• C••••• A••••••• L••investment adviserbankpooled vehicle sponsorn
- B••• O•• D••••••••• L•••••• ••• G• L••pooled vehicle sponsorn
- B••• O•• D••••••••• L•••••• 2••• G• L••pooled vehicle sponsorn
- B••• O•• F•••• L••• G• L••pooled vehicle sponsorn
- B••• O•• F•••• L••• I• G• L••pooled vehicle sponsorn
- B••• O•• F•••••• P••••••• G• L••pooled vehicle sponsorn
- B••• O•• G• S••••• A•••••••• A••••••••• L•pooled vehicle sponsorn
- B••• O•• G• S••••• A••••••••• D•• C•••••••• L•pooled vehicle sponsorn
- B••• O•• G• S••••• A••••••••• I•• L•pooled vehicle sponsorn
- B••• O•• G• S••••• A••••••••• I• L•pooled vehicle sponsorn
- B••• O•• G• S••••• A••••••••• V• L•pooled vehicle sponsorn
- B••• O•• G• S••••• A••••••••• V• L•pooled vehicle sponsorn
- B••• O•• G• S••••• G• H••••••• L••pooled vehicle sponsorn
- B••• O•• G• S••••• I• G• L••pooled vehicle sponsorn
- B••• O•• G• S••••• I• G• L••pooled vehicle sponsorn
- B••• O•• G••• A••••••• L••investment adviserbankpooled vehicle sponsorn
- B••• O•• G••• I• A••••••• L••investment adviserbankpooled vehicle sponsorn
- B••• O•• H••••••••• O••••••••• A••••••• L••pooled vehicle sponsorn
- B••• O•• H••••••••• O••••••••• G• I• L••pooled vehicle sponsorn
- B••• O•• H••••••••• O••••••••• G• I•• L••pooled vehicle sponsorn
- B••• O•• H••••••••• O••••••••• G• I• L••pooled vehicle sponsorn
- B••• O•• H•••••••• A••••••••• L••pooled vehicle sponsorn
- B••• O•• L••••• C••••• A••••••• L••pooled vehicle sponsorn
- B••• O•• M• D••• O••••••••• G• L••pooled vehicle sponsorn
- B••• O•• N• O••••••••• C••••• G• L••pooled vehicle sponsorn
- B••• O•• N• O••••••••• C••••• M•••••• L••pooled vehicle sponsorn
- B••• O•• O••••••••• L•••••• C•••••••• I• •• G• L••pooled vehicle sponsorn
- B••• O•• O••••••••• L•••••• D• •• G• L••pooled vehicle sponsorn
Advisers that list B••• O•• I•••••••• S•••••••• as a related person
- 334213 n
Offices
Schedule D 1.F, the 25 largest
- Greenwich, CT20 employees
- Menlo Park, CA10 employees
- Greenwich, CT5 employees
- Rosemont, IL
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Mar 31, 2026advises private funds (Item 7.B): no on the filing of 2025-11-03, yes on the filing of 2026-03-31peers: institutional managers, $20B and over (90)
- custody status changedChange between filings · filing Mar 31, 2026custody of client assets (Item 9.A): no on the filing of 2025-11-03, yes on the filing of 2026-03-31peers: institutional managers, $20B and over (90)
What changed
consecutive filings, newest first
- Accounts · 9 to 11Nov 3, 2025 to Mar 31, 2026
- Pooled vehicle clients · unset to 1.0Nov 3, 2025 to Mar 31, 2026
- Assets in custody · unset to 100592915.0Nov 3, 2025 to Mar 31, 2026
- Custody of client assets · false to trueNov 3, 2025 to Mar 31, 2026
- Discretionary RAUM · $22B to $26BNov 3, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $104M to $113MNov 3, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · unset to 100592915.0Nov 3, 2025 to Mar 31, 2026
- RAUM · $23B to $26BNov 3, 2025 to Mar 31, 2026
- Employees · 60 to 30Sep 24, 2024 to Mar 31, 2025
- Financial planning clients · unset to Sep 24, 2024 to Mar 31, 2025
- Other offices · 4 to 3Sep 24, 2024 to Mar 31, 2025
- Discretionary RAUM · $21B to $22BSep 24, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $105M to $104MSep 24, 2024 to Mar 31, 2025
- RAUM · $21B to $23BSep 24, 2024 to Mar 31, 2025
- Accounts · 0 to 9May 21, 2024 to Sep 24, 2024
- Discretionary RAUM · $0 to $21BMay 21, 2024 to Sep 24, 2024
- Non-discretionary RAUM · $0 to $105MMay 21, 2024 to Sep 24, 2024
- RAUM · $0 to $21BMay 21, 2024 to Sep 24, 2024
- Advisory employees · 0 to 30Apr 30, 2024 to May 21, 2024
- Employees · 0 to 60Apr 30, 2024 to May 21, 2024
Signals
1 dated events
- B••• O•• I•••••••• S•••••••• filed its initial SEC registration (Form ADV)Apr 30, 2024 · ria f•••• adv filing · 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
- Institutional managerderiveda 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