BLACKSTONE CLO MANAGEMENT LLC

BLACKSTONE CLO MANAGEMENT LLC (MANAGEMENT SERIES) Legal Name

Adviser information for BLACKSTONE CLO MANAGEMENT LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Other (specify)
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 432
Investment Advisory/Research 238
Registered Broker-Dealer Representatives 47
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 17 $8.3B
Non-Discretionary 1 $139.2M
Total 18 $8.4B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 18 $8.4B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 1
No. of Non-U.S. Clients 94

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-127061
SEC ERA File Number 801-127061
SEC CIK Numbers 1812870
SEC CRD Numbers 304307, 304307
Legal Entity Identifier 254900GAXDHLQ7Q95354

Principal Office

345 PARK AVENUE
31ST FLOOR
NEW YORK
NY
United States
Monday - Friday, 8:30 AM - 5:30 PM
Tel: 212-503-2100, Fax: 212-503-6930

Chief Compliance Officer

PANAYIOTA (TOULA) BOUGIAMAS
345 PARK AVENUE
31ST FLOOR
NEW YORK
NY
United States
Tel: 212-503-2049
Fax: 212-503-6930
(Full email address available in API data)

Regulatory Contact

MARISA BEENEY
GENERAL COUNSEL
345 PARK AVENUE
31ST FLOOR
NEW YORK
NY
United States
Tel: 212-503-2157
Fax: 212-503-6930
(Full email address available in API data)

Industry Affiliates

ASK INVESTMENT MANAGERS LTD. Broker-dealer, municipal securities dealer, or gov securities broker or dealer
ASSETPOINT FINANCIAL, LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer
BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
BLACKSTONE ALTERNATIVE INVESTMENT ADVISORS LLC Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
BLACKSTONE ALTERNATIVE SOLUTIONS L.L.C. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
BLACKSTONE ASSET BASED FINANCE ADVISORS LP Other investment adviser, including financial planners
BLACKSTONE COMMUNICATIONS ADVISORS I LLC Other investment adviser, including financial planners
BLACKSTONE CORE EQUITY ADVISORS L.L.C. Other investment adviser, including financial planners
BLACKSTONE CREDIT BDC ADVISORS LLC Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
BLACKSTONE CREDIT RATED FUND TRUST SPV ASSOCIATES LP Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
BLACKSTONE EUROPE FUND MANAGEMENT S.A.R.L. Other investment adviser, including financial planners
BLACKSTONE EUROPE LLP Other investment adviser, including financial planners
BLACKSTONE GROWTH ADVISORS L.L.C. Other investment adviser, including financial planners
BLACKSTONE INFRASTRUCTURE ADVISORS L.L.C. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
BLACKSTONE IRELAND FUND MANAGEMENT LIMITED Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
BLACKSTONE IRELAND LIMITED Other investment adviser, including financial planners
BLACKSTONE ISG-I ADVISORS L.L.C. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
BLACKSTONE ISG-II ADVISORS L.L.C. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
BLACKSTONE LIFE SCIENCES ADVISORS L.L.C. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
BLACKSTONE LIQUID CREDIT ADVISORS I LLC Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
BLACKSTONE LIQUID CREDIT STRATEGIES LLC Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
BLACKSTONE MANAGEMENT PARTNERS IV L.L.C. Other investment adviser, including financial planners
BLACKSTONE MANAGEMENT PARTNERS L.L.C. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
BLACKSTONE MULTI-ASSET ADVISORS L.L.C. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
BLACKSTONE PRIVATE CREDIT STRATEGIES LLC Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. Other investment adviser, including financial planners
BLACKSTONE PROPERTY ADVISORS L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
BLACKSTONE REAL ESTATE ADVISORS EUROPE L.P. Other investment adviser, including financial planners
BLACKSTONE REAL ESTATE ADVISORS IV L.L.C. Other investment adviser, including financial planners
BLACKSTONE REAL ESTATE ADVISORS L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
BLACKSTONE REAL ESTATE ADVISORS V L.P. Other investment adviser, including financial planners
BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
BLACKSTONE SECURITIES PARTNERS L.P. Broker-dealer, municipal securities dealer, or gov securities broker or dealer
BLACKSTONE SINGAPORE PTE. LTD. Other investment adviser, including financial planners
BLACKSTONE STRATEGIC ALLIANCE ADVISORS L.L.C. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
BLACKSTONE STRATEGIC CAPITAL ADVISORS, L.L.C. Other investment adviser, including financial planners
BLACKSTONE TACTICAL OPPORTUNITIES ADVISORS L.L.C. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
BSCA ADVISORS L.L.C. Other investment adviser, including financial planners
BX REIT ADVISORS L.L.C. Other investment adviser, including financial planners
BXMT ADVISORS L.L.C. Other investment adviser, including financial planners
CLARUS VENTURES, LLC Other investment adviser, including financial planners
CLOVER CLO ADVISORS, LLC Other investment adviser, including financial planners
CLOVER CREDIT MANAGEMENT, LLC Other investment adviser, including financial planners
CT HIGH GRADE MEZZANINE MANAGER, LLC Other investment adviser, including financial planners
CT HIGH GRADE PARTNERS II MANAGER, LLC Other investment adviser, including financial planners
CT INVESTMENT MANAGEMENT CO., LLC Other investment adviser, including financial planners
CURRENCIES DIRECT LTD Broker-dealer, municipal securities dealer, or gov securities broker or dealer
ELIC REINSURANCE COMPANY Insurance company or agency
EVERLAKE ASSURANCE COMPANY Insurance company or agency
EVERLAKE DISTRIBUTORS, L.L.C. Broker-dealer, municipal securities dealer, or gov securities broker or dealer
EVERLAKE LIFE INSURANCE COMPANY Insurance company or agency
EVERLAKE REINSURANCE LIMITED Insurance company or agency
FEF DISTRIBUTORS, LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer
FINANCE OF AMERICA CAPITAL MANAGEMENT LLC Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
FINANCE OF AMERICA SECURITIES LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer
FIRST EAGLE ALTERNATIVE CREDIT EU MOA, LTD. Sponsor or syndicator of limited partnerships
FIRST EAGLE ALTERNATIVE CREDIT EU, LLC Other investment adviser, including financial planners
FIRST EAGLE ALTERNATIVE CREDIT FUNDING, LLC Sponsor or syndicator of limited partnerships
FIRST EAGLE ALTERNATIVE CREDIT, LLC Other investment adviser, including financial planners
FIRST EAGLE DIRECT LENDING MANAGER III, LLC Other investment adviser, including financial planners
FIRST EAGLE INVESTMENT MANAGEMENT, LLC Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC Other investment adviser, including financial planners
GRYPHON MUTUAL INSURANCE COMPANY Insurance company or agency
HARVEST FUND ADVISORS LLC Other investment adviser, including financial planners
KI FINANCIAL LIMITED Insurance company or agency
LEXINGTON NATIONAL LAND SERVICES Insurance company or agency
LUMINOR BANK AS Banking or thrift institution
MIDWESTERN UNITED LIFE INSURANCE COMPANY Insurance company or agency
NAPIER PARK GLOBAL CAPITAL LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
NIBC BANK N.V. Other investment adviser, including financial plannersBanking or thrift institution
NIBC CREDIT MANAGEMENT, INC. Other investment adviser, including financial planners
PRIMA ASSICURAZIONI S.P.A. Insurance company or agency
REGATTA LOAN MANAGEMENT LLC Other investment adviser, including financial planners
RESOLUTION LIFE AUSTRALASIA LIMITED Insurance company or agency
RESOLUTION LIFE COLORADO, INC. Insurance company or agency
RESOLUTION LIFE GROUP HOLDINGS LTD. Insurance company or agency
RESOLUTION LIFE NEW ZEALAND LTD. Insurance company or agency
RESOLUTION RE LTD. Insurance company or agency
RLNM LIMITED Insurance company or agency
ROARING RIVER II, INC. Insurance company or agency
SECURITY LIFE OF DENVER INSURANCE COMPANY Insurance company or agency
SECURITY LIFE OF DENVER INTERNATIONAL LIMITED Insurance company or agency
STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
THE BLACKSTONE GROUP (HK) LIMITED Other investment adviser, including financial planners
THE BLACKSTONE GROUP JAPAN K.K. Other investment adviser, including financial planners
WESTLAND INSURANCE GROUP LTD. Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
ALLEGANY PARK CLO, LTD. Securitized Asset Fund $497.0M $0.3M 0
BAYSWATER PARK CLO, LTD. Securitized Asset Fund $500.3M $0.3M 0
BEECHWOOD PARK CLO, LTD. Securitized Asset Fund $755.9M $0.3M 0
BLACKSTONE CREDIT RATED FUND TRUST SPV LP Private Equity Fund $139.2M $0.0M 1
BOYCE PARK CLO, LTD. Securitized Asset Fund $749.2M $0.3M 0
CAYUGA PARK CLO LTD Securitized Asset Fund $399.0M $0.3M 0
HARRIMAN PARK CLO LTD Securitized Asset Fund $499.6M $0.1M 0
HARTWICK PARK CLO, LTD. Securitized Asset Fund $344.0M $0.3M 0
JUNIPER VALLEY PARK CLO, LTD. Securitized Asset Fund $600.9M $0.3M 0
PEACE PARK CLO, LTD. Securitized Asset Fund $650.1M $0.3M 0
PEEBLES PARK CLO, LTD. Securitized Asset Fund $0.0M $0.0M 0
POINT AU ROCHE PARK CLO, LTD. Securitized Asset Fund $449.3M $0.3M 0
SOUTHWICK CLO, LTD. Securitized Asset Fund $494.8M $0.3M 0
STRATUS STATIC CLO 2022-1, LTD. Securitized Asset Fund $344.9M $0.3M 0
TALLMAN PARK CLO, LTD. Securitized Asset Fund $400.5M $0.3M 0
VALLEY STREAM PARK CLO, LTD. Securitized Asset Fund $550.9M $0.3M 0
WEHLE PARK CLO, LTD. Securitized Asset Fund $539.2M $0.3M 0
WHETSTONE PARK CLO, LTD. Securitized Asset Fund $499.8M $0.3M 0

Control Persons

Name Type Entity Title Since Ownership
SCOTT, DONALD, DWIGHT Individual CHAIRMAN OF BLACKSTONE CREDIT AND INSURANCE 01/2024 < 5%
Bougiamas, Panayiota (Toula), K. Individual CHIEF COMPLIANCE OFFICER 10/2019 < 5%
BEENEY, MARISA, JANEL Individual GENERAL COUNSEL 05/2019 < 5%
BLACKSTONE LIQUID CREDIT STRATEGIES LLC Domestic Entity SOLE MEMBER OF MANAGEMENT SERIES 05/2019 > 75%
IANNARONE, THOMAS, LAWRENCE Individual CHIEF OPERATING OFFICER OF LIQUID CREDIT STRATEGIES 05/2019 < 5%
BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP Domestic Entity BLACKSTONE LIQUID CREDIT STRATEGIES LLC MANAGING MEMBER 07/2007 > 75%
GSO CAPITAL PARTNERS GP L.L.C. Domestic Entity BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP GENERAL PARTNER 10/2015 25-50%
GSO HOLDINGS I L.L.C. Domestic Entity BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP LIMITED PARTNER 03/2008 50-75%
BLACKSTONE HOLDINGS I L.P. Domestic Entity GSO HOLDINGS I L.L.C. MANAGING MEMBER 01/2009 > 75%
BLACKSTONE HOLDINGS I/II GP L.L.C. Domestic Entity BLACKSTONE HOLDINGS AI L.P. GENERAL PARTNER 09/2015 50-75%
BLACKSTONE HOLDINGS I/II GP L.L.C. Domestic Entity BLACKSTONE HOLDINGS I L.P. GENERAL PARTNER 06/2007 50-75%
STONECO IV CORPORATION Domestic Entity GSO CAPITAL PARTNERS GP L.L.C. SOLE MEMBER 10/2015 > 75%
BLACKSTONE HOLDINGS AI L.P. Foreign Entity STONECO IV CORPORATION SHAREHOLDER 07/2019 25-50%
BLACKSTONE HOLDINGS IV L.P. Foreign Entity STONECO IV CORPORATION SHAREHOLDER 06/2007 50-75%
BLACKSTONE HOLDINGS IV GP SUB LP Foreign Entity BLACKSTONE HOLDINGS IV L.P. LIMITED PARTNER 07/2019 50-75%
BLACKSTONE HOLDINGS IV GP L.P. Foreign Entity BLACKSTONE HOLDINGS IV GP SUB LP LIMITED PARTNER 07/2019 > 75%
BLACKSTONE HOLDINGS IV GP LIMITED PARTNER L.L.C. Domestic Entity BLACKSTONE HOLDINGS IV GP L.P. LIMITED PARTNER 06/2007 50-75%
BLACKSTONE HOLDINGS IV GP MANAGEMENT L.L.C. Domestic Entity BLACKSTONE HOLDINGS IV GP LIMITED PARTNER L.L.C. SOLE MEMBER 06/2007 > 75%
BLACKSTONE INC. Domestic Entity BLACKSTONE HOLDINGS I/II GP L.L.C. SOLE MEMBER 06/2007 > 75%
BLACKSTONE INC. Domestic Entity BLACKSTONE HOLDINGS IV GP MANAGEMENT L.L.C. SOLE MEMBER 06/2007 > 75%
vonZuben, Heather, Carey Individual CHIEF OPERATING OFFICER 02/2023 < 5%
BLACKSTONE HOLDINGS IV GP MANAGEMENT (DELAWARE) L.P. Domestic Entity BLACKSTONE HOLDINGS IV GP L.P. GENERAL PARTNER 06/2007 50-75%
BLACKSTONE HOLDINGS IV GP LIMITED PARTNER L.L.C. Domestic Entity BLACKSTONE HOLDINGS IV GP MANAGEMENT (DELAWARE) L.P. LIMITED PARTNER 06/2007 > 75%
DELLAERT, GILLES, MAURICE Individual GLOBAL HEAD OF BLACKSTONE CREDIT AND INSURANCE 01/2024 < 5%
SKINNER, WILLIAM, P Individual CHIEF FINANCIAL OFFICER 01/2024 < 5%

No. Employees, Historic

50025002022202320242025357 on 11/17/2022357 on 1/12/2023357 on 2/6/2023404 on 3/31/2023404 on 1/22/2024432 on 3/28/2024

RAUM, Historic

9B5B020222023202420254703388456 on 11/17/20224703388456 on 1/12/20234703388456 on 2/6/20236979889454 on 3/31/20236979889454 on 1/22/20248415048529 on 3/28/2024

No. Clients, Historic

20100202220232024202510 on 11/17/202211 on 1/12/202311 on 2/6/202313 on 3/31/202313 on 1/22/202418 on 3/28/2024