BLUE OWL STRATEGIC EQUITY ADVISORS LLC
Adviser information for BLUE OWL STRATEGIC EQUITY ADVISORS 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 160 |
|---|---|
| Investment Advisory/Research | 130 |
| Registered Broker-Dealer Representatives | 0 |
| 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 | 1 | $126.6M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $126.6M |
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 | 1 | $126.6M |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-127883 |
|---|---|
| SEC ERA File Number | 801-127883 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 325958 |
| Legal Entity Identifier | None |
Principal Office
399 PARK AVENUENEW YORK
NY
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (212) 419-3000, Fax: None
Chief Compliance Officer
KAREN HAGER
CCO
399 PARK AVENUE
NEW YORK
NY
United States
Tel:
(212) 419-3000
K**********@**********M
(Full email address available in API data)
Regulatory Contact
MATT VILLA
MANAGING DIRECTOR, COMPLIANCE
399 PARK AVENUE
NEW YORK
NY
United States
Tel:
(212) 419-3000
M*********@**********M
(Full email address available in API data)
Industry Affiliates
| BLACK OWL CAPITAL | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| BLUE OWL CREDIT ADVISORS LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| BLUE OWL DIVERSIFIED CREDIT ADVISORS LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| BLUE OWL DIVERSIFIED LENDING (CP) GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL DIVERSIFIED LENDING 2020 GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL FIRST LIEN GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL FIRST LIEN II GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL FUNDING PARTNERS GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL GP STAKES ADVANTAGE ASSOCIATES LP | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL GP STAKES ASSOCIATES DGP CO-INVEST LP | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL GP STAKES ASSOCIATES III LP | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL GP STAKES ASSOCIATES IV LP | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL GP STAKES ASSOCIATES V LP | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL GP STAKES ASSOCIATES VI LP | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL GP STAKES GP HOLDINGS LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL GP STAKES I GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL GP STAKES II GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL GPSC ADVISORS LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| BLUE OWL GPSC IV ADVISORS LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| BLUE OWL HEALTHCARE OPPORTUNITIES ADVISORS LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| BLUE OWL HEALTHCARE OPPORTUNITIES GP II LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL HEALTHCARE OPPORTUNITIES GP III LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL HEALTHCARE OPPORTUNITIES GP IV LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL HOMECOURT ASSOCIATES LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL LIQUID CREDIT ADVISORS LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| BLUE OWL MC DEBT OPPORTUNITIES GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL NL OPPORTUNITY CREDIT GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL NL OPPORTUNITY CREDIT MANAGER LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL OPPORTUNISTIC LENDING CO-INVEST II (A) GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL OPPORTUNISTIC LENDING DL (C) GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL OPPORTUNISTIC LENDING GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL OPPORTUNISTIC LENDING I (H) GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL OPPORTUNISTIC LENDING II GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL REAL ESTATE CAPITAL LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| BLUE OWL REAL ESTATE FUND GP IV LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL REAL ESTATE FUND GP V LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL REAL ESTATE FUND GP VI LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL REAL ESTATE FUND III GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL REAL ESTATE MARITIME OPPORTUNITY FUND GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL REAL ESTATE NET LEASE PROPERTY FUND GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL SCF GP LP | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL SCF GP LTD. | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL SECURITIES | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| BLUE OWL STRATEGIC EQUITY GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL STRATEGIC EQUITY PARTNERS ADVISORS LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| BLUE OWL STRATEGIC EQUITY PARTNERS GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| BLUE OWL US DIRECT LENDING SMA GP LTD | Sponsor, GP, manager of pooled investment vehicles |
| DFF CAYMAN GP LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| DYAL FINANCE ASSOCIATES (US) LP | Sponsor, GP, manager of pooled investment vehicles |
| OAK STREET INVESTMENT GRADE NET LEASE FUND GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| OAK STREET MAI SPECIAL OPPORTUNITY FUND GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BLUE OWL STRATEGIC EQUITY FUND, LP | Private Equity Fund | $126.6M | $5.0M | 0 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KIRSHENBAUM, ALAN, JAY | Individual | – | CHIEF FINANCIAL OFFICER | 11/2022 | < 5% |
| OSTROVER, DOUGLAS, IRVING | Individual | – | CO-CHIEF EXECUTIVE OFFICER | 11/2022 | < 5% |
| HAGER, KAREN, NMN | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2022 | < 5% |
| REDDY, NEENA, ANN | Individual | – | CHIEF LEGAL OFFICER | 11/2022 | < 5% |
| POLLAND, ANDREW, ROBERT | Individual | – | CHIEF OPERATING OFFICER | 11/2022 | < 5% |
| BLUE OWL STRATEGIC EQUITY FUND HOLDINGS LLC | Domestic Entity | – | MEMBER | 11/2022 | > 75% |
| BLUE OWL CAPITAL HOLDINGS LLC | Domestic Entity | BLUE OWL STRATEGIC EQUITY FUND HOLDINGS LLC | NON-MEMBER MANAGER | 11/2022 | > 75% |
| BLUE OWL CAPITAL GROUP LLC | Domestic Entity | BLUE OWL CAPITAL HOLDINGS LLC | MEMBER | 05/2021 | > 75% |
| BLUE OWL CAPITAL HOLDINGS LP | Domestic Entity | BLUE OWL CAPITAL GROUP LLC | MEMBER | 05/2021 | > 75% |
| BLUE OWL CAPITAL GP LLC | Domestic Entity | BLUE OWL CAPITAL HOLDINGS LP | GENERAL PARTNER | 05/2021 | |
| BLUE OWL CAPITAL GP HOLDINGS LLC | Domestic Entity | BLUE OWL CAPITAL GP LLC | MEMBER | 11/2021 | |
| BLUE OWL CAPITAL INC. | Domestic Entity | BLUE OWL CAPITAL GP HOLDINGS LLC | MEMBER | 11/2021 | > 75% |
| NBSH BLUE INVESTMENTS, LLC | Domestic Entity | BLUE OWL CAPITAL HOLDINGS LP | LIMITED PARTNER | 05/2021 | 25-50% |
| NBSH ACQUISITION, LLC | Domestic Entity | NBSH BLUE INVESTMENTS, LLC | MEMBER | 05/2021 | |
| PACKER, CRAIG, WILLIAM | Individual | – | CO-PRESIDENT | 05/2023 | < 5% |
| LIPSCHULTZ, MARC, STEVEN | Individual | – | CO-CHIEF EXECUTIVE OFFICER | 05/2023 | < 5% |
| BLUE OWL STRATEGIC EQUITY HOLDCO LLC | Domestic Entity | BLUE OWL STRATEGIC EQUITY FUND HOLDINGS LLC | MEMBER | 11/2022 | > 75% |
| BLUE OWL CAPITAL HOLDINGS LLC | Domestic Entity | BLUE OWL STRATEGIC EQUITY HOLDCO LLC | MEMBER | 11/2022 | > 75% |