BLACKSTONE TACTICAL OPPORTUNITIES ADVISORS L.L.C.

RIASEC RegisteredEst. 2012
Total AUM
$40.4B
Discretionary
$40.4B
100% of AUM
Avg account
$388M
Accounts
104
Employees
83
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
160157
Registered since
February 22, 2012
Custodians
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles96.69%
  • Sovereign Wealth Funds3.31%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Blackstone Tactical Opportunities Advisors L.L.C. operates as an institutional hedge fund adviser that runs opportunistic, pooled investment vehicles and bespoke mandates for large investors. The firm is structured to deploy capital across both public and private markets with a clear tilt toward equity exposure — its reported preference is equities and a substantial portion of assets sit in non‑exchange traded equity positions. It registers and operates as a commodity pool operator/commodity trading adviser in addition to providing portfolio management for pooled vehicles and for businesses or institutions, which indicates an ability to blend liquid multi‑asset trading with longer‑dated private investments. The adviser charges a combination of asset‑based and performance fees, consistent with hedge fund fee economics, and identifies as an active ESG investor. Its client base is institutional, and its regulatory footprint is focused on single‑state adviser status even while it engages with a range of industry counterparties such as broker‑dealers, banks, insurance firms and sponsors of pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 84%, Cash & Cash Equivalents 10%, Other 4%, Exchange Traded Equities 1%, Non-Investment Grade Corp Bonds 1%84%
  • Non-Exchange Traded Equities84%
  • Cash & Cash Equivalents10%
  • Other4%
  • Exchange Traded Equities1%
  • Non-Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • JOSHUA SHAPIRO

    Managing Director, Chief Compliance OfficerCRD 6176119

Contacts

3 of 4
  • CHRISTOPHER STRIANO

    Sr. Managing DirectorCRD 6319049

  • CHRISTOPHER JAMES

    Senior Managing DirectorCRD 5392596

  • JASVINDER KHAIRA

    CRD 5848926

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
345 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth