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. is organized as a limited liability company that operates as an adviser to pooled investment vehicles and to institutions. The firm is registered with the SEC (since 2012) and positions itself within private markets while also running pooled strategies that resemble hedge and opportunistic vehicles. It performs CPO/CTA activities, charges a combination of asset-based fees and performance fees, and identifies institutional clients as its primary constituency. The firm reports being active on ESG considerations and is not structured as a capital allocator or as a multi-state retail adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

    Joshua Shapiro

    Managing Director, Chief Compliance OfficerCRD 6176119

Contacts

3 of 4
  • Christopher Striano

    Christopher Striano

    Sr. Managing DirectorCRD 6319049

  • Christopher James

    Christopher James

    ChairpersonCRD 5392596

  • Jasvinder Khaira

    Sr. Managing DirectorCRD 5848926

Unlock 1 more contacts

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