BLUE OWL INSURANCE SOLUTIONS

RIASEC RegisteredEst. 2024

Total AUM

$25.8B

Discretionary

$25.7B

100% of AUM

Avg account

$2.3B

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 331318
Registered since: May 30, 2024
Website: www.blueowl.com
Custodians: J.P. MORGAN & CHASE, U.S. BANK, N.A.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Insurance Companies99.61%
Pooled Investment Vehicles0.39%
Services: Portfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Blue Owl Insurance Solutions is a limited liability company that acts as a capital allocator for institutional insurance clients. Registered with the SEC in 2024, the firm focuses on portfolio management for businesses and institutions and on selecting third-party advisers and managers. Its client base is small and institutional — the advisory mandate is tailored and concentrated rather than mass-market. Compensation arrangements combine a percentage-of-assets model with performance-based fees, which aligns the firm’s economics with asset growth and outperformance. Investment activity centers on third-party manager selection and direct allocation into alternative strategies. Blue Owl Insurance Solutions is set up to sponsor or act as a managing member of pooled investment vehicles in addition to serving as an adviser, reflecting a hybrid role as both allocator and sponsor. The firm does not position itself as an active ESG investor.