BLUE OWL STRATEGIC EQUITY ADVISORS LLC

RIASEC RegisteredEst. 2023
Total AUM
$614M
Discretionary
$614M
100% of AUM
Avg account
$614M
Accounts
1
Employees
250
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
325958
Registered since
May 2, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Blue Owl Strategic Equity Advisors LLC is an SEC-registered limited liability company that serves institutional clients by managing pooled investment vehicles. Registered in 2023, the firm is structured as a private equity fund adviser and operates with a fee model that includes both a percentage-of-AUM component and performance-linked fees. Its advisory work is focused on portfolio management for pooled vehicles rather than on acting as a broad capital allocator or a multi-state retail adviser. The firm holds multiple industry roles and affiliations: it functions in capacities that include sponsor/GP and managing member of pooled vehicles, and it is associated with broker-dealer and CPO/CTA activities as well as other investment-adviser functions. Blue Owl Strategic Equity Advisors LLC does not identify as an active ESG investor on its filings.

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

Owners & executives

3 of 3
  • ALAN KIRSHENBAUM

    Chief Financial OfficerCRD 4157107

  • KAREN HAGER

    Chief Compliance OfficerCRD 4360272

  • ANDREW POLLAND

    Chief Operating OfficerCRD 5785787

Contacts

2 of 2
  • CRAIG PACKER

    Co-PresidentCRD 1869959

  • NEENA REDDY

    Vice President And SecretaryCRD 4327592

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
399 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth