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 registered as an institutional RIA in 2024 that serves institutional clients. The firm operates as a capital allocator and provides portfolio management for businesses and institutions, alongside selecting external advisers and managers. Fee arrangements include both a percentage-of-AUM component and performance-based fees. Blue Owl Insurance Solutions identifies as an active ESG investor and maintains several industry roles and affiliations, including connections to broker-dealers, other investment advisers, commodity pool or trading advisers, and positions as sponsor or general partner of pooled investment vehicles.