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 operates as a private equity fund manager focused on pooled investment vehicles for institutional investors. Registered in 2023, the firm charges both a percentage-of-assets management fee and performance-based fees and does not market itself as an active ESG investor. Its advisory remit is portfolio management for pooled vehicles, and it holds roles that include sponsor/GP and managing member responsibilities; the firm is also affiliated with broker-dealer and commodity pool/operator activity according to regulatory filings.

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

Owners & executives

3 of 3
  • Alan Kirshenbaum

    Alan Kirshenbaum

    Chief Financial OfficerCRD 4157107

  • Karen Hager

    Karen Hager

    Chief Compliance OfficerCRD 4360272

  • Andrew Polland

    Andrew Polland

    Chief Operating OfficerCRD 5785787

Contacts

2 of 2
  • Craig Packer

    Craig Packer

    Co-PresidentCRD 1869959

  • Neena Reddy

    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