BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC

RIASEC RegisteredEst. 2021
Total AUM
$6.9B
Discretionary
$6.9B
100% of AUM
Avg account
$3.5B
Accounts
2
Employees
250
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
316821
Registered since
November 8, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies93.49%
  • Pooled Investment Vehicles6.51%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Blue Owl Technology Credit Advisors II LLC is an SEC-registered limited liability company formed to manage securitized credit strategies with an institutional client base. Filings identify the firm as a securitized asset fund manager that provides portfolio management for investment companies and pooled investment vehicles. Its business profile includes acting in CPO/CTA roles and serving as sponsor, general partner or managing member for pooled vehicles, which indicates an operational emphasis on structuring and servicing credit-focused funds rather than traditional retail advisory work. The firm’s fee model combines asset-based fees with performance-linked compensation, consistent with private credit and fund structures where carried interest or incentive fees are common. It is not designated as an active ESG investor in its filings. While the entity is not listed as a capital allocator to broad external manager lineups, its name and registration point to a concentration on technology-related credit and securitized product strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • KAREN HAGER

    Chief Compliance OfficerCRD 4360272

  • ALAN KIRSHENBAUM

    Chief Financial OfficerCRD 4157107

  • ANDREW POLLAND

    Chief Operating OfficerCRD 5785787

Contacts

2 of 2
  • CRAIG PACKER

    Co-PresidentCRD 1869959

  • NEENA REDDY

    Vice President And SecretaryCRD 4327592

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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