Private fund adviser · New York, NY
Blue Owl Strategic Equity Advisors LLC
SEC-registered investment adviser · CRD 325958 · SEC 801-127883
At a glance
Blue Owl Strategic Equity Advisors LLC is an SEC-registered investment adviser based in New York, New York, with $614 million in regulatory assets under management as of its Form ADV filed June 17, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 2,803rd of 4,686 private fund advisers and 7,022nd of 17,210 SEC-registered advisers by assets.
Main office 212-419-3000blueowl.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $614M
- Rank among private fund advisers
- #2,803 of 4,686
- Rank among all SEC RIAs
- #7,022 of 17,210
- Rank in New York
- #1,374 of 2,591
- Clients
- 1
- Accounts
- 1
- Discretionary
- 100% of AUM
- Employees
- 250
- Advisory staff
- 250
- Offices
- 9
Owners and executives on its Form ADV
- Alan J. KirshenbaumChief Financial Officer
- Karen N. HagerChief Compliance Officer
- Neena A. ReddyChief Legal Officer
- Andrew R. PollandChief Operating Officer
- Craig W. PackerPresident
Custody and brokerage
Custodian
Blue Owl Strategic Equity Advisors LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Blue Owl Strategic Equity Advisors LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Blue Owl Securities LLC.
- Blue Owl Securities LLC ↗CRD 283250
Its Form ADV brochure (filed March 2026) names Blue Owl Securities as the broker-dealer its advisers are registered with.
Blue Owl Securities shares office space with the Blue Owl Advisers and certain employees who perform services for the Blue Owl Advisers are also registered representatives of Blue Owl Securities.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 1 | $614M | 100% |
Private funds
Blue Owl Strategic Equity Advisors LLC reports 1 private funds with $614M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Blue Owl Strategic Equity Advisors LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗blueowl.com ↗
AtlasMembers
The full record on Blue Owl Strategic Equity Advisors LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 2,276 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 4Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Blue Owl Strategic Equity Advisors LLC manage?
Blue Owl Strategic Equity Advisors LLC reports $614 million in regulatory assets under management across 1 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 17, 2026.
What kind of firm is Blue Owl Strategic Equity Advisors LLC?
Blue Owl Strategic Equity Advisors LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. A public reporting company controls it.
Who are Blue Owl Strategic Equity Advisors LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($614 million, 1 clients).
Does Blue Owl Strategic Equity Advisors LLC manage private funds?
Yes. It reports 1 private funds with $614 million in gross assets, including private equity funds.
Does Blue Owl Strategic Equity Advisors LLC have any disciplinary history?
Blue Owl Strategic Equity Advisors LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Blue Owl Strategic Equity Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →