AUMdb

Blue Owl Technology Credit Advisors Ii Llc

SEC-registered Investment Adviser · Mid-sized ($1B–$10B) CRD 316821 · SEC file 801-122656 · New York, NY · otic.com
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$6.9B
Discretionary
$6.9B
Clients
2
Avg AUM / client
$3.5B
Accounts
2
Employees
250

AUM over time

$0 $10.1B
Oct 2021 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 31, 2026

Who they serve

Client typeClientsAUM% of AUM
Business development companies 1 $6.5B 93.5%
Pooled investment vehicles (non-investment companies) 1 $452M 6.51%

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $480M combined gross assets

FundTypeDomicileGross assetsOwners
Athena Clo Ii, Llc Securitized Asset Fund Delaware $480M 1

People (7)

NameRole / titleCredentialsWith firm sinceOwnership
Hager, Karen, Nmn Chief Compliance Officer Oct 2021 (5y) Less than 5%
Kirshenbaum, Alan, Jay Chief Financial Officer Oct 2021 (5y) Less than 5%
Ostrover, Douglas, Irving Co Chief Executive Officer Oct 2021 (5y) Less than 5%
Polland, Andrew, Robert Chief Operating Officer Oct 2021 (5y) Less than 5%
Reddy, Neena, Ann Chief Legal Officer Oct 2021 (5y) Less than 5%
Lipschultz, Marc, Steven Co Chief Executive Officer May 2023 (3y) Less than 5%
Packer, Craig, William Co President May 2023 (3y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Blue Owl Capital Technology Holdings Ii Llc Member Oct 2021 A 75% or more
Blue Owl Capital Group Llc Member May 2021 B ≈ 56.25% – 100% via Blue Owl Capital Technology Holdings Ii Llc
Blue Owl Capital Inc. Member Nov 2021 B 75% or more of Blue Owl Capital Gp Holdings Llc (indirect)
Blue Owl Capital Holdings Lp Member May 2021 B ≈ 42.19% – 100% via Blue Owl Capital Group Llc
Blue Owl Capital Gp Holdings Llc Member Nov 2021 B 75% or more of Blue Owl Capital Gp Llc (indirect)
Blue Owl Capital Holdings Llc Member Oct 2021 B ≈ 56.25% – 100% via Blue Owl Capital Technology Holdings Ii Llc
Nbsh Blue Investments, Llc Limited Partner May 2021 B ≈ 10.55% – 50% via Blue Owl Capital Holdings Lp
Blue Owl Capital Gp Llc General Partner May 2021 B GP / trustee / elected manager of Blue Owl Capital Holdings Lp (indirect)
Nbsh Acquisition, Llc Member May 2021 B GP / trustee / elected manager of Nbsh Blue Investments, Llc (indirect)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Blue Owl Capital Group Llc: 75% – 100% of Blue Owl Capital Technology Holdings Ii Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
  • Blue Owl Capital Holdings Lp: 75% – 100% of Blue Owl Capital Group Llc × 75% – 100% of Blue Owl Capital Technology Holdings Ii Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
  • Blue Owl Capital Holdings Llc: 75% – 100% of Blue Owl Capital Technology Holdings Ii Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
  • Nbsh Blue Investments, Llc: 25% – 50% of Blue Owl Capital Holdings Lp × 75% – 100% of Blue Owl Capital Group Llc × 75% – 100% of Blue Owl Capital Technology Holdings Ii Llc × 75% – 100% direct ≈ 10.55% – 50% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (1, $480M gross assets)

FundTypeGross assetsMin. investmentOwners
Athena Clo Ii, Llc Securitized Asset Fund $480M $250K 1

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 6.45 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗