Blue Owl Strategic Equity Advisors Llc
- Regulatory AUM
- $614M
- Discretionary
- $614M
- Clients
- 1
- Avg AUM / client
- $614M
- Accounts
- 1
- Employees
- 250
AUM over time
Annual snapshots from Form ADV filings · as of Jun 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $614M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $127M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Blue Owl Strategic Equity Fund, Lp | Private Equity Fund | Delaware | $127M | 0 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hager, Karen, Nmn | Chief Compliance Officer | Nov 2022 (4y) | Less than 5% | |
| Kirshenbaum, Alan, Jay | Chief Financial Officer | Nov 2022 (4y) | Less than 5% | |
| Ostrover, Douglas, Irving | Co Chief Executive Officer | Nov 2022 (4y) | Less than 5% | |
| Polland, Andrew, Robert | Chief Operating Officer | Nov 2022 (4y) | Less than 5% | |
| Reddy, Neena, Ann | Chief Legal Officer | Nov 2022 (4y) | 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)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Blue Owl Strategic Equity Fund Holdings Llc | Member | Nov 2022 | A | 75% or more |
| Blue Owl Capital Holdings Llc | Non Member Manager | Nov 2022 | B | ≈ 56.25% – 100% via Blue Owl Strategic Equity Fund Holdings Llc |
| Blue Owl Capital Group Llc | Member | May 2021 | B | ≈ 42.19% – 100% via Blue Owl Capital Holdings Llc |
| Blue Owl Capital Holdings Lp | Member | May 2021 | B | ≈ 31.64% – 100% via Blue Owl Capital Group Llc |
| Blue Owl Capital Inc. | Member | Nov 2021 | B | 75% or more of Blue Owl Capital Gp Holdings Llc (indirect) |
| Blue Owl Strategic Equity Holdco Llc | Member | Nov 2022 | B | ≈ 56.25% – 100% via Blue Owl Strategic Equity Fund Holdings Llc |
| Nbsh Blue Investments, Llc | Limited Partner | May 2021 | B | ≈ 7.91% – 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) |
| Blue Owl Capital Gp Holdings Llc | Member | Nov 2021 | B | GP / trustee / elected manager of Blue Owl Capital Gp Llc (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 Holdings Llc: 75% – 100% of Blue Owl Strategic Equity Fund Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Blue Owl Capital Group Llc: 75% – 100% of Blue Owl Capital Holdings Llc × 75% – 100% of Blue Owl Strategic Equity Fund Holdings Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Blue Owl Capital Holdings Lp: 75% – 100% of Blue Owl Capital Group Llc × 75% – 100% of Blue Owl Capital Holdings Llc × 75% – 100% of Blue Owl Strategic Equity Fund Holdings Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Blue Owl Strategic Equity Holdco Llc: 75% – 100% of Blue Owl Strategic Equity Fund Holdings 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 Holdings Llc × 75% – 100% of Blue Owl Strategic Equity Fund Holdings Llc × 75% – 100% direct ≈ 7.91% – 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, $127M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Blue Owl Strategic Equity Fund, Lp | Private Equity Fund | $127M | $5.0M | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/17/2026 | 6.53 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 pooled investment vehicles
Custody
Firm reports having 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: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗