Blue Owl Insurance Advisors Llc
- Regulatory AUM
- $25.8B
- Discretionary
- $25.7B
- Clients
- 11
- Avg AUM / client
- $2.3B
- Accounts
- 11
- Employees
- 30
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Asset allocation (SMA assets by investment type)
as of Mar 31, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $101M | 0.39% |
| Insurance companies | 10 | $25.7B | 99.6% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hager, Karen, Nmn | Chief Compliance Officer | May 2021 (5y) | Less than 5% | |
| Kirshenbaum, Alan, Jay | Chief Financial Officer | May 2021 (5y) | Less than 5% | |
| Ostrover, Douglas, Irving | Co Chief Executive Officer | May 2021 (5y) | Less than 5% | |
| Polland, Andrew, Robert | Chief Operating Officer | May 2021 (5y) | Less than 5% | |
| Reddy, Neena, Ann | Chief Legal Officer | May 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)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Blue Owl Capital Holdings Llc | Member | May 2021 | A | 75% or more |
| Blue Owl Capital Group Llc | Member | May 2021 | B | ≈ 56.25% – 100% via Blue Owl Capital Holdings 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 Lp | Member | May 2021 | B | ≈ 42.19% – 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) |
| Nbsh Blue Investments, Llc | Limited Partner | May 2021 | B | ≈ 18.75% – 50% via Blue Owl Capital Holdings Llc |
| Blue Owl Capital Gp Llc | General Partner | May 2021 | B | GP / trustee / elected manager of Blue Owl Capital Holdings 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 Group Llc: 75% – 100% of Blue Owl Capital Holdings 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 Holdings Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Nbsh Blue Investments, Llc: 25% – 50% of Blue Owl Capital Holdings Llc × 75% – 100% direct ≈ 18.75% – 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 6.33 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 businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- J.P. Morgan $16.1B (62% of AUM) Mar 2026
- U.S. Bank $7.6B (30% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
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) ↗