{"url":"https://nivawealth.com/firms/blue-owl-credit-private-fund-advisors-297506","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/297506","regulatoryAum":46059263057,"crd":"297506","secFileNumber":"801-113629","legalName":"Blue Owl Credit Private Fund Advisors LLC","displayName":"Blue Owl Credit Private Fund Advisors","website":"https://www.blueowl.com/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"399 Park Avenue","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10022"},"tradeNames":[],"registration":{"secApproved":"17 July 2018","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":250,"advisory":250,"brokerDealerReps":1,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":43152225442,"discretionaryAccounts":141,"nonDiscretionary":2907037615,"nonDiscretionaryAccounts":13,"wrapProgram":null,"nonUsClientsPct":35,"nonAumClients":0},"clientTypes":[{"label":"Banking or thrift institutions","clients":1,"regulatoryAum":448796041},{"label":"Pooled investment vehicles","clients":120,"regulatoryAum":32755825018},{"label":"Pension and profit-sharing plans","clients":17,"regulatoryAum":9028543064},{"label":"Charitable organizations","clients":2,"regulatoryAum":274633539},{"label":"State or municipal government entities","clients":3,"regulatoryAum":1251938965},{"label":"Other investment advisers","clients":4,"regulatoryAum":29936510},{"label":"Sovereign wealth funds and foreign official institutions","clients":3,"regulatoryAum":761650025},{"label":"Corporations and other businesses","clients":4,"regulatoryAum":1507939895}],"fees":[],"feeNotes":[],"custodians":[{"name":"State Street Bank and Trust Company","shortName":"State Street Bank and Trust","location":"Boston, MA","smaAssets":5964325012}],"custodyNote":"Blue Owl Credit Private Fund Advisors has custody of $23.61B for 117 clients.","otherCustodians":[],"leadership":[{"name":"Craig Packer","title":"President","crd":"1869959"},{"name":"Alan Kirshenbaum","title":"Chief Financial Officer","crd":"4157107"},{"name":"Andrew Polland","title":"Chief Operating Officer","crd":"5785787"},{"name":"Karen Hager","title":"Chief Compliance Officer","crd":"4360272"},{"name":"Neena Reddy","title":"Chief Legal Officer","crd":"4327592"}],"ownership":[{"label":"Blue Owl Capital Holdings LLC","detail":"Member in the 75% or more ownership band and a control person, since May 2021."},{"label":"Blue Owl Capital Group LLC","detail":"Indirect owner: a member of Blue Owl Capital Holdings LLC in the 75% or more band and a control person, since May 2021.","parent":"Blue Owl Capital Holdings LLC"},{"label":"Blue Owl Capital GP LLC","detail":"Indirect owner: general partner of Blue Owl Capital Holdings LP and a control person, since May 2021.","parent":"Blue Owl Capital Holdings LP"},{"label":"Blue Owl Capital Inc.","detail":"Indirect owner: a member of Blue Owl Capital GP Holdings LLC in the 75% or more band and a control person, since November 2021.","parent":"Blue Owl Capital GP Holdings LLC"},{"label":"Blue Owl Capital Holdings LP","detail":"Indirect owner: a member of Blue Owl Capital Group LLC in the 75% or more band and a control person, since May 2021.","parent":"Blue Owl Capital Group LLC"},{"label":"Blue Owl Capital GP Holdings LLC","detail":"Indirect owner: a member of Blue Owl Capital GP LLC in the 75% or more band and a control person, since November 2021.","parent":"Blue Owl Capital GP LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":8,"privateResidences":0},"listedOfficeAddresses":9,"officesByState":[{"state":"California","offices":2,"addresses":[{"street":"2180 Sand Hill Road","city":"Menlo Park"},{"street":"1 Embarcadero Center","city":"San Francisco"}]},{"state":"Connecticut","offices":2,"addresses":[{"street":"1 Greenwich Plaza","city":"Greenwich"},{"street":"646 Steamboat Road","city":"Greenwich"}]},{"state":"Florida","offices":1,"addresses":[{"street":"801 Brickell Avenue","city":"Miami"}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"8 Newbury Street","city":"Boston"}]},{"state":"New York","offices":2,"addresses":[{"street":"399 Park Avenue","city":"New York","headquarters":true},{"street":"375 Park Avenue","city":"New York"}]},{"state":"Texas","offices":1,"addresses":[{"street":"300 Crescent Court","city":"Dallas"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-419-3000","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Non-exchange-traded equity securities","percent":7},{"label":"Cash and cash equivalents","percent":3},{"label":"Other","percent":90,"detail":"Bank Loans and Uncalled Capital"}],"privateFunds":87},"sources":{"adv1FilingDate":"17 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/297506/PDF/297506.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Blue Owl Credit Private Fund Advisors have?","answer":"Blue Owl Credit Private Fund Advisors has 154 clients and manages $46.1 billion for them, as of June 2026. They include 120 pooled investment vehicles, 17 pension and profit-sharing plans and 4 other investment advisers.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 17 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Blue Owl Credit Private Fund Advisors offer?","answer":"Blue Owl Credit Private Fund Advisors provides portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Blue Owl Credit Private Fund Advisors use?","answer":"Blue Owl Credit Private Fund Advisors’ separately managed account assets are held at State Street Bank and Trust Company (Boston, MA), with $5,964,325,012. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Blue Owl Credit Private Fund Advisors have?","answer":"Blue Owl Credit Private Fund Advisors has 0 investment adviser representatives registered with state securities authorities, out of 250 employees, and 250 perform investment advisory functions. 1 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Blue Owl Credit Private Fund Advisors invest in?","answer":"At the end of its last fiscal year, Blue Owl Credit Private Fund Advisors’ separately managed accounts held 90% bank loans and uncalled capital, 7% non-exchange-traded equities and 3% cash and equivalents. It advises 87 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Blue Owl Credit Private Fund Advisors?","answer":"Blue Owl Credit Private Fund Advisors is owned through a chain of holding companies by Blue Owl Capital Inc. Its direct owner is Blue Owl Capital Holdings LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 17 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Blue Owl Credit Private Fund Advisors get paid?","answer":"Blue Owl Credit Private Fund Advisors is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}