Clients
Blue Owl Insurance Advisors serves 11 clients, 10 of them insurance companies. The average client has about $2.35 billion with the firm.
- Insurance companies10 clients100%
- Pooled investment vehicles1 clients0%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 1 | $100,592,915 | 0.4% | $100.6M |
| Insurance companies | 10 | $25,744,357,056 | 99.6% | $2.57B |
| Total | 11 | $25,844,949,971 | 100% | $2.35B |
- Clients
- 1
- Regulatory AUM
- $100,592,915
- Share
- 0.4%
- Avg. per client
- $100.6M
- Clients
- 10
- Regulatory AUM
- $25,744,357,056
- Share
- 99.6%
- Avg. per client
- $2.57B
Total
- Clients
- 11
- Regulatory AUM
- $25,844,949,971
- Share
- 100%
- Avg. per client
- $2.35B
What it does
Blue Owl Insurance Advisors provides portfolio management for institutions and selecting other managers. It is paid through a percentage of assets and performance-based fees.
Blue Owl Insurance Advisors advises no private funds.
99.6% of assets ($25.73B across 10 accounts) are managed with discretion; $112.6M across 1 account is not. 27% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks4%
- Bonds42%
- Investment grade corporate bonds39%
- U.S. government and agency bonds1%
- State and local bonds1%
- High-yield corporate bonds1%
- Cash6%
- Other48%
- Abs, non-agency structured, clos, cmbs, cmls, and non-agency rmbs48%
Custodians
Blue Owl Insurance Advisors’ client accounts are held mainly at J.P. Morgan, with 62% of managed assets, and U.S. Bank, with 30%. Blue Owl Insurance Advisors has custody of $100.6M for 1 clients.
- J.P. MorganJ.P. Morgan & Chase · Monroe, LA · $16.12B62%
- U.S. BankU.S. Bank · ST. Paul, MN · $7.63B30%
- All other custodians$2.10B8%
Ownership and leadership
Blue Owl Capital Holdings LLC owns 75% or more of Blue Owl Insurance Advisors.
- Owns 75% or more of Blue Owl Insurance Advisors LLC
Blue Owl Capital Holdings LLC
Control person · since April 2024
- Owns 75% or more of Blue Owl Capital Holdings LLC
Blue Owl Capital Group LLC
Control person · since May 2021
- Owns 75% or more of Blue Owl Capital Group LLC
Blue Owl Capital Holdings LP
Control person · since May 2021
Blue Owl Capital GP LLC
General partner · Control person · since May 2021
- Owns 75% or more of Blue Owl Capital GP LLC
Blue Owl Capital GP Holdings LLC
Control person · since November 2021
- Owns 75% or more of Blue Owl Capital GP Holdings LLC
Blue Owl Capital Inc.
Control person · since November 2021
Leadership
- Alan KirshenbaumChief Financial Officer
- Andrew PollandChief Operating Officer
- Karen HagerChief Compliance Officer
- Neena ReddyChief Legal Officer
Staff
- 30 employees
- 30 in advisory functions
Fees
Blue Owl Insurance Advisors is paid through a percentage of assets under management and performance-based fees.
Blue Owl Insurance Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Blue Owl Insurance Advisors has 3 offices, with 4 listed addresses across 3 states.
New York · 2 listed addresses
- 399 Park Avenue, New YorkHQ
- 375 Park Avenue, New York
Ohio · 1 listed address
- 875 N High ST, Columbus
Texas · 1 listed address
- 300 Crescent Court, Dallas
Registration details
- Legal name
- Blue Owl Insurance Advisors LLC
- Headquarters
- 399 Park Avenue, New York, NY 10022-4614
- Phone
- 212-419-3000
- Website
- www.blueowl.com
- SEC file
- 801-130383
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Blue Owl Insurance Advisors have?
Blue Owl Insurance Advisors has 11 clients and manages $25.8 billion for them, as of March 2026. They include 10 insurance companies and 1 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Blue Owl Insurance Advisors offer?
Blue Owl Insurance Advisors provides portfolio management for institutions and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Blue Owl Insurance Advisors use?
Blue Owl Insurance Advisors’ separately managed account assets are held at J.P. Morgan & Chase (Monroe, LA), with $16,119,481,692 and U.S. Bank (ST. Paul, MN), with $7,627,062,600. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Blue Owl Insurance Advisors have?
Blue Owl Insurance Advisors has 0 investment adviser representatives registered with state securities authorities, out of 30 employees, and 30 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Blue Owl Insurance Advisors invest in?
At the end of its last fiscal year, Blue Owl Insurance Advisors’ separately managed accounts held 48% abs, non-agency structured, clos, cmbs, cmls, and non-agency rmbs, 39% investment grade corporate bonds, 6% cash and equivalents, 4% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% high-yield corporate bonds. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Blue Owl Insurance Advisors?
Blue Owl Insurance 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 31 March 2026
How does Blue Owl Insurance Advisors get paid?
Blue Owl Insurance Advisors is paid through a percentage of assets under management and performance-based fees. 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