{"url":"https://nivawealth.com/firms/blue-owl-insurance-advisors-331318","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/331318","regulatoryAum":25844949971,"crd":"331318","secFileNumber":"801-130383","legalName":"Blue Owl Insurance Advisors LLC","displayName":"Blue Owl Insurance 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":"10022-4614"},"tradeNames":[],"registration":{"secApproved":"30 May 2024","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":30,"advisory":30,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":25732304205,"discretionaryAccounts":10,"nonDiscretionary":112645766,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":27,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":100592915},{"label":"Insurance companies","clients":10,"regulatoryAum":25744357056}],"fees":[],"feeNotes":[],"custodians":[{"name":"J.P. Morgan & Chase","shortName":"J.P. Morgan","location":"Monroe, LA","smaAssets":16119481692},{"name":"U.S. Bank","shortName":"U.S. Bank","location":"ST. Paul, MN","smaAssets":7627062600}],"custodyNote":"Blue Owl Insurance Advisors has custody of $100.6M for 1 clients.","otherCustodians":[],"leadership":[{"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 April 2024."},{"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 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"},{"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 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"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":4,"officesByState":[{"state":"New York","offices":2,"addresses":[{"street":"399 Park Avenue","city":"New York","headquarters":true},{"street":"375 Park Avenue","city":"New York"}]},{"state":"Ohio","offices":1,"addresses":[{"street":"875 N High ST","city":"Columbus"}]},{"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"],"activities":["Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Non-exchange-traded equity securities","percent":4},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":39},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Cash and cash equivalents","percent":6},{"label":"Other","percent":48,"detail":"Abs, Non-Agency Structured, Clos, CMBS, CMLS, and Non-Agency RMBS"}],"privateFunds":0},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/331318/PDF/331318.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 Insurance Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Blue Owl Insurance Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Blue Owl Insurance Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Blue Owl Insurance Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Blue Owl Insurance Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Blue Owl Insurance Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Blue Owl Insurance Advisors get paid?","answer":"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","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."}