Owl Rock Capital Advisors LLC (New York)
Owl Rock Capital Advisors LLC is a large advisory firm based in New York. It manages $8.99 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California and Massachusetts.
Owl Rock Capital Advisors provides portfolio management for investment companies and we intend to provide portfolio management services to a pooled investment vehicle. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Owl Rock Capital Advisors: assets under management
The assets under management (AUM) of Owl Rock Capital Advisors LLC is $8.99 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 761523% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Owl Rock Capital Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Marc Lipschultz serves?
The only and largest group of clients of Marc Lipschultz is business development companies with 2 clients and $8.99 billion of assets under management. Among the 8 most similar advisory firms, Owl Rock Capital Advisors has the highest percentage of business development companies out of all clients.
The amount of regulatory assets under management is $8.99 billion for 2 clients. None of the firm’s clients are foreign persons or businesses.
Owl Rock Capital Advisors doesn't advise any private funds.
Careers at Owl Rock Capital Advisors LLC
The company employs 65 people that are either part- or full-time employees. 62 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Marc Lipschultz has been acting as President since 1 Feb 2016. Owl Rock Capital Partners Lp joined the executive team most recently as the Member Manager.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 8 indirect owners.Based in New York
The principal office where Owl Rock Capital Advisors LLC performs its advisory services is located at 399 Park Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Menlo Park, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (212) 419-3000. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at owlrock.com/ and its LinkedIn profile.
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