Blackstone Mezzanine Advisors LP (New York)

Name: Blackstone Mezzanine Advisors LP
Address: 345 Park Avenue, New York, NY, 10154
Telephone: 212-503-2100

Blackstone Mezzanine Advisors LP is a related adviser based in New York. It manages $7.91 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

Blackstone Mezzanine Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Blackstone Mezzanine Advisors: assets under management

The assets under management (AUM) of Blackstone Mezzanine Advisors LP is $7.91 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -97% since the beginning of its operation, and $769.49 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $7.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.96 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blackstone Mezzanine Advisors LP 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 Hamilton Evans James serves?

The only and largest group of clients of Hamilton Evans James is pooled investment vehicles with 2 clients and $7.91 million of assets under management. Among the 3 most similar advisory firms, Blackstone Mezzanine Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $7.91 million for 2 clients. 50% of the firm’s clients are foreign persons or businesses.

Blackstone Mezzanine Advisors also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.

Careers at Blackstone Mezzanine Advisors LP

The company employs 246 people that are either part- or full-time employees. 41 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.

Hamilton Evans James has been acting as President since 1 Oct 2002. James J Mossman has served as the Chief Investment Officer since 1 Mar 1999. Kevin Michael Kresge joined the executive team most recently as the Head Of Finance.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bmez Advisors L.L.C.	General partner	1 Mar 1999	Other	13-4048802
Stephen Allen Schwarzman	Chairman and ceo	1 Mar 1999	Other	861435
Peter George Peterson	Chairman	1 Mar 1999	Other	803568
Mark Timothy Gallogly	Senior managing director, investment committee	1 Mar 1999	Other	1964603
Howard Gellis	Senior managing director	1 Mar 1999	Other	2384454
Salvatore Gentile	Managing director	1 Mar 1999	Other	2384451
Jason David Drattell	Managing director	1 Mar 1999	Other	3123659
Michael A Puglisi	Chief financial officer	1 Mar 1999	Other	2526926
James J Mossman	Chief investment officer	1 Mar 1999	Other	1857323
James Tomilson Hill	Vice chairman, investment committee	1 Mar 1999	Other	2114386
Howard (No Middle Name) Gellis	Limited partner	1 Mar 1999	Other	2384454
Michael A. (Mi Only) Puglisi	Chief financial officer	1 Mar 1999	Other	2526926
Inc. Aig Bg Holdings	Limited partner	1 Mar 1999	Other	13-4019085
Mark Gudis	Managing director	1 Nov 1999	Other	4650183
Dean Theodor Criares	Managing director	1 Aug 2002	Other	2718080
Hamilton Evans James	President	1 Oct 2002	Other	821911
James Tomilson Hill	Vice chairman	1 Jan 2003	Other	2114386
Robert Laurence Friedman	Chief legal officer / senior managing director	1 Mar 2003	Other	3222081
Joshua Benjamin Rovine	Chief compliance officer	1 Oct 2004	Other	4641279
Vincent Lu	Limited partner	1 Jan 2006	Other	2392537
Brian Michael Spenner	Limited partner	1 Jan 2006	Other	2529073
Dean Theodor Criares	Limited partner	1 Jan 2006	Other	2718080
Luzile Anne Francisco Manigbas	Co-chief financial officer	1 Feb 2008	Other	4179823
Bennett Jay Goodman	Founder	1 Mar 2008	Other	1155069
J Albert Smith	Founder	1 Mar 2008	Other	1725193
Douglas Irving Ostrover	Founder	1 Mar 2008	Other	1292770
George I (Mi Only) Fan	Chief compliance officer	1 Mar 2008	Other	2952591
George I Fan	Chief compliance officer	1 Mar 2008	Other	2952591
Laurence Anthony Tosi	Chief financial officer of the blackstone group l.p.	1 Sep 2008	Other	4876604
Eric Rosenberg	Co-chief financial officer	1 Mar 2009	Other	4718734
Marisa Janel Beeney	Chief compliance officer / chief legal officer	1 Feb 2010	Other	5764686
George I (Mi Only) Fan	Chief operating officer	1 Feb 2010	Other	2952591
Eric Rosenberg	Chief financial officer	1 May 2010	Other	4718734
Blackstone Intermediary Holdco L.L.C.	Limited partner	1 Jul 2011	75% - 100%	45-2537313
Doris Nmn Lee Silvestri	Chief financial officer	1 Mar 2016	Other	6642541
Doris Lee Silvestri	Chief financial officer	1 Mar 2016	Other	6642541
Donald Dwight Scott	President	1 Jun 2017	Other	2257157
Susan Elizabeth Burkhardt	Chief compliance officer	1 Oct 2018	Other	6013503
Paul Mark Kelly	Chief operating officer	1 Jan 2019	Other	2467161
Kevin Michael Kresge	Head of finance	1 Mar 2019	Other	4909396

Indirect Owners

The SEC currently registers 10 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Blackstone Holdings I L.P.	Limited partner	1 Jun 2007	75% - 100%	26-0288589
Blackstone Holdings I / Ii Gp Inc.	General partner	1 Jun 2007	Other	26-0238303
The Blackstone Group L.P.	Shareholder	1 Jun 2007	75% - 100%	20-8875684
Blackstone Holdings I / Ii Gp L.L.C.	General partner	1 Jun 2007	50% - 75%	26-0238303
The Blackstone Group Inc.	Sole member	1 Jun 2007	75% - 100%	20-8875684
Blackstone Advisory Partners L.P.	Sole member	1 Jul 2011	75% - 100%	17917
Blackstone Group Holdings L.P.	Limited partner	1 Jul 2011	75% - 100%	13-3492074
Blackstone Advisory Services L.L.C.	General partner	1 Jul 2011	Other	26-1124704
Blackstone Holdings I L.P.	Sole member	1 Jul 2011	75% - 100%	26-0288589
Blackstone Group Holdings L.L.C.	General partner	1 Jul 2011	Other	13-3901804

Based in New York

The principal office where Blackstone Mezzanine Advisors LP performs its advisory services is located at 345 Park Avenue, New York, NY 10154, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-503-2100 or by fax 212-503-6924. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at blackstone.com.