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Blue Owl Insurance Solutions
Filed as BLUE OWL INSURANCE SOLUTIONS · Legal name Blue Owl Insurance Advisors LLC
Blue Owl Insurance Solutions is an SEC-registered investment advisory firm in New York, NY, registered since 2024, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Blue Owl Insurance Solutions compensated?
On its Form ADV (Item 5.E, October 2026), Blue Owl Insurance Solutions reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Blue Owl Insurance Solutions located?
Blue Owl Insurance Solutions' principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).
Is Blue Owl Insurance Solutions registered with the SEC or a state?
Blue Owl Insurance Solutions is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331318.
How much does Blue Owl Insurance Solutions manage?
Blue Owl Insurance Solutions reports $25,844,949,971 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Blue Owl Insurance Solutions' assets and staff changed since 2024?
In the Form ADV data for Blue Owl Insurance Solutions: Regulatory assets under management: $20,768,236,679 in the October 2024 data and $25,844,949,971 in the October 2026 data, up 24%. Total employees: 60 in October 2024 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Blue Owl Insurance Solutions serve?
By number of clients on Form ADV Item 5.D: insurance companies (10); pooled investment vehicles (other than investment companies and business development companies) (1).
Which custodians does Blue Owl Insurance Solutions use?
Blue Owl Insurance Solutions' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan & Chase and U.S. Bank as custodians holding 10% or more of its separately managed account assets.
Does Blue Owl Insurance Solutions report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331318
Does Blue Owl Insurance Solutions state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "As a general rule, a minimum account size of $200 million is required for a BOIA SMA Client. In certain circumstances, however, a smaller account size may be agreed upon and will be reflected in the terms of the applicable client investment guidelines or Offering Materials."
What changed in Blue Owl Insurance Solutions' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $22,601,543,960 to $25,844,949,971 (+14%). Changed its office addresses in New York, NY. Added an office in Columbus, OH. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $200,000,000
The brochure's wording
As a general rule, a minimum account size of $200 million is required for a BOIA SMA Client. In certain circumstances, however, a smaller account size may be agreed upon and will be reflected in the terms of the applicable client investment guidelines or Offering Materials.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$25,844,949,971 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Blue Owl Insurance Advisors LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 30. Performing investment advisory functions: 30.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
3 other offices, as of the April 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $25,844,949,971 | 30 | March 31, 2026 |
| October 2025 | $22,601,543,960 | 30 | March 31, 2025 |
| October 2024 | $20,768,236,679 | 60 | September 24, 2024 |
Regulatory assets under management: $20,768,236,679 in the October 2024 data and $25,844,949,971 in the October 2026 data, up 24%.
Total employees: 60 in October 2024 and 30 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $22,601,543,960 to $25,844,949,971 (+14%).
- Changed its office addresses in New York, NY.
- Added an office in Columbus, OH.
- Updated its list of owners and control persons (Schedule A).
- January 2026
- No longer registered or notice-filed in CA, CT, IL, MA.
- December 2025
- Registered or notice-filed in OH.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Blue Owl Insurance Solutions (CRD 331318): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/blue-owl-insurance-solutions-new-york-ny-331318