{
  "crd_number": 331318,
  "slug": "blue-owl-insurance-solutions-new-york-ny-331318",
  "primary_business_name": "BLUE OWL INSURANCE SOLUTIONS",
  "legal_name": "BLUE OWL INSURANCE ADVISORS LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-05-30",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 25844949971.0,
  "raum_discretionary": 25732304205.0,
  "raum_non_discretionary": 112645766.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 30,
  "advisory_employees": 30,
  "client_count_bucket": null,
  "clients_by_type": {
    "insurance_companies": {
      "raum": 25744357056.0,
      "count": 10
    },
    "pooled_investment_vehicles": {
      "raum": 100592915.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "OH",
    "TX"
  ],
  "websites": [
    "https://blueowl.com",
    "https://instagram.com/blueowlcapital",
    "https://linkedin.com/company/blue-owl-capital",
    "https://x.com/BlueOwlCapital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331318",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/blue-owl-insurance-solutions-new-york-ny-331318",
  "display_name": "Blue Owl Insurance Solutions",
  "summary": "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.",
  "citation": "AdvisorCensus. Blue Owl Insurance Solutions (CRD 331318): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Blue Owl Insurance Solutions compensated?",
      "a": "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."
    },
    {
      "q": "Where is Blue Owl Insurance Solutions located?",
      "a": "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)."
    },
    {
      "q": "Is Blue Owl Insurance Solutions registered with the SEC or a state?",
      "a": "Blue Owl Insurance Solutions is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331318."
    },
    {
      "q": "How much does Blue Owl Insurance Solutions manage?",
      "a": "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)."
    },
    {
      "q": "How have Blue Owl Insurance Solutions' assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "What types of clients does Blue Owl Insurance Solutions serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Blue Owl Insurance Solutions use?",
      "a": "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."
    },
    {
      "q": "Does Blue Owl Insurance Solutions report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Blue Owl Insurance Solutions state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Blue Owl Insurance Solutions' recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 20768236679.0,
      "total_employees": 60,
      "filing_date": "2024-09-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 22601543960.0,
      "total_employees": 30,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 25844949971.0,
      "total_employees": 30,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in CA, CT, IL, MA."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in OH."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$200,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $200,000,000"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 200000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "J.P. Morgan & Chase",
      "name_as_filed": "J.P. MORGAN & CHASE",
      "affiliated": false
    },
    {
      "name": "U.S. Bank",
      "name_as_filed": "U.S. BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/blue-owl-insurance-solutions-new-york-ny-331318.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 100592915.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 10,
      "fewer_than_5": false,
      "raum": 25744357056.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331318",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}