# Blue Owl Insurance Solutions

> 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.

- CRD: 331318
- Filed as: BLUE OWL INSURANCE SOLUTIONS
- Legal name: Blue Owl Insurance Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331318
- AdvisorCensus page: https://advisorcensus.com/firm/blue-owl-insurance-solutions-new-york-ny-331318

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $200,000,000

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- J.P. Morgan & Chase
- U.S. Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $25,844,949,971
- Discretionary: $25,732,304,205
- Non-discretionary: $112,645,766

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $100,592,915 |
| Insurance companies | 10 | $25,744,357,056 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 30 total, 30 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Columbus, OH
- Dallas, TX
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- blueowl.com
- Instagram @blueowlcapital
- LinkedIn @blue-owl-capital
- X @BlueOwlCapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $20,768,236,679 | 60 | September 24, 2024 |
| October 2025 | $22,601,543,960 | 30 | March 31, 2025 |
| October 2026 | $25,844,949,971 | 30 | March 31, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Owl Insurance Solutions (CRD 331318): Form ADV filing data as of October 2026.