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.

Logo

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.


The firm manages $8.99 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.5 billion each.

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



Name Entity Date acquired Ownership Employer ID
Owl Rock Capital Holdings Llc Member-manager 1 Oct 2015 75% - 100% 47-5449904
Alan Jay Kirshenbaum Chief operating officer and chief financial officer 1 Dec 2015 Other 4157107
Douglas Irving Ostrover Chief executive officer and co-chief investment officer 1 Dec 2015 Other 1292770
Marc Steven Lipschultz President and co-chief investment officer 1 Feb 2016 Other 5801354
Rebecca Marie Tabb Chief compliance officer 1 Feb 2016 Other 6620561
Marc Lipschultz President 1 Feb 2016 Other 5801354
Craig William Packer Co-chief investment officer 1 Jun 2016 Other 1869959
Karen Hager Chief compliance officer 1 Mar 2018 Other 4360272

Indirect Owners

The SEC currently registers 8 indirect owners.

Name Entity Date acquired Ownership Employer ID
Owl Rock Capital Partners Lp Member manager 1 Oct 2015 75% - 100% 47-5431128
Owl Rock Capital Partners (Gp) Llc General partner 1 Oct 2015 Other 47-5256247
Douglas Irving Ostrover Member manager 1 Oct 2015 75% - 100% 1292770
Douglas Irving Ostrover Elected manager 1 Mar 2016 Other 1292770
Marc Lipschultz Elected manager 1 Mar 2016 Other 5801354
Owl Rock Capital Partners Lp Member manager 1 Sep 2018 50% - 75% 47-5431128
Owl Rock Capital Group Llc Member-manager 1 Sep 2018 75% - 100% 83-1264821
Owl Rock Capital Newco Llc Member-manager 1 Sep 2018 75% - 100% 83-1264821

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.