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Blackstone Alternative Asset Management

advisor

12 known aliases resolved via the canonical alias map

Market position · 2024

Plans served8-1 YoYRank #1699 of mapped providers
Assets under administration$18.8B0.0%Market share · rank #710
Fees received$6MMedian $84,293/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Blackstone Alternative Asset Management plan look like?
Service mix · median fees per plan
Count of plans where Blackstone Alternative Asset Management ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Investment management; Investment management fees paid indirectly by planCode 28
5$85,280
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15
1$12,942
Employee (plan); Direct payment from the planCode 30
1$92,500
Investment management fees paid directly by planCode 51
1$32,706
Competitor overlap
Percent of Blackstone Alternative Asset Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Blackstone Alternative Asset Management.
SponsorFromAssets
IBEW LU 654 PENSION FUND TRUSTEESNJ · 236538183-001
Goldman Sachs Asset Management$152M
Plans lost in 2024
Appeared last year under Blackstone Alternative Asset Management; not this year.
SponsorToAssets
BOARD OF TRUSTEES - H.F.I.A.W. LOCAL NO.32 PENSION TRUST FUNDNJ · 221715513-001
Basil Castrovinc Associates Inc.$85M
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002
$15.0B311,750$6M6y-
BRICKLAYERS & TROWEL TRADES INTL PENSION FD BD OF TRUSTEEDC · 526127746-001
$1.9B76,992$92,5005y-
SHEET METAL WORKERS LOCAL NO. 17 ANNUITY INCOME FUNDMA · 046394579-003
$656M4,044$83,30610y-
YWCA RETIREMENT FUND, INC.NY · 131624231-001
$407M11,316$12,9426y1
IBEW JOINT PENSION FUND LOCAL 456NJ · 226238995-001
$302M1,470$159,36610y-
UNITED FURNITURE WORKERS PENSION FUND ATN · 135511877-001
$252M7,480$32,70610y-
IBEW LU 654 PENSION FUND TRUSTEESNJ · 236538183-001
$152M849$68,5189y-
TRUSTEES, U.A. LOCAL 322 PENSION FUNDNJ · 216016638-001
$128M1,690$85,2809y-
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline

Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.

Aliases resolved (12)
Raw Schedule C names collapsed into Blackstone Alternative Asset Management.
  • ARKUS, INC.
  • ARLENE B STEUER
  • ARLENE BAUTISTA
  • BLACKSTONE ALT ASSET MGMT
  • BLACKSTONE ALT ASSET MGMT LP
  • BLACKSTONE ALT ASSET MGMT, LP
  • BLACKSTONE ALTERNATIVE ASSET
  • BLACKSTONE ALTERNATIVE ASSET M
  • BLACKSTONE ALTERNATIVE ASSET MANAGE
  • BLACKSTONE ALTERNATIVE ASSET MGMT
  • BLACKSTONE ALTERNATIVE ASSET MGT
  • BLACKSTONE ALTERNATIVE ASSET MGT LP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Blackstone Alternative Asset Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions112.50%1.71%+10.79 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions00.00%1.76%-1.76 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with Blackstone Alternative Asset Management. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Blackstone Alternative Asset Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
PartnerShared plans% of book
Lindabury, McCormick, Estabrook & Cooper225.0%
O'Donoghue & O'Donoghue LLP225.0%
Arnold & Kadjan LLP112.5%
Calfee, Halter & Griswold LLP112.5%
David W. New, P.C.112.5%
Duane Morris LLP112.5%
FOX ROTHSCHILD LLP112.5%
Fuiman Mogila LLP112.5%
Kroll Heineman Carton LLC112.5%
McDermott Will & Emery LLP112.5%