Blackstone Real Estate
advisor28 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7+1 YoYRank #2195 of mapped providers
Assets under administration$14.4B0.0%Market share · rank #930
Fees received$1MMedian $27,667/planSum across Schedule C direct + indirect
Net wins YoY+12 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 Real Estate plan look like?
Service mix · median fees per plan
Count of plans where Blackstone Real Estate ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment managementCode 28 | 4 | $87,688 | |
Direct payment from the plan; Investment advisory (participants)Code 26 | 2 | $16,953 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $624,131 |
Competitor overlap
Percent of Blackstone Real Estate'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 Real Estate.
| Sponsor | From | Assets |
|---|---|---|
UNIVERSITY HOSPITALS HEALTH SYSTEMOH · 340714775-333 | Wellington Company LLP | $920M |
CAMBRIDGE INFORMATION GROUP, INC.MD · 521088476-001 | Financial Engines Advisors LLC | $252M |
Plans lost in 2024
Appeared last year under Blackstone Real Estate; not this year.
| Sponsor | To | Assets |
|---|---|---|
UNITED BENEFITS GROUPMO · 010689331-001 | BlackRock | $3.4B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | $8.9B | 43,502 | $27,531 | 9y | 1 |
MAIN LINE HEALTH, INC.PA · 232331531-001 | $1.6B | 19,375 | $27,667 | 9y | - |
MEMORIAL SLOAN KETTERING CANCER CENTERNY · 131924236-001 | $1.2B | 7,968 | $624,131 | 9y | - |
BD OF TEES HEATING, PIPING & REFRIGERATION PENSION FUNDMD · 521058013-001 | $1.2B | 7,015 | $181,886 | 9y | - |
UNIVERSITY HOSPITALS HEALTH SYSTEMOH · 340714775-333 | $920M | 38,884 | $147,708 | 1y | - |
METROPOLITAN OPERA ASSOCIATION, INCNY · 131624087-007 | $265M | 1,641 | $0 | 5y | - |
CAMBRIDGE INFORMATION GROUP, INC.MD · 521088476-001 | $252M | 1,585 | $6,374 | 3y | - |
Flag exposure
71.4%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 (28)
Raw Schedule C names collapsed into Blackstone Real Estate.
- ARMANNO LLP
- ARMAO LLP
- ARMAO, LLP
- ARMERICH MASSENA & ASSOC INC
- ARMERICH MASSENA & ASSOCIATES
- ARMERICH MASSENA & ASSOCIATES, INC
- ARMERICH MASSENA & ASSOCIATES, INC.
- ARMININO LLP
- ARMOR INVESTMENT ADVISORS LLC
- BLACKSTONE RE PARTNERS IX
- BLACKSTONE RE PARTNERS VII
- BLACKSTONE REAL ESTATE
- BLACKSTONE REAL ESTATE ADVISORS
- BLACKSTONE REAL ESTATE ADVISORS LP
- BLACKSTONE REAL ESTATE ADVISORS, LP
- BLACKSTONE REAL ESTATE ASSOC VII
- BLACKSTONE REAL ESTATE ASSOC VII LP
- BLACKSTONE REAL ESTATE ASSOC VIII
- BLACKSTONE REAL ESTATE ASSOCIATES V
- BLACKSTONE REAL ESTATE INCOME ADVIS
- BLACKSTONE REAL ESTATE INCOME TRUST
- BLACKSTONE REAL ESTATE PARTNER
- BLACKSTONE REAL ESTATE PARTNERS
- BLACKSTONE REAL ESTATE PARTNERS EUR
- BLACKSTONE REAL ESTATE PARTNERS 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 Real Estate's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 14.29% | 1.76% | +12.53 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Blackstone Real Estate. 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 Real Estate's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Barnes, Iaccarino & Sheperd LLP | 1 | 14.3% |
| Covington & Burling LLP | 1 | 14.3% |
| O'Donoghue & O'Donoghue LLP | 1 | 14.3% |
| Proskauer Rose LLP | 1 | 14.3% |
| Sarfino and Rhoades, LLP | 1 | 14.3% |
| Seyfarth Shaw LLP | 1 | 14.3% |