Blue Owl Capital Inc
advisor9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5+1 YoYRank #3066 of mapped providers
Assets under administration$20.0B0.0%Market share · rank #784
Fees received$3MMedian $371,763/planSum across Schedule C direct + indirect
Net wins YoY+03 won · 3 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 Blue Owl Capital Inc plan look like?
Service mix · median fees per plan
Count of plans where Blue Owl Capital Inc ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 28 | 3 | $608,277 | |
Investment management fees paid directly by planCode 51 | 1 | $150,267 | |
Investment management fees paid indirectly by plan; Other feesCode 52 | 1 | $371,763 |
Competitor overlap
Percent of Blue Owl Capital Inc'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 Blue Owl Capital Inc.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | NB Dyal Advisors LLC | $5.1B |
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUNDOH · 316129964-001 | ARA Core Property Fund | $2.7B |
BD OF TEES HEATING, PIPING & REFRIGERATION PENSION FUNDMD · 521058013-001 | Kovitz Investment Group Partners | $1.2B |
Plans lost in 2024
Appeared last year under Blue Owl Capital Inc; not this year.
| Sponsor | To | Assets |
|---|---|---|
UNIVERSITY HOSPITALS HEALTH SYSTEMOH · 340714775-333 | Wellington Group Holdings LLP | $891M |
BOARD OF TRUSTEES IRON WORKERSMA · 042591016-001 | AXA Advisors, LLC | $640M |
TRANSIT MANAGEMENT OF SOUTHEAST LOUISIANA, INC.LA · 720956036-001 | Mariner Institutional | $181M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WELLS FARGO & COMPANYMN · 410449260-001 | $8.3B | 165,927 | $2M | 2y | - |
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | $5.4B | 30,149 | $168,272 | 2y | - |
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUNDOH · 316129964-001 | $2.7B | 30,539 | $150,267 | 1y | - |
BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUNDNY · 136696817-001 | $2.4B | 48,302 | $608,277 | 1y | - |
BD OF TEES HEATING, PIPING & REFRIGERATION PENSION FUNDMD · 521058013-001 | $1.2B | 7,015 | $371,763 | 1y | - |
Flag exposure
80.0%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 (9)
Raw Schedule C names collapsed into Blue Owl Capital Inc.
- ARRIAN D GREEN
- ARRIAN GREEN-BELVIN
- ARRIEL INVESTMENTS LLC
- BLUE OWL CAPITAL INC
- BLUE OWL DIGITAL INFRASTRUCTURE FUN
- BLUE OWL GP STAKES IV OFFSHR INV LP
- BLUE OWL GP STAKES OFFSHORE
- BLUE OWL GPSC ADVISORS LLC
- BLUE OWL PENSION INVESTORS 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 Blue Owl Capital Inc'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 | 0 | 0.00% | 1.76% | -1.76 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 Blue Owl Capital Inc. 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 Blue Owl Capital Inc'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 |
|---|---|---|
| Archer Byington Glennon & Levine | 1 | 20.0% |
| Ice Miller LLP | 1 | 20.0% |
| Kauff McGuire & Margolis LLP | 1 | 20.0% |
| O'Donoghue & O'Donoghue LLP | 1 | 20.0% |
| Proskauer Rose LLP | 1 | 20.0% |
| Sarfino and Rhoades, LLP | 1 | 20.0% |
| Spivak Lipton LLP | 1 | 20.0% |
| Virginia & Ambinder, LLP | 1 | 20.0% |