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BLUE OWL STRATEGIC EQUITY ADVISORS LLC

NEW YORK, NY · CRD 325958 · IAPD ↗ · (212) 419-3000

$613.9MRegulatory AUM
250Advisory reps
250Employees
0Clients
n/aPlanning clients
1Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — BLUE OWL STRATEGIC EQUITY ADVISORS LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
April 2026 — BLUE OWL STRATEGIC EQUITY ADVISORS LLC added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — BLUE OWL STRATEGIC EQUITY ADVISORS LLC crossed $500M in regulatory AUM ($310.1M -> $613.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
68
April 2026 — BLUE OWL STRATEGIC EQUITY ADVISORS LLC grew from 210 to 250 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
April 2025 — BLUE OWL STRATEGIC EQUITY ADVISORS LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
April 2025 — BLUE OWL STRATEGIC EQUITY ADVISORS LLC added office(s): 3 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2025 — BLUE OWL STRATEGIC EQUITY ADVISORS LLC now reports custody of client assets ($94.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
April 2025 — BLUE OWL STRATEGIC EQUITY ADVISORS LLC reported RAUM up 145% ($126.6M -> $310.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — BLUE OWL STRATEGIC EQUITY ADVISORS LLC grew from 130 to 210 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — BLUE OWL STRATEGIC EQUITY ADVISORS LLC now reports 1 private fund(s) ($126.6M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
65
April 2024 — BLUE OWL STRATEGIC EQUITY ADVISORS LLC grew from 110 to 130 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.