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BLUE OWL INSURANCE SOLUTIONS

NEW YORK, NY · CRD 331318 · IAPD ↗ · (212) 419-3000

$25.84BRegulatory AUM
30Advisory reps
30Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
April 2026 — BLUE OWL INSURANCE SOLUTIONS now reports custody of client assets ($201.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
37
December 2025 — BLUE OWL INSURANCE SOLUTIONS notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
37
April 2025 — BLUE OWL INSURANCE SOLUTIONS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
October 2024 — BLUE OWL INSURANCE SOLUTIONS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
June 2024 — BLUE OWL INSURANCE SOLUTIONS (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 30 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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