Owl Rock Capital Advisors LLC

CRD#282575
Investment Advisor Firm

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Learn more about Owl Rock Capital Advisors LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Owl Rock Capital Advisors LLC operates as a financial advisor company based in New York, New York. The company has $30.8 billion in total assets across 19 customer accounts, making it one of the largest investment advisory firms in the country by assets under management (AUM). The company has a large team, including 110 financial advisors. Owl Rock Capital Advisors LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets such as bonds, equities and options.

    Owl Rock Capital Advisors LLC manages all of the company's accounts in a discretionary manner. Discretionary management means that a portfolio manager makes buy and sell choices for the client's account without requiring the client's authorization. The firm supervises roughly $1.6 billion for every account. The typical advisor at Owl Rock Capital Advisors LLC oversees fewer than one client account, placing it among the most individualized advisor firms in the country.

    The company's headquarters is located at 399 Park Avenue, New York, New York 10022. The firm is legally permitted to serve investors across a few states, including California, Connecticut, Massachusetts and New Jersey.

    Assets Under Management

    $30.8 billion

    Number of Advisors

    110

    Disclosures

    No

    Office Location

    399 Park Avenue
    New York, NY 10022

    Owl Rock Capital Advisors LLC by the Numbers

    Total Assets Under Management

    $30.8 billion

    National Average: $8.6 billion
    Total Number of Employees

    170

    National Average: 64
    Total Number of Accounts

    19

    National Average: 375,227
    Average Account Size

    $1.6 billion

    National Average: $23.0 thousand
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    Fee Structure

    A financial advisor's fees usually vary depending on which services the firm provides the client. Fee types charged by the firm may include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Owl Rock Capital Advisors LLC.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    The firm caters to business development companies and pooled investment vehicles. Out of its 19 clients, Owl Rock Capital Advisors LLC's biggest client group by number of accounts is pooled investment vehicles. About 63% of its accounts are non-U.S. persons.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Owl Rock Capital Advisors LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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