Owl Rock Technology Advisors LLC (New York)

Name: Owl Rock Technology Advisors LLC
Address: 399 Park Avenue, New York, NY, 10022
Telephone: 2124193000

Owl Rock Technology Advisors LLC is a large advisory firm based in New York. It manages $2.11 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California and Massachusetts.

Owl Rock Technology Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Owl Rock Technology Advisors: assets under management

The assets under management (AUM) of Owl Rock Technology Advisors LLC is $2.11 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $2.11 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.11 billion each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Owl Rock Technology Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Owl Rock Technology Advisors serves?

The only and largest group of clients of Owl Rock Technology Advisors is business development companies with 1 clients and $2.11 billion of assets under management. Among the 7 most similar advisory firms, Owl Rock Technology Advisors has the highest percentage of business development companies out of all clients.

The amount of regulatory assets under management is $2.11 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.

Owl Rock Technology Advisors doesn't advise any private funds.

Careers at Owl Rock Technology Advisors LLC

The company employs 65 people that are either part- or full-time employees. 62 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alan Jay Kirshenbaum	Chief operating officer and chief financial officer	1 Jun 2018	Other	4157107
Douglas Irving Ostrover	Chief executive officer and co-chief investment officer	1 Jun 2018	Other	1292770
Marc Steven Lipschultz	President and co-chief investment officer	1 Jun 2018	Other	5801354
Craig William Packer	Co-chief investment officer	1 Jun 2018	Other	1869959
Karen Hager	Chief compliance officer	1 Jun 2018	Other	4360272
Owl Rock Capital Technology Holdings Llc	Member-manager	1 Jun 2018	75% - 100%	83-0691439

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Owl Rock Capital Partners Lp	Member manager	1 Oct 2015	75% - 100%	47-5431128
Owl Rock Capital Partners (Gp) Llc	General partner	1 Oct 2015	Other	47-5256247
Douglas Irving Ostrover	Elected manager	1 Mar 2016	Other	1292770
Marc Steven Lipschultz	Elected manager	1 Mar 2016	Other	5801354
Craig William Packer	Elected manager	1 Jun 2016	Other	1869959
Owl Rock Capital Holdings Llc	Member manager	1 Jun 2018	75% - 100%	47-5449904

Based in New York

The principal office where Owl Rock Technology Advisors LLC performs its advisory services is located at 399 Park Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Menlo Park, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 2124193000. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at owlrock.com.