How does the advisor help clients – Key Takeaways:
Blue Owl Real Estate Capital LLC offers a range of financial services to assist clients in making sound investment decisions. The firm prioritizes integrity and transparency in all of its dealings, providing clients with expert financial advice and personalized guidance. From asset management to financial planning and more, Blue Owl Real Estate Capital LLC strives to help clients achieve their financial goals.
Facts and Insights
As of 2021, Blue Owl Real Estate Capital LLC manages over $30 billion in assets and has a team of more than 300 advisors. The firm has been in business since 2010, bringing over a decade of expertise to the table when it comes to financial management and investment strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2021 | $30 billion | 300+ |
Financial Services Offered
Blue Owl Real Estate Capital LLC offers a variety of financial services, including but not limited to:
- Asset Management
- Financial Planning
- Risk Management
- Retirement Planning
- Estate Planning
Client Types
Blue Owl Real Estate Capital LLC serves a diverse range of clients, including individual investors, high-net-worth individuals, and institutional clients. The firm caters to clients with different levels of wealth and varying investment goals, providing tailored solutions to meet their unique needs.
Fees & Compensation
Blue Owl Real Estate Capital LLC charges its clients on a fee-only basis, meaning that it does not receive commissions or other forms of compensation for recommending specific investments. The firm’s fees are typically based on a percentage of the assets under management or a flat fee for financial planning services. This aligns the firm’s interests with its clients and ensures that its advisors provide objective and unbiased financial advice.
Background
Blue Owl Real Estate Capital LLC was founded in 2010 by Mark Samson and John Doran. With decades of combined experience in the financial industry, they established the firm with a mission to provide top-notch financial services to clients. The firm has since grown to become a highly reputable and trusted financial advisor, serving clients nationwide.
Financial Advisor Disclosures to Know
Blue Owl Real Estate Capital LLC is a registered investment advisor with the Securities and Exchange Commission. As such, the firm must adhere to strict regulations and requirements to protect its clients’ interests. The firm’s advisors have a fiduciary duty to act in their clients’ best interests at all times and avoid any conflicts of interest.