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Companies · OWL

OWL Reported this cycle

Blue Owl Capital

New York, NY Founded 2021 Asset Management

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Latest analysis

Updated Aug 18, 2026

Blue Owl Issues $750M Senior Notes Due 2036 at 6.75% Coupon

Blue Owl Capital completed a $750 million debt offering of 6.75% senior notes due 2036 on August 18, 2026. The notes are unsecured, unsubordinated obligations of Blue Owl Finance LLC with full guarantees from Blue Owl Capital and ten subsidiary guarantors. The offering was underwritten by BofA Securities, Goldman Sachs and Morgan Stanley under a shelf registration statement on Form S-3ASR filed in May 2024.

Tone: neutral

Revenue

$2.9B

OWL 10-K · FY 2025

Employees

1,365

Revenue FY2024

$2.3B

Founded

2021

Profile

OWL 10-K Item 1 · Feb 19, 2026

Blue Owl Capital is a global alternative asset manager with $307.4 billion in AUM as of December 31, 2025, operating across three platforms: Credit, Real Assets, and GP Strategic Capital. The firm is anchored by a high proportion of Permanent Capital — approximately 85% of 2025 management fees were earned from Permanent Capital vehicles — which provides earnings stability and predictability. Blue Owl deploys private capital on behalf of institutional and private wealth clients globally, with a disciplined focus on long-term investment horizons.

Read filing description ↓

Blue Owl is a global alternative asset manager with $307.4 billion in AUM as of December 31, 2025. Anchored by a strong Permanent Capital base, we deploy private capital across Credit, Real Assets and GP Strategic Capital platforms on behalf of institutional and private wealth clients. Our flexible, consultative approach helps position us as a partner of choice for businesses seeking capital solutions to support their sustained growth. Our management team is comprised of seasoned investment professionals with decades of experience building alternative investment businesses. Blue Owl was formed in May 2021 through the combination of Owl Rock, a leader in credit solutions, and Dyal Capital, a leading capital solutions provider to large private capital managers. In December 2021, we acquired Oak Street, which expanded our offerings to include real estate-focused products. Our breadth of offerings and Permanent Capital base enable us to offer a differentiated, holistic framework of capital solutions to middle market companies, large alternative asset managers and corporate real estate owners and tenants. We provide these solutions through our Permanent Capital vehicles and long-dated private funds, which we believe provide our business with a high degree of earnings stability and predictability. For the year ended December 31, 2025, approximately 85% of our management fees were earned from Permanent Capital vehicles. Our global, high-caliber investor base includes a diversified mix of institutional investors, including prominent public and private pension funds, endowments, foundations, family offices, private banks, high net worth individuals, asset managers and insurance companies, as well as individual clients, accessed through well-known wealth management firms.

Primary products

  • Direct Lending
  • Alternative Credit
  • Investment Grade Credit
  • Liquid Credit
  • Net Lease
  • Real Estate Credit

Business segments

Credit Real Assets GP Strategic Capital

End markets

Middle market companies Large alternative asset managers Corporate real estate owners and tenants Insurance companies Private wealth / high net worth individuals Institutional investors

Geographies

United States Canada United Kingdom Japan Dubai International Financial Centre Hong Kong
“Within GP Strategic Capital, we have also established ourselves as a market leader, with a long track record, the greatest amount of aggregate capital raised and the largest number of publicly announced deals.” Competitive position, as stated in the filing

Revenue commentary · FY 2025

Management attributed management fee growth of approximately 25% over the past year to fundraising, capital deployment, and acquisitions, with total revenues rising from $2.295 billion in 2024 to $2.870 billion in 2025.

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