Blackstone Tactical Opportunities Advisors L.L.C. (New York)

Name: Blackstone Tactical Opportunities Advisors L.L.C.
Address: 345 Park Avenue, New York, NY, 10154
Telephone: 212-583-5000

Blackstone Tactical Opportunities Advisors L.L.C. is a large advisory firm based in New York. It manages $27.57 billion of regulatory assets for 60 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

Blackstone Tactical Opportunities Advisors L.L.C provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Blackstone Tactical Opportunities Advisors L.L.C: assets under management

The assets under management (AUM) of Blackstone Tactical Opportunities Advisors L.L.C. is $27.57 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2055% since the beginning of its operation, and $3.56 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $27.57 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $459.43 million each.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blackstone Tactical Opportunities Advisors L.L.C. 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 Hamilton Evans James serves?

The firm provides services to pooled investment vehicles and sovereign wealth funds and foreign official institutions. The largest group of clients of Hamilton Evans James is pooled investment vehicles with 59 clients and $27.55 billion of assets under management. Among the 6 most similar advisory firms, Blackstone Tactical Opportunities Advisors L.L.C has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $27.57 billion for 60 clients. 18% of the firm’s clients are foreign persons or businesses.

Blackstone Tactical Opportunities Advisors L.L.C also advises several private funds. Namely, fifty eight hedge funds. The minimum investment commitment required of non-related persons ranges from $66,215 to $500,000,000.

Careers at Blackstone Tactical Opportunities Advisors L.L.C.

The company employs 90 people that are either part- or full-time employees. 74 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.

Hamilton Evans James has been acting as President since 1 Dec 2011. Omar R Rehman joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Blackstone Intermediary Holdco L.L.C.	Sole member	1 Dec 2011	75% - 100%	45-2537313
David Scott Blitzer	Senior managing director	1 Dec 2011	Other	2171987
Christopher Jamal James	Senior managing director	1 Dec 2011	Other	5392596
Stephen Allen Schwarzman	Chairman & ceo	1 Dec 2011	Other	861435
Hamilton Evans James	President	1 Dec 2011	Other	821911
Joshua Benjamin Rovine	Chief compliance officer	1 Dec 2011	Other	4641279
Laurence Anthony Tosi	Chief financial officer of the blackstone group l.p.	1 Dec 2011	Other	4876604
John Gary Finley	Chief legal officer	1 Dec 2011	Other	5837491
Christopher Striano	Chief financial officer	1 Jan 2013	Other	6319049
Christopher Michael Striano	Chief financial officer	1 Jan 2013	Other	6319049
John Gary Finley	Chief legal officer / chief compliance officer	1 Jan 2013	Other	5837491
Omar R Rehman	Chief compliance officer	1 May 2013	Other	5111738
Omar Raoul Rehman	Chief compliance officer	1 May 2013	Other	5111738
John Gary Finley	Chief legal officer	1 May 2013	Other	5837491

Indirect Owners

The SEC currently registers 10 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Blackstone Group Holdings L.P.	Limited partner	1 Jul 2011	75% - 100%	13-3492074
Blackstone Holdings I / Ii Gp Inc.	General partner	1 Dec 2011	Other	26-0238303
The Blackstone Group L.P.	Shareholder	1 Dec 2011	75% - 100%	20-8875684
Blackstone Advisory Partners L.P.	Sole member	1 Dec 2011	75% - 100%	17917
Blackstone Holdings I L.P.	Limited partner	1 Dec 2011	75% - 100%	26-0288589
Blackstone Holdings I / Ii Gp Llc	General partner	1 Dec 2011	Other	26-0238303
The Blackstone Group Inc.	Sole member	1 Dec 2011	75% - 100%	20-8875684
Blackstone Group Holdings L.P.	Limited partner	1 Dec 2011	75% - 100%	13-3492074
Blackstone Advisory Services L.L.C.	General partner	1 Dec 2011	Other	26-1124704
Blackstone Group Holdings L.L.C.	General partner	1 Dec 2011	Other	13-3901804

Based in New York

The principal office where Blackstone Tactical Opportunities Advisors L.L.C. performs its advisory services is located at 345 Park Avenue, New York, NY 10154, which is also the mailing address of the firm. An additional office of the firm is in Santa Monica, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-583-5000 or by fax 212-583-5749. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at blackstone.com.