Blackstone Treasury Solutions Advisors L.L.C. (New York)


Blackstone Treasury Solutions Advisors L.L.C. is a large advisory firm based in New York. It manages $391.84 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2013.

Blackstone Treasury Solutions Advisors L.L.C provides portfolio management for pooled investment vehicles and selection of other advisers. 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 Treasury Solutions Advisors L.L.C: assets under management

The assets under management (AUM) of Blackstone Treasury Solutions Advisors L.L.C. is $391.84 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -76% since the beginning of its operation, and $117.83 million of the total AUM is attributable to clients outside of the United States.

The firm manages $391.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $43.54 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blackstone Treasury Solutions Advisors L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Hamilton Evans James serves?

The only and largest group of clients of Hamilton Evans James is pooled investment vehicles with 9 clients and $391.84 million of assets under management. Among the 9 most similar advisory firms, Blackstone Treasury Solutions Advisors L.L.C has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $391.84 million for 9 clients. 22% of the firm’s clients are foreign persons or businesses.

Blackstone Treasury Solutions Advisors L.L.C also advises several private funds. Namely, nine hedge funds.

Careers at Blackstone Treasury Solutions Advisors L.L.C.

The company employs 26 people that are either part- or full-time employees. 31 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 Mar 2013. Neil Douglas Schwartz joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Laurence Anthony Tosi Senior managing director 1 Mar 2013 Other 4876604
Blackstone Intermediary Holdco L.L.C. Sole member 1 Mar 2013 75% - 100% 45-2537313
Matthew B Skurbe Managing director 1 Mar 2013 Other 5199151
Kathleen Skero Chief financial officer 1 Mar 2013 Other 2809400
Matthew Bryant Skurbe Managing director 1 Mar 2013 Other 5199151
Hamilton Evans James President 1 Mar 2013 Other 821911
Stephen Allen Schwarzman Chairman and ceo 1 Mar 2013 Other 861435
John Gary Finley Chief legal officer 1 Mar 2013 Other 5837491
Jeffrey Carter Iverson Chief compliance officer 1 Nov 2013 Other 5950763
Neil Douglas Schwartz Chief compliance officer 1 Aug 2019 Other 5205788

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Blackstone Holdings I L.P. Limited partner 1 Jun 2007 75% - 100% 26-0288589
Blackstone Holdings I/Ii Gp Inc. General partner 1 Jun 2007 Other 26-0238303
The Blackstone Group L.P. Shareholder 1 Jun 2007 75% - 100% 20-8875684
Blackstone Holdings I/Ii Gp L.L.C. General partner 1 Jun 2007 Other 26-0238303
The Blackstone Group Inc. Sole member 1 Jun 2007 75% - 100% 20-8875684
Blackstone Advisory Partners L.P. Sole member 1 Jul 2011 75% - 100% 17917
Blackstone Group Holdings L.P. Limited partner 1 Jul 2011 75% - 100% 13-3492074
Blackstone Advisory Services L.L.C. General partner 1 Jul 2011 Other 26-1124704
Blackstone Holdings I L.P. Sole member 1 Jul 2011 75% - 100% 26-0288589
Blackstone Group Holdings L.L.C. General partner 1 Jul 2011 Other 13-3901804

Based in New York

The principal office where Blackstone Treasury Solutions 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. 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 646-455-4377. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at blackstone.com.