July 2025 Product Update

July Product Update

We shipped several powerful new features in July, including AI-powered manager tags, service provider data, and additional allocator profiles. As always, we added lots of additional data to OWL, including 341 new managers and more than 180,000 new people profiles.

AI-Powered Manager Tags

We launched detailed manager tags in July, powered by large language models and OWL’s unique data. Users can now filter managers by 81 tags spanning asset class, geography, sector, market cap, and sub-strategy - making manager search on OWL more precise and more powerful than ever. Some examples of what you can now search for:

1. Small/mid-market buyout managers in Europe with over $200 million AUM
2. U.S.-based long/short equity managers with low turnover, concentrated portfolios, and high alpha on long positions
3. Early-stage VCs in San Francisco with no disciplinary disclosures filed with the SEC
4. Global small- and mid-cap public equity managers with high estimated returns and AUM under $2 billion that offer Separately Managed Accounts
5. Crypto-focused managers across asset classes and geographies
6. Infrastructure managers, filterable by specific cities and countries
7. And much more!

Tags appear on every manager profile and are fully integrated into OWL’s map search for location-specific targeting.

This launch is one of several AI-powered projects in the works at OWL. We combined the capabilities of large language models with OWL’s proprietary data to generate and apply over 35,000 tags in an automated, scalable way.

As always, what’s on OWL today is just the starting point. These tags will improve over time as our data, models, and feedback loops improve.

Service Provider Data

We also launched service provider data for every manager in OWL. This includes both current and historical relationships with administrators, custodians, auditors, prime brokers, and third-party marketers, representing more than 173,000 service provider records.

Users can find this new information by clicking “Service Providers” on the main manager card or via the dedicated view in the left-hand menu.

This unlocks two key capabilities for allocators:

1. Track changes in service providers over time. For operational and investment due diligence, users can now see whether a manager has changed auditors, custodians, or other key partners. Soon, changes like these will also be included in OWL’s email alerts.
2. View service provider exposure across a portfolio. In My Portfolios under the “Managers” view, there’s now an option to view all service providers used by any custom group of managers. If this feature had existed in early 2023, users could have identified exposure to Silicon Valley Bank across their manager portfolios with a single click.

Users can also filter our manager universe by service provider, offering a new way for industry professionals to see a firm’s client base and monitor shifts in the competitive landscape.

Scaling OWL’s Allocator Data

One of OWL’s most unique and popular data sets is our allocator holdings data. We currently have ~2,000 profiles of leading allocators in OWL, including any manager investments these allocators disclose. There are hundreds of different sources where this data is available, and it is often hard to find, unstructured, and messy. We’ve spent years building the highest quality dataset for large endowments and foundations, allowing our users to track their peers, as well as source and monitor managers.

In July, we completed a major behind-the-scenes data automation project that will allow us to scale this dataset massively, with thousands of additional allocator profiles coming in the next few months. In addition to more data, OWL will include search and monitoring capabilities for allocators, including custom portfolio monitoring, advanced search, email alerts, map search, and more.

Data Coverage

Recent major additions to our data include:

• 341 new managers, bringing the total to 14,239 (up from ~10,000 in June 2024)
• 100,000+ new people profiles, bringing our total to nearly 1.3 million

New managers came from recent ADV filings as well as entities identified through employee moves and allocator holdings.

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