Overview
- TickerBGB on NYSE2
- HeadquartersNew York, United States2
- Business address345 Park Avenue, 31St Floor, New York, Ny 101543
- Legal formFund2
- Kind of organizationFund2
- LEI549300YESIF051NRED202
- StatusActive2
- LEI statusIssued and current2
- Registered addressC/O THE CORPORATION TRUST COMPANY, 19801 Wilmington, United States2
- Registered withSecurities and Exchange Commission, 00015464292
Corporate structure
Blackstone Strategic Credit 2027 Term Fund sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.
Major holders of Blackstone Strategic Credit 2027 Term Fund
- Coastal Bridge Advisors, LLC Filed SCHEDULE 13G on Blackstone Strategic Credit 2027 Term Fund, latest Oct 9, 2026
- Morgan Stanley Filed SCHEDULE 13G on Blackstone Strategic Credit 2027 Term Fund, latest Aug 13, 2026 (3 filings since Feb 12, 2024)
- SIT INVESTMENT ASSOCIATES INC Filed SCHEDULE 13G on Blackstone Strategic Credit 2027 Term Fund, latest Apr 6, 2026
- Bank of America Filed SCHEDULE 13G/A on Blackstone Strategic Credit 2027 Term Fund, latest Feb 12, 2026 (2 filings since Feb 14, 2025)
- Sun Life Assurance Co of Canada Filed SC 13G/A on Blackstone Strategic Credit 2027 Term Fund, latest Feb 13, 2024 (2 filings since Feb 14, 2022)
- Sun Life Financial Filed SC 13G/A on Blackstone Strategic Credit 2027 Term Fund, latest Feb 13, 2024 (2 filings since Feb 14, 2022)
- MetLife Investment Management, LLC Filed SC 13G on Blackstone Strategic Credit 2027 Term Fund, latest Aug 10, 2023
- FIRST TRUST PORTFOLIOS LP Filed SC 13G/A on Blackstone Strategic Credit 2027 Term Fund, latest Feb 13, 2023 (2 filings since Jan 26, 2022)
- Saba Capital Management, L.P. Filed SC 13G/A on Blackstone Strategic Credit 2027 Term Fund, latest Feb 14, 2022
- Blackstone Strategic Credit 2027 Term Fund New York, New York, United States
Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.
Leadership
Who has led Blackstone Strategic Credit 2027 Term Fund, and when. Pick a name to see everywhere that person has worked.
Chief executive
President
Chief financial officer
- Chief executive officerDaniel Harlan Smith Jr. Sep 25, 2012 to Dec 24, 20144
- PresidentDaniel Harlan Smith Jr. Sep 25, 2012 to Dec 24, 20144
- Chief financial officerGregory Roppa Mar 11, 2022 to Mar 11, 20225
- Chief financial officerRobert W. Busch Mar 22, 2019 to Mar 22, 20196
- Chief financial officerDohyun (doris) Lee-Silvestri Mar 16, 2016 to Mar 16, 20167
- Chief financial officerEric Rosenberg Sep 25, 2012 to Sep 25, 20128
Board members and other officers (13)
- SecretaryPatricia Anne Leeson Jun 1, 2026 to now9
- OfficerDaniel Leiter Nov 22, 2024 to Nov 22, 202410
- OfficerKevin David Michel Nov 22, 2024 to Nov 22, 202411
- Chief Compliance OfficerWilliam J. Renahan Sep 13, 2022 to Sep 13, 202212
- Public Relations OfficerValerie Naratil Mar 1, 2021 to Sep 29, 202313
- Public Relations OfficerJane Lee Sep 25, 2012 to Sep 18, 201314
- Exec. VP, Assistant SecretaryLee Michael Shaiman Sep 25, 2012 to Oct 21, 201415
- Chief Compliance OfficerMarisa Janel Beeney Sep 25, 2012 to Sep 25, 201216
- Board memberDaniel Leiter Nov 22, 2024 to Nov 22, 202410
- Board memberJane Siebels Nov 29, 2021 to Nov 29, 202117
- Board memberDaniel Harlan Smith Jr. Sep 25, 2012 to Dec 24, 20144
- Board memberGary S. Schpero Sep 25, 2012 to Dec 28, 201218
- General counselMarisa Janel Beeney Jan 12, 2016 to Jan 12, 201619
Former names
Timeline
Filings
87 filings to the SEC since October 2021: 14 insider forms, 15 large holders, 58 other. The latest 20:
- Oct 9, 2026SCHEDULE 13G EDGAR
- Sep 22, 202640-17G EDGAR
- Sep 4, 2026N-CSRS EDGAR
- Aug 27, 2026NPORT-P EDGAR
- Aug 13, 2026SCHEDULE 13G EDGAR
- Jul 31, 2026N-PX EDGAR
- Jun 1, 20263 EDGAR
- May 29, 2026NPORT-P EDGAR
- Apr 24, 202640-17G EDGAR
- Apr 6, 2026SCHEDULE 13G EDGAR
- Mar 13, 2026N-CEN EDGAR
- Mar 6, 2026N-CSR EDGAR
- Feb 27, 2026DEF 14A EDGAR
- Feb 24, 2026NPORT-P EDGAR
- Feb 12, 2026SCHEDULE 13G/A EDGAR
- Nov 26, 2025NPORT-P EDGAR
- Sep 4, 2025IRANNOTICE EDGAR
- Sep 4, 2025N-CSRS EDGAR
- Aug 26, 2025NPORT-P EDGAR
- Aug 14, 2025N-PX EDGAR
The 87 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
5 open-market trades by officers, directors and large owners since October 2021: 5 buys and 0 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Oct 31, 2023 | McKemie Gordon | Buy | 4,760 | $10.64 | $50.6K | Form 4 |
| Sep 28, 2023 | Naratil ValeriePublic Relations Officer | Buy | 120 | $10.99 | $1.3K | Form 4 |
| Jun 26, 2023 | McKemie Gordon | Buy | 11,500 | $10.70 | $123.0K | Form 4 |
| Jun 22, 2023 | McKemie Gordon | Buy | 18,000 | $10.62 | $191.2K | Form 4 |
| Jul 6, 2022 | Naratil ValeriePublic Relations Officer | Buy | 50 | $11.11 | $556 | Form 4 |
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- Coastal Bridge Advisors, LLCSCHEDULE 13G, 1 filing Oct 9, 202620
- Morgan StanleySCHEDULE 13G, 3 filings Feb 12, 2024 to Aug 13, 202621
- SIT INVESTMENT ASSOCIATES INCSCHEDULE 13G, 1 filing Apr 6, 202622
- Bank of AmericaSCHEDULE 13G/A, 2 filings Feb 14, 2025 to Feb 12, 202623
- Sun Life Assurance Co of CanadaSC 13G/A, 2 filings Feb 14, 2022 to Feb 13, 202424
- Sun Life FinancialSC 13G/A, 2 filings Feb 14, 2022 to Feb 13, 202425
- MetLife Investment Management, LLCSC 13G, 1 filing Aug 10, 202326
- FIRST TRUST PORTFOLIOS LPSC 13G/A, 2 filings Jan 26, 2022 to Feb 13, 202327
- Saba Capital Management, L.P.SC 13G/A, 1 filing Feb 14, 202228
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 85. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| Morgan Stanley | 2,536,491 | $28.7M | 0.0% | +312,287 |
| Coastal Bridge Advisors, LLC | 2,259,024 | $25.5M | 1.6% | −192,476 |
| Wells Fargo & Company/mn | 1,760,729 | $19.9M | 0.0% | −106,794 |
| Bank Of America Corp /de/ | 1,657,405 | $18.7M | 0.0% | −316,506 |
| Raymond James Financial Inc | 1,144,384 | $12.9M | 0.0% | −14,416 |
| Atlas Wealth LLC | 939,961 | $10.6M | 1.5% | New |
| HighTower Advisors, LLC | 934,510 | $10.6M | 0.0% | +23,472 |
| Cresset Asset Management, LLC | 722,558 | $8.2M | 0.0% | +44,376 |
| Advisors Asset Management, Inc. | 591,684 | $6.7M | 0.1% | −248,345 |
| Integrated Wealth Concepts LLC | 529,787 | $6.0M | 0.0% | +241,779 |
| UBS Group AG | 502,174 | $5.7M | 0.0% | +9,219 |
| Loomis Sayles & Co L P | 497,855 | $5.6M | 0.0% | +68,337 |
| Transcend Capital Advisors, LLC | 438,553 | $5.0M | 0.3% | −1,944 |
| LPL Financial LLC | 417,101 | $4.7M | 0.0% | +40,951 |
| Pathstone Holdings, LLC | 331,531 | $3.7M | 0.0% | +1,861 |
| Logan Stone Capital, LLC | 323,899 | $3.7M | 0.8% | +2,697 |
| Guggenheim Capital LLC | 278,123 | $3.1M | 0.0% | No change |
| Robbins Farley | 241,957 | $2.7M | 1.0% | +28,279 |
| Vestmark Advisory Solutions, Inc. | 234,528 | $2.7M | 0.0% | −28,256 |
| Elevation Point Wealth Partners, LLC | 234,122 | $2.6M | 0.0% | −28,498 |
| Invesco Ltd. | 189,997 | $2.1M | 0.0% | −60,941 |
| Merit Financial Group, LLC | 161,119 | $1.8M | 0.0% | −9,249 |
| Capital Investment Advisors, LLC | 153,574 | $1.7M | 0.0% | −3,789 |
| Almitas Capital LLC | 144,834 | $1.6M | 0.4% | No change |
| Envestnet Asset Management Inc | 142,157 | $1.6M | 0.0% | New |
13F reports cover disclosed long positions in U.S. stocks only.
SEC filer profile
How Blackstone Strategic Credit 2027 Term Fund is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.
- Name on EDGARBlackstone Strategic Credit 2027 Term Fund1
- CIK0001546429
- Employer ID (EIN)90-08245121
- Fiscal year endsDecember 311
- Business address345 Park Avenue, 31St Floor, New York, NY 101541
- Phone212-503-21001
- On EDGAR sinceApr 6, 20121
- Filings276 in all: 3 (29), NPORT-P (28), 4 (26), SC 13G/A (24), 40-17G (16), DEF 14A (14), N-CSR (14), N-CSRS (14)1
All 35 form types
N-PX (14), N-Q (13), SC 13G (11), 40-APP/A (8), N-CEN (8), 5 (6), CORRESP (6), IRANNOTICE (6), N-2/A (6), NSAR-B (6), NSAR-A (5), 40-APP (4), SCHEDULE 13G (4), 4/A (1), 497 (1), 8-A12B (1), CERTNYS (1), DEFA14A (1), EFFECT (1), N-2 (1), N-23C-2 (1), N-2MEF (1), N-8A (1), N-CSRS/A (1), NPORT-EX (1), SCHEDULE 13G/A (1), UPLOAD (1)
- Latest filingsProxy statement (DEF 14A) Feb 27, 2026
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1
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- 9SEC EDGARPatricia Anne Leeson, Secretary
- 10SEC EDGARDaniel Leiter, Officer
- 11SEC EDGARKevin David Michel, Officer
- 12
- 13
- 14SEC EDGARJane Lee, Public Relations Officer
- 15
- 16
- 17SEC EDGARJane Siebels, Board member
- 18SEC EDGARGary S. Schpero, Board member
- 19SEC EDGARMarisa Janel Beeney, General counsel
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- 24
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- 28