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BlackRock Financial Management Inc
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CRD # | 107105 |
SEC # | 801-48433 |
CIK # | 0000936516, 0001086363, 0001364742, 0001305227, 0001426459, 0000917129, 0002012383, 0001322981, 0001003283 |
AUM | $1,288.5 BB (2024-08-26) |
Employees | 6,407 (16% Investors, 12% Brokers) |
Phone | 212-810-5300 |
Address | 50 Hudson Yards New York, NY 10001 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($BB) |
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CIK | Period |
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0000936516 0001086363 0001364742 0001305227 0001426459 0000917129 0002012383 0001322981 0001003283 | |
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Sector | Form 13F Holdings | Cap ($TT) | Value ($TT) |
---|---|---|---|
Microsoft Corp | 1.9 | 0.2 | |
Nvidia Corp | 0.4 | 0.2 | |
Apple Inc | 2.4 | 0.2 | |
Amazon Com Inc | 1.1 | 0.1 | |
Facebook Inc | 0.4 | 0.1 | |
Alphabet Inc | 1.5 | 0.1 | |
Alphabet Inc | 1.5 | 0.1 | |
Lilly Eli & Co | 0.3 | 0.1 | |
Broadcom Inc | 0.2 | 0.1 | |
J P Morgan Chase & Co | 0.3 | 0.0 | |
Tesla Motors Inc | 0.7 | 0.0 | |
UnitedHealth Group Inc | 0.5 | 0.0 | |
Exxon Mobil Corp | 0.4 | 0.0 | |
VISA Inc | 0.4 | 0.0 | |
Mastercard Inc | 0.3 | 0.0 | |
Johnson & Johnson | 0.5 | 0.0 | |
Costco Wholesale Corp /NEW | 0.2 | 0.0 | |
Procter & Gamble Co | 0.3 | 0.0 | |
Merck & Co Inc | 0.2 | 0.0 | |
Home Depot Inc | 0.3 | 0.0 | |
AbbVie Inc | 0.3 | 0.0 | |
Adobe Systems Inc | 0.2 | 0.0 | |
Netflix Inc | 0.1 | 0.0 | |
Advanced Micro Devices Inc | 0.1 | 0.0 | |
Wal Mart Stores Inc | 0.3 | 0.0 | |
Chevron Corp | 0.3 | 0.0 | |
Coca Cola Co | 0.3 | 0.0 | |
Salesforce Com Inc | 0.2 | 0.0 | |
Prev | Page 1 | Next |
Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
HF | BlackRock STA Portable Alpha Fund Ltd-Agg | 2024-08-26 | 35.9 | |
HF | Global Alternatives Program II LP - Aggregate | 2024-08-26 | 62.0 | |
HF | VRS BLK Global Dynamic Allocation Strategy Fund LLC | 2024-05-21 | 744.7 | |
HF | BlackRock USD Institutional Digital Liquidity Fund Ltd | 2024-05-02 | 293.5 | |
PE | BIS NYC Infrastructure Emerging Manager Opportunities Fund II LP | 2024-03-28 | 0.0 | |
PE | BIS Z Infrastructure Opportunities Fund LP | 2024-03-28 | 192.2 | |
PE | BlackRock Evergreen Infra Partners Feeder C SCSP SICAV-RAIF - USD Hedged | 2024-03-28 | 0.0 | |
PE | BlackRock Evergreen Infra Partners Feeder C SCSP SICAV-RAIF - USD Unhedge | 2024-03-28 | 27.0 | |
PE | BlackRock Evergreen Infrastructure Partners Aggregator A LP | 2024-03-28 | 0.0 | |
PE | BlackRock Evergreen Infrastructure Partners Aggregator B LP | 2024-03-28 | 0.0 | |
View All |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 11 | 0.0 |
(b) Individuals (high net worth individuals) | 77 | 6.0 |
(c) Banking or thrift institutions | 5 | 0.9 |
(d) Investment companies | 21 | 17.8 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 362 | 365.0 |
(g) Pension and profit sharing plans | 163 | 140.7 |
(h) Charitable organizations | 51 | 19.6 |
(i) State or municipal government entities | 60 | 133.6 |
(j) Other investment advisers | 8 | 15.9 |
(k) Insurance companies | 318 | 422.2 |
(l) Sovereign wealth funds and foreign official institutions | 42 | 76.6 |
(m) Corporations or other businesses not listed above | 184 | 90.3 |
(n) Other | 0 | 0.0 |
Total | 2,184 | 1,288.5 |
By Discretionary | ||
Discretionary | 2,133 | 1,285.4 |
Non-Discretionary | 51 | 3.1 |
Total | 2,184 | 1,288.5 |
By Non-United States Persons | ||
Non-United States Persons | 507.4 | |
United States Persons | 781.1 | |
Total | 2,184 | 1,288.5 |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
---|---|---|---|---|
Jennifer Collins | 220 | |||
Darren Stainrod | 135 | |||
Robert Meschi | 121 | |||
Warren Keens | 123 | |||
Linburgh Martin | 200 | |||
Karla Bodden | 182 | |||
Ian Pilgrim | 139 | |||
Dennis Hunter | 131 | |||
John Sutlic | 58 | |||
Carol Reynolds | 62 | |||
View All |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001003283] | |
13F-NT | [0001003283] | |
13F-NT | [0001086363] | |
3 | [0001086363] | |
4 | [0001086363] | |
5 | [0001086363] | |
13F-HR | [0001305227] | |
13F-NT | [0001305227] | |
3 | [0001305227] | |
4 | [0001305227] | |
10-K | [0001364742] | |
10-Q | [0001364742] | |
13F-HR | [0001364742] | |
3 | [0001364742] | |
4 | [0001364742] | |
5 | [0001364742] | |
8-K | [0001364742] | |
SC 13D | [0001364742] | |
SC 13G | [0001364742] | |
13F-NT | [0001426459] | |
3 | [0001426459] | |
4 | [0002012383] | |
SC 13G | [0002012383] |
Related Firms | State | AUM ($BB) |
---|---|---|
BlackRock Fund Advisors
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|
CA | 3,047.3 |
BlackRock Financial Management Inc
✚
|
NY | 1,288.5 |
BlackRock Advisors LLC
✚
|
NY | 869.7 |
BlackRock Investment Management LLC
✚
|
NJ | 458.2 |
BlackRock Capital Management Inc
✚
|
DE | 110.9 |
BlackRock Asset Management North Asia Limited
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|
96.9 | |
BlackRock Capital Investment Advisors LLC
✚
|
DE | 50.7 |
BlackRock Singapore Limited
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|
50.7 | |
BlackRock International Limited
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|
48.1 | |
BlackRock Alternatives Management LLC
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|
NY | 14.6 |
BlackRock Realty Advisors Inc
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|
NY | 2.1 |
BlackRock Asset Management Schweiz AG
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|
1.3 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Invesco Advisers Inc
✚
|
GA | 746.3 |
MetLife Investment Management LLC
✚
|
NJ | 499.5 |
UBS Asset Management Americas LLC
✚
|
NY | 477.9 |
JP Morgan Private Investments Inc
✚
|
NY | 292.9 |
FIAM LLC
✚
|
RI | 219.2 |
Guggenheim Partners Investment Management LLC
✚
|
CA | 208.8 |
DWS Investment Management Americas Inc
✚
|
NY | 173.0 |
Oaktree Capital Management LP
✚
|
CA | 161.5 |
Brown Advisory LLC
✚
|
MD | 108.3 |
Principal Real Estate Investors LLC
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|
IA | 93.9 |