BlackRock Financial Management Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
BlackRock Financial Management Inc
CRD #107105
SEC #801-48433
CIK #0000936516, 0001086363, 0001364742, 0001305227, 0001426459, 0000917129, 0002012383, 0001322981, 0001003283
AUM $1,288.5 BB (2024-08-26)
Employees 6,407 (16% Investors, 12% Brokers)
Phone212-810-5300
Address50 Hudson Yards
New York, NY 10001
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($BB)
1400112084056028002001200920172025
CIK Period
0000936516 0001086363 0001364742 0001305227 0001426459 0000917129 0002012383 0001322981 0001003283
/
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]
Form 13D/13G Filer Form 13D/13G Subject Filed
BlackRock Inc iShares Inc [2024-10-07]
BlackRock Inc iShares Trust [2024-10-07]
BlackRock Inc Global Business Travel Group Inc [2024-10-07]
BlackRock Inc iShares Trust [2024-10-07]
BlackRock Inc Ferguson Enterprises Inc /DE/ [2024-10-07]
BlackRock Inc iShares Trust [2024-10-07]
BlackRock Inc iShares Inc [2024-10-07]
BlackRock Inc Innovex International Inc [2024-10-07]
BlackRock Inc Centerra Gold Inc [2024-09-10]
BlackRock Inc iShares Trust [2024-09-10]
View All
Form 3/4/5 Subject 2011 - 2024
BlackRock, Inc.
Peck Kristin C
Robbins Charles
Johnson Margaret L
Nixon Gordon M.
Vestberg Hans Erik
Nasser Amin H.
Freda Fabrizio
Ford William E
Slim Domit Marco Antonio
View All
Related Firms State AUM ($BB)
BlackRock Fund Advisors
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
96.9
BlackRock Capital Investment Advisors LLC
DE 50.7
BlackRock Singapore Limited
50.7
BlackRock International Limited
48.1
BlackRock Alternatives Management LLC
NY 14.6
BlackRock Realty Advisors Inc
NY 2.1
BlackRock Asset Management Schweiz AG
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
IA 93.9
Terms | Privacy | Guide
tony@aum13f.com