Investment adviser · CRD 107105

BLACKROCK FINANCIAL MANAGEMENT, INC

NEW YORK, NY, United States · Form ADV filed Mar 30, 2022

Regulatory AUM
$1.32T
Form ADV · Item 5.F
Client accounts
2,026
Accounts, not individual clients
Employees
6,043
Reported in this filing
Advisory professionals
988
Investment advisory functions

How this adviser has changed

Annual filings

Regulatory assets under management

Reported regulatory AUM by annual filing$0$659B$1.32TFY 2021: $1,318,243,655,697.00FY 2021

Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.

Annual adviser history and sources
Fiscal yearRegulatory AUMEmployeesFiled
2021$1,318,243,655,6976,043Mar 30, 2022

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles355$437,311,316,32733.2%
Insurance companies277$329,889,213,04525.0%
Government entities67$185,972,794,96414.1%
Retirement plans153$123,273,928,6629.4%
Corporations & businesses169$99,960,498,9967.6%
Sovereign wealth & foreign institutions37$89,025,289,8746.8%
Investment companies27$26,998,169,9072.0%
Charities45$17,437,397,3441.3%
High-net-worth individuals89$6,723,701,2430.5%
Banks & thriftsFewer than 5$949,167,0020.1%
Other investment advisersFewer than 5$701,794,5740.1%
Individuals6$383,7590.0%
Filing source

Form ADV 1612036 · Mar 30, 2022 · Item 5.D

Reported by BLACKROCK FINANCIAL MANAGEMENT, INC (CRD 107105).

Annual Updating Amendment for Registered Adviser · fiscal year 2021.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Private funds & service providers

1 selected fund records

Largest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.

View all funds in this filing

AIC INVESTMENT HOLDINGS LLC - SERIES IOther Private Fund$36KGross asset value
Search Form D filings →
Custodian BANK OF NEW YORK MELLON, N.A. BOSTON, Massachusetts, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-4145906930
Reported beneficial owners
6
Minimum commitment
$0

Form ADV 1612036 · Mar 30, 2022 · Schedule D 7.B.(1)

Reported by BLACKROCK FINANCIAL MANAGEMENT, INC (CRD 107105).

Annual Updating Amendment for Registered Adviser · fiscal year 2021.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Services & filing details

Showing values from the selected filing. Latest observed filing does not establish current registration status.

What changed?

Since Feb 4, 2022 · previous imported filing

  • Regulatory AUM$1,145,405,781,401 → $1,318,243,655,697
  • Client accounts1,970 → 2,026
  • Employees5,644 → 6,043
Filing source

Form ADV 1612036 · Mar 30, 2022 · Items 1 & 5

Reported by BLACKROCK FINANCIAL MANAGEMENT, INC (CRD 107105).

Annual Updating Amendment for Registered Adviser · fiscal year 2021.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Management of assets

Discretionary
$1.32T
Non-discretionary
$2.95B

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

55 EAST 52ND STREET
NEW YORK, NY, 10055, United States

CRD 107105

Filing source

Form ADV 1612036 · Mar 30, 2022 · Items 1 & 5

Reported by BLACKROCK FINANCIAL MANAGEMENT, INC (CRD 107105).

Annual Updating Amendment for Registered Adviser · fiscal year 2021.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.