Investment adviser · CRD 107105

BLACKROCK FINANCIAL MANAGEMENT, INC

NEW YORK, NY, United States · Form ADV filed Mar 31, 2025

Regulatory AUM: $1.33T
Client accounts: 2,269
Employees: 7,410
Advisory professionals: 828

How this adviser has changed

Annual filings

Regulatory assets under management

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 year	Regulatory AUM	Employees	Filed
2021	$1,318,243,655,697	6,043	Mar 30, 2022
2022	$1,163,046,943,604	6,491	Mar 30, 2023
2023	$1,288,497,806,439	6,407	Mar 28, 2024
2024	$1,327,870,000,000	7,410	Mar 31, 2025

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Insurance companies	312	$421,433,000,000	31.7%
Pooled investment vehicles	377	$391,246,000,000	29.5%
Government entities	56	$153,218,000,000	11.5%
Retirement plans	162	$150,427,000,000	11.3%
Corporations & businesses	184	$82,311,226,748	6.2%
Sovereign wealth & foreign institutions	43	$72,516,801,148	5.5%
Charities	55	$20,933,943,704	1.6%
Investment companies	21	$17,188,174,218	1.3%
Other investment advisers	10	$11,501,018,776	0.9%
High-net-worth individuals	70	$6,083,927,843	0.5%
Banks & thrifts	5	$1,004,396,086	0.1%
Individuals	14	$5,105,454	0.0%

Filing source

Form ADV 1953690 · Mar 31, 2025 · Item 5.D

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

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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

367 detailed 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.

GLOBAL RENEWABLE POWER INFRASTRUCTURE FUND IV (A), L.P.Private Equity Fund$15MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Global Renewable Power Infrastructure Fund IV (A), L.P.

No provider names available in this fund's imported disclosure.

Provider details

Annual audit: No
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-6869085192
Reported beneficial owners: 1
Minimum commitment: $25M
Form D file number: 021-499022

Form ADV 1953690 · Mar 31, 2025 · Schedule D 7.B.(1)

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

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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.

CO-INVESTMENT FUND IV, L.P. - Z US TAXABLE SERIESHedge Fund$13.8MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

BlackRock Co-Investment Fund IV, L.P. - Z US Taxable Series

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor DELOITTE & TOUCHE LLP CHICAGO, Illinois, United States Other funds reporting this name →

Custodian BANK OF AMERICA WICHITA, Kansas, United States Related to adviser: No Other funds reporting this name →

Custodian CREDIT SUISSE GROUP AG NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Prime broker CREDIT SUISSE SECURITIES (USA) LLC NEW YORK, New York, United States Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

CREDIT SUISSE SECURITIES (USA) LLC
CRD 816 · SEC 8-422

Fund details & source

Fund ID: 805-7927161770
Reported beneficial owners: 5
Minimum commitment: $5M
Form D file number: 021-210939

Form ADV 1953690 · Mar 31, 2025 · Schedule D 7.B.(1)

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

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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.

Q-BLK APPRECIATION FUND, L.P.Hedge Fund$13.2MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Q-BLK APPRECIATION FUND LP

Fund administrator MUFG ALTERNATIVE FUND SERVICES (CAYMAN), LTD. GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor DELOITTE & TOUCHE GRAND CAYMAN, Cayman Islands Other funds reporting this name →

Custodian MUFG ALTERNATIVE FUND SERVICES (CAYMAN), LTD. GEORGETOWN, Cayman Islands Related to adviser: No Other funds reporting this name →

Marketer BLACKROCK INVESTMENTS, LLC NEW YORK, New York, United States Related to adviser: Yes Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE & TOUCHE
PCAOB 1096

BLACKROCK INVESTMENTS, LLC
CRD 38642 · SEC 8-48436

Fund details & source

Fund ID: 805-9675025051
Reported beneficial owners: 38
Minimum commitment: $2M
Form D file number: 021-74271

Form ADV 1953690 · Mar 31, 2025 · Schedule D 7.B.(1)

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

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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.

GPC-BR (COPLEY STUDENT LOANS), LPOther Private Fund$12.6MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

GPC-BR (Copley Student Loans), LP

Fund administrator JPMORGAN CHASE BANK, N.A. BROOKLYN, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor DELOITTE & TOUCHE LLP PHILADELPHIA, Pennsylvania, United States Other funds reporting this name →

Custodian BANK OF NEW YORK MELLON, N.A. NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source

Fund ID: 805-9612141588
Reported beneficial owners: 3
Minimum commitment: $0
Form D file number: 021-299407

Form ADV 1953690 · Mar 31, 2025 · Schedule D 7.B.(1)

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

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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.

1940 FUND, LTD.Hedge Fund$11.8MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

1940 Fund, Ltd.

Auditor DELOITTE & TOUCHE GRAND CAYMAN, Cayman Islands Other funds reporting this name →

Custodian MUFG ALTERNATIVE FUND SERVICES (CAYMAN), LTD. GEORGETOWN, Cayman Islands Related to adviser: No Other funds reporting this name →

Custodian THE BANK OF NEW YORK MELLON ORLANDO, Florida, United States Related to adviser: No Other funds reporting this name →

Marketer BLACKROCK INVESTMENTS, LLC NEW YORK, New York, United States Related to adviser: Yes Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE & TOUCHE
PCAOB 1096

BLACKROCK INVESTMENTS, LLC
CRD 38642 · SEC 8-48436

Fund details & source

Fund ID: 805-3378053493
Reported beneficial owners: 1
Minimum commitment: $200M
Form D file number: 021-228256

Form ADV 1953690 · Mar 31, 2025 · Schedule D 7.B.(1)

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

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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.

Q-BLK PRIVATE CAPITAL II PARALLEL, L.P. - DIVERSIFIED PORTFOLIOPrivate Equity Fund$11.6MGross asset value

Search Form D filings →

Fund administrator STATE STREET ALTERNATIVE INVESTMENT SOLUTIONS, PRIVATE EQUITY FUND SERVICES CLIFTON, New Jersey, United States Investor statements: No (provided to no investors) Related to adviser: No Other funds reporting this name →

Auditor DELOITTE & TOUCHE LLP PRINCETON, New Jersey, United States Other funds reporting this name →

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source

Fund ID: 805-2453119922
Reported beneficial owners: 11
Minimum commitment: $2M
Form D file number: 021-80183

Form ADV 1953690 · Mar 31, 2025 · Schedule D 7.B.(1)

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

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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.

SPECIAL CREDIT OPPORTUNITIES, L.P. - SERIES CHedge Fund$11.1MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Special Credit Opportunities - Series C

Fund administrator THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor DELOITTE & TOUCHE LLP PHILADELPHIA, Pennsylvania, United States Other funds reporting this name →

Custodian BANK OF NEW YORK MELLON, N.A. NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source

Fund ID: 805-5637955993
Reported beneficial owners: 755
Minimum commitment: $250K
Form D file number: 021-212624

Form ADV 1953690 · Mar 31, 2025 · Schedule D 7.B.(1)

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

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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

View a filing

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

What changed?

Since Feb 28, 2025 · previous imported filing

Regulatory AUM$1,288,500,000,000 → $1,327,870,000,000
Client accounts2,184 → 2,269
Employees6,407 → 7,410

Filing source

Form ADV 1953690 · Mar 31, 2025 · Items 1 & 5

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

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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: $1.33T
Non-discretionary: $2.37B

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

50 HUDSON YARDS
NEW YORK, NY, 10001, United States

CRD 107105

Filing source

Form ADV 1953690 · Mar 31, 2025 · Items 1 & 5

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

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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.