BLACKROCK FINANCIAL MANAGEMENT, INC: Investment Adviser Form ADV Filing

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	$421,432,999,707	31.7%
Pooled investment vehicles	377	$391,245,892,578	29.5%
Government entities	56	$153,218,254,929	11.5%
Retirement plans	162	$150,427,009,063	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 2063668 · Mar 2, 2026 · Item 5.D

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

Other-Than Anual Amendment For Registered Adviser.

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

PEACH ROAD FUND, LTD.Hedge Fund$49.4MGross asset value

Form D fundraising filings

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

Peach Road Fund, Ltd.

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 BNY MELLON FUND SERVICES (IRELAND) DUBLIN, Ireland Related to adviser: No 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: 805-1742572548
Reported beneficial owners: 1
Minimum commitment: $40M
Form D file number: 021-272415

Form ADV 2063668 · Mar 2, 2026 · Schedule D 7.B.(1)

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

Other-Than Anual Amendment For Registered Adviser.

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 27, 2026 · previous imported filing

No comparable changes in the displayed metrics.

Filing source

Form ADV 2063668 · Mar 2, 2026 · Items 1 & 5

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

Other-Than Anual Amendment For Registered Adviser.

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 2063668 · Mar 2, 2026 · Items 1 & 5

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

Other-Than Anual Amendment For Registered Adviser.

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.