BLACKROCK FUND ADVISORS

RIASEC RegisteredEst. 1984
Total AUM
$4.3T
Discretionary
$4.3T
100% of AUM
Avg account
$7.7B
Accounts
556
Employees
128
Advisory reps
12

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
105247
Registered since
November 15, 1984
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM
Client types
  • Investment Companies99.89%
  • Pooled Investment Vehicles0.08%
  • State / Municipal Government0.03%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Blackrock Fund Advisors is a corporation that functions as a capital allocator to institutional clients. The firm provides portfolio management for investment companies, pooled investment vehicles and for businesses or institutional investors. It operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and reports active engagement with environmental, social and governance (ESG) considerations across its activities. Blackrock Fund Advisors charges fees based on a percentage of assets under management. The firm maintains relationships and roles across a broad set of financial intermediaries and service providers, including broker-dealers, other investment advisers, registered municipal advisors, banking and trust institutions, insurance companies and sponsors or general partners of pooled investment vehicles. Those affiliations reflect its multi-product business lines and its use of pooled vehicles and third-party managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 62%, Private Funds 38%62%
  • Public Funds/Mutual Funds62%
  • Private Funds38%

Owners & executives

3 of 3
  • MARTIN SMALL

    Chief Financial OfficerCRD 6530364

  • ROBERT GOLDSTEIN

    Senior Managing Director and Chief Operating OfficerCRD 2253416

  • CHARLES PARK

    Chief Compliance OfficerCRD 2704483

Contacts

3 of 9
  • BRIAN TOWNS

    DirectorCRD 2864287

  • ARIN HORESH

    VP Market LeaderCRD 5012224

  • GREG ADAMS

    DirectorCRD 4178632

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
400 Howard St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth