BLACKROCK INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 1999
Total AUM
$677B
Discretionary
$497B
73% of AUM
Avg account
$12.5M
Accounts
53,959
Employees
1,589
Advisory reps
679

Firm details

Headquarters
PRINCETON, New Jersey
CRD number
108928
Registered since
November 9, 1999
Custodians
CITI PRIVATE BANK, BANK OF AMERICA
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Investment Companies35.24%
  • Other Investment Advisers26.74%
  • Pooled Investment Vehicles12.05%
  • HNWI8.25%
  • Banking / Thrift Institutions7.48%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

BlackRock Investment Management, LLC operates as a multifaceted asset manager and allocator across pooled vehicles, separate accounts and advisory mandates. Organized as a limited liability company and SEC-registered since 1999, the firm runs product suites that include private equity, hedge funds, securitized-asset strategies and other fund offerings. It serves both individual/family clients and institutional investors, provides portfolio management for individuals, businesses and investment companies, and also acts as a selector of third‑party advisers. The firm reports CPO/CTA activities and lists a broad set of industry affiliations — including broker‑dealer, registered municipal advisor, trust company, banking institution, insurance company and sponsor/GP roles for pooled vehicles. BlackRock uses a mix of fee arrangements (percentage of AUM, fixed fees and performance fees) and identifies itself as an active ESG investor. Its stated preference leans toward fixed‑income exposures within managed accounts, while also operating as a capital allocator into alternative strategies and private funds.

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: State & Local Bonds 31%, Exchange Traded Equities 22%, Investment Grade Corp Bonds 17%, US Government Bonds 15%, Public Funds/Mutual Funds 5%, Other 5%, Cash & Cash Equivalents 3%, Non-Investment Grade Corp Bonds 1%31%
  • State & Local Bonds31%
  • Exchange Traded Equities22%
  • Investment Grade Corp Bonds17%
  • US Government Bonds15%
  • Public Funds/Mutual Funds5%

Owners & executives

3 of 10
  • Laurence Fink

    Chairman and Chief Executive OfficerCRD 830137

  • ROBERT STANLEY

    Chief Operating OfficerCRD 1981848

  • Christopher Meade

    Chief Legal OfficerCRD 6728448

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Contacts

3 of 669
  • RICHARD KOZLOWSKI

    Registered RepresentativeCRD 2518027

  • Ricardo Ruiz

    Vice PresidentCRD 5288814

  • MICHAEL WENZEL

    Portfolio ManagerCRD 1867473

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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

PRINCETON, NJ

MERCER

Location

PRINCETON, NJ

Headquartered in PRINCETON, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
MERCER
Address
1 University Square Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth