BLACKROCK INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- PRINCETON, New Jersey
- CRD number
- 108928
- Registered since
- November 9, 1999
- Website
- www.blackrock.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds31%
- Exchange Traded Equities22%
- Investment Grade Corp Bonds17%
- US Government Bonds15%
- Public Funds/Mutual Funds5%
Owners & executives
3 of 10Laurence Fink
Chairman and Chief Executive OfficerCRD 830137
ROBERT STANLEY
Chief Operating OfficerCRD 1981848
Christopher Meade
Chief Legal OfficerCRD 6728448
Contacts
3 of 669RICHARD KOZLOWSKI
Registered RepresentativeCRD 2518027
Ricardo Ruiz
Vice PresidentCRD 5288814
MICHAEL WENZEL
Portfolio ManagerCRD 1867473
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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