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 manager and capital allocator serving both individual/family and institutional clients. The firm has been SEC-registered since 1999 and appears to run a range of advisory businesses—portfolio management for individuals and institutions, management of pooled investment vehicles, selection of sub-advisers, and commodity pool/CTA activities. It is organized as an LLC and is classified across multiple fund roles (private equity, hedge, securitized-asset and other fund provider). The firm reports using a mix of fee models, including percentage-of-AUM, fixed fees and performance-based fees, and identifies itself as an active ESG investor. Business relationships and industry roles extend beyond traditional advisory activity: filings list affiliations or activities consistent with broker-dealer relationships, registered municipal advising, banking/thrift and trust company functions, insurance company work, pension consulting, real estate broking, and sponsoring or acting as general partner/managing member of pooled investment vehicles.
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 11
Laurence Fink
Chairman and Chief Executive OfficerCRD 830137

Alexa Moses
Chief Financial OfficerCRD 7169288

Robert Stanley
Chief Operating OfficerCRD 1981848
Contacts
3 of 671
Richard 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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