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
682

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

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Overview

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

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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 11
  • Laurence Fink

    Laurence Fink

    Chairman and Chief Executive OfficerCRD 830137

  • Alexa Moses

    Alexa Moses

    Chief Financial OfficerCRD 7169288

  • Robert Stanley

    Robert Stanley

    Chief Operating OfficerCRD 1981848

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Contacts

3 of 671
  • Richard Kozlowski

    Richard Kozlowski

    Registered RepresentativeCRD 2518027

  • Ricardo Ruiz

    Ricardo Ruiz

    Vice PresidentCRD 5288814

  • Michael Wenzel

    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