Blackrock Financial Management, Inc
2 more other clients, 167 more Schedule C rows and 13 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Advisory clients
- Foster Farms Group Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
- Central States, Southeast & Southwest Areas Pension Plan Named fiduciaryCustodianthrough Dec 31, 2024
- Pacific Gas and Electric Company Retirement Plan Trusteethrough Dec 31, 2022
- Owens Corning Merged Retirement Plan Trusteethrough Dec 31, 2022
+2 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Paccar Inc Retirement Plan | 2025 | 28 50 51 | INVESTMENT MANAGER | $520,367 |
| National Electrical Benefit Fund | 2025 | 28 50 51 | NONE | $308,879 |
| Genuine Parts Company Pension Plan | 2025 | 28 50 51 | NONE | $64,513 |
+167 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Form ADV readings
Form ADV readings
- charity clients 58 Aug 27, 2026 reported
- government clients 54 Aug 27, 2026 reported
- institutional clients 266 Aug 27, 2026 reported
- pension plan clients 154 Aug 27, 2026 reported
- raum discretionary $1.59T Aug 27, 2026 reported
- raum institutional $913B Aug 27, 2026 reported
- raum total $1.60T Aug 27, 2026 reported
What changed
- Blackrock Financial Management no longer appears on Dresser, LLC Consolidated Salaried Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Blackrock Financial Management, Incaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of NebraskaBlackrock no longer appears on Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Nebraska's Schedule C as investment manager (plan year 2024 vs 2023)with Blackrock Financial Management, Incaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceCentral States, Southeast & Southwest Areas Pension PlanBlackrock Financial Management Inc. no longer appears on Central States, Southeast & Southwest Areas Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Blackrock Financial Management, Incaskebsa.dol.gov
- Quellos Private Cap II no longer appears on Jpmorgan Chase Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Blackrock Financial Management, Incaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceConstruction Industry and Laborers Joint Pension Trust for So Nevada, Plan aBlackrock Financial Mgmt, Inc. no longer appears on Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan a's Schedule C as investment manager (plan year 2024 vs 2023)with Blackrock Financial Management, Incaskebsa.dol.gov
+13 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.