DFX Intelligence

Data Factory

RIA / WealthRegistered adviserother adviserSEC registeredRAUM over $100B

BLACKROCK FINANCIAL MANAGEMENT, INC

CRD 107105

NEW YORK, NY

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Search this name across graphsid dfx:ria:c24cf0d9-0c96-aca5-d0c3-cf9f8a7f3591

Data as of Aug 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 637
Dated events: 24
On other graphs: 6
Observed: Mar 30, 2012 to Aug 27, 2026
130 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Blackrock Financial Management, Inc

Private equity manager · shared crd

Independent Sponsorsidentity

Blackrock Financial Management, Inc

Capital provider to sponsors · shared crd

Allocatorsidentity

Blackrock Financial Management, Inc

Investment consultant · shared crd

Private Creditidentity

BLACKROCK FINANCIAL MANAGEMENT, INC

Private credit manager · shared crd

Real Estate Fundsidentity

Blackrock Financial Management, Inc

Real estate fund manager · shared crd

Private Creditidentity

BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC

adv schedule ab owner crd · confidence 100% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.36 institutional_share=0.57 related_bd=true related_bank=true bd_reps=591.0
Regulatory AUM: $1595BItem 5.F on the latest filing (2026-08-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1593B
Private client RAUM: $5.4BderivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 31
RAUM per advisor: $51Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7,987
Advisory employees: 889
Offices: 20Schedule D 1.F, beyond the principal office
Accounts: 2,283
Individual clients: 6
High net worth clients: 64
Private funds: 352Schedule D 7.B(1)
Custody, client assets: $11B
Relying advisers: 1
SEC number: 801-48433
CIK: 917129
CRD: 107105
Filings on the tape: 130
First filed: Mar 30, 2012
Latest filed: Aug 27, 2026
Organised: Corporation, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 31

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN MARTIN ENGELKE	n/a	Parkville, MO \| NEW YORK, NY	20	30	1	yes
JAMES BRENDAN MACKINAW	n/a	NEW YORK, NY \| BOSTON, MA	20	26	1	yes
JEFFREY THOMAS PUNTNEY	n/a	NEW YORK, NY \| Sammamish, WA	20	26	1	yes
ANDREW LAWRENCE SWEENEY	n/a	Milton, MA \| NEW YORK, NY	20	20	n/a	yes
JEFFREY ROSS BIGGERS	n/a	NEW YORK, NY	19	27	2	yes
BRYAN JACOB SMITH	n/a	NEW YORK, NY \| Seattle, WA	18	29	2	yes
CHRISTOPHER GEORGE MARTINE	n/a	Cherry Hill, NJ \| NEW YORK, NY	17	22	n/a	yes
MICHAEL EDWARD ECCLESTON	n/a	Golf, IL \| NEW YORK, NY	17	36	1	yes
CULLEN FLYNN ROBERTS	n/a	NEW YORK, NY \| Nashville, TN	16	22	1	yes
TONY E LEAL	n/a	Fulshear, TX \| NEW YORK, NY	16	32	1	yes
CHAD AARON DZIEDZIC	n/a	Frisco, TX \| NEW YORK, NY	15	25	2	yes
DEREK ALLEN COOK	n/a	Westfield, IN \| NEW YORK, NY	15	31	1	yes
CRISTEN JENNIFER ECKEL	n/a	NEW YORK, NY \| PRINCETON, NJ	13	31	n/a	yes
BRIAN CRAIG IHLEFELD	n/a	PRINCETON, NJ \| NEW YORK, NY	12	25	n/a	yes
JASON THOMAS HOBAN	n/a	Princeton, NJ \| NEW YORK, NY	12	17	1	yes
THOMAS EDWARD VIOLA	n/a	NEW YORK, NY \| Denver, CO	10	21	1	yes
ADAM MICHAEL SHACK	n/a	NEW YORK, NY \| Raleigh, NC	10	24	n/a	yes
LISA MARIE SHAH	n/a	NEW YORK, NY \| PHILADELPHIA, PA	10	22	n/a	yes
DEV DINESH SHAH	n/a	Smryna, GA \| NEW YORK, NY	10	27	1	yes
ELISE MARIE TERRY	n/a	Princeton, NJ \| NEW YORK, NY	9	26	1	yes
JAMES ARTHUR CAFFARELLO	n/a	Boston, MA \| NEW YORK, NY	9	18	n/a	yes
MATTHEW BRIAN WITKUS	n/a	PRINCETON, NJ \| NEW YORK, NY	9	27	n/a	yes
ROBERT SHANLEY RADLER	n/a	Atlanta, GA \| NEW YORK, NY	7	12	2	yes
AARON RICHARD CHETHALAN	n/a	NEW YORK, NY \| Atlanta, GA	7	13	1	yes
Calvin YU	n/a	NEW YORK, NY	6	18	1	yes

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 500

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MAIDEN LANE III LLC	Securitized Asset Fund	$18B	Feb 7, 2013	3	Mar 30, 2012	dropped	n/a
OBSIDIAN RELATIVE VALUE STRATEGY MASTER FUND, LTD.	Hedge Fund	$14B	Dec 23, 2024	12	Nov 20, 2018	reported	021-1268
BLACKROCK LONG TERM PRIVATE CAPITAL SCSP	Hedge Fund	$11B	Dec 23, 2024	79	Mar 28, 2024	reported	021-334965
MAIDEN LANE II LLC	Securitized Asset Fund	$9.3B	Feb 7, 2013	1	Mar 30, 2012	dropped	n/a
CURRENT ASSET FUND LIMITED	Liquidity Fund	$6.7B	Dec 23, 2024	1	Apr 10, 2013	reported	021-192824
GLOBAL RENEWABLE POWER FUND III, SCSP	Private Equity Fund	$5.6B	Dec 23, 2024	162	Mar 26, 2020	reported	n/a
QUALIFIED PURCHASER FUNDS, LLC STRATEGIC CASH PORTFOLIO II	Liquidity Fund	$3.8B	Dec 23, 2024	2	Jul 11, 2016	reported	n/a
BLACKROCK INFRASTRUCTURE FUNDS ICAV - GLOBAL RENEWABLE POWER FUND III	Private Equity Fund	$3.8B	Dec 23, 2024	1	Feb 2, 2021	reported	n/a
GLOBAL RENEWABLE POWER INFRASTRUCTURE FUND III (C), SCSP	Private Equity Fund	$3.2B	Dec 23, 2024	98	Mar 26, 2020	reported	n/a
DIVERSIFIED MORTGAGE INDEX ACCOUNT	Other Private Fund	$2.5B	Dec 23, 2024	2	Mar 30, 2012	reported	021-161889
BLACKROCK DIVERSIFIED PRIVATE DEBT FUND MASTER LP	Other Private Fund	$2.4B	Dec 23, 2024	2	Feb 4, 2022	reported	n/a
BLACKROCK DIVERSIFIED PRIVATE DEBT FUND FEEDER LP	Other Private Fund	$2.4B	Dec 23, 2024	13	Feb 4, 2022	reported	n/a
ZURICH AMERICAN LIFE INSURANCE COMPANY	Other Private Fund	$2.1B	Dec 23, 2024	1	Mar 29, 2018	reported	021-234636
BLACKROCK SYSTEMATIC TOTAL ALPHA MASTER FUND LTD - AGGREGATE	Hedge Fund	$2.0B	Dec 23, 2024	2	Oct 21, 2022	reported	n/a
GLOBAL RENEWABLE POWER FUND II (B/C SPLITTER) L.P.	Private Equity Fund	$1.9B	Dec 23, 2024	1	Feb 27, 2017	reported	n/a
LOAN FUNDING II LLC	Other Private Fund	$1.7B	Dec 23, 2024	0	Mar 27, 2019	reported	n/a
GLOBAL INFRASTRUCTURE DEBT FUND A DESIGNATED ACTIVITY COMPANY	Other Private Fund	$1.6B	Dec 23, 2024	1	Mar 27, 2019	reported	n/a
BLACKROCK US COMMERCIAL REAL ESTATE WHOLE LOAN FUND L.P.	Real Estate Fund	$1.3B	Dec 23, 2024	1	Mar 26, 2020	reported	n/a
GLOBAL RENEWABLE POWER INFRASTRUCTURE FUND III (B), L.P.	Private Equity Fund	$1.3B	Dec 23, 2024	53	Mar 26, 2020	reported	021-349626
GLOBAL CREDIT OPPORTUNITIES II FUND A MASTER SCSP	Private Equity Fund	$1.2B	Dec 23, 2024	2	Feb 15, 2023	reported	021-1893234
US ALPHA ADVANTAGE MASTER FUND LP	Hedge Fund	$1.1B	Dec 23, 2024	1	Feb 27, 2024	reported	n/a
TOUCHDOWNS HOLDING LP	Other Private Fund	$1.1B	Dec 23, 2024	1	Feb 4, 2022	reported	n/a
BLACKROCK LISI CREDIT FUND, LP	Other Private Fund	$1.1B	Dec 23, 2024	1	Feb 2, 2021	reported	021-358859
EUROPEAN HEDGE FUND LLC	Hedge Fund	$1.0B	Dec 23, 2024	1,236	Aug 22, 2016	reported	021-270014
MULTI-COLOR FUND	Hedge Fund	$995M	Jan 31, 2020	2	Nov 18, 2015	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLACKROCK HOLDCO 2, INC.	SOLE SHAREHOLDER OF APPLICANT	E	yes	09/2006	Mar 30, 2012	Dec 23, 2024
BLACKROCK, INC.	SOLE SHAREHOLDER	E	yes	09/2006	Mar 30, 2012	Dec 23, 2024
Dickson, Robert, Andrew	Director	Na	yes	12/2021	Feb 4, 2022	Dec 23, 2024
FINK, LAURENCE, DOUGLAS	CHIEF EXECUTIVE OFFICER	Na	yes	10/1994	Mar 30, 2012	Dec 23, 2024
GOLDSTEIN, ROBERT, LAWRENCE	CHIEF OPERATING OFFICER	Na	yes	06/2014	Jun 25, 2014	Dec 23, 2024
KAPITO, ROBERT, STEVEN	President	Na	yes	09/2007	Mar 30, 2012	Dec 23, 2024
Meade, Christopher, Joseph	GENERAL COUNSEL AND CHIEF LEGAL OFFICER	Na	yes	11/2016	Nov 22, 2016	Dec 23, 2024
PARK, CHARLES, CHOON SIK	CHIEF COMPLIANCE OFFICER	Na	yes	09/2016	Sep 29, 2016	Dec 23, 2024
SMALL, MARTIN	Director	Na	no	02/2024	Mar 28, 2024	Dec 23, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page; showing 40 of 255

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BLACKROCK FUND ADVISORS	n/a	Asset manager	$4282B	Y	yes	n/a
BLACKROCK ADVISORS, LLC	n/a	Asset manager	$1096B	Y	yes	n/a
BLACKROCK INVESTMENT MANAGEMENT, LLC	n/a	Asset manager	$677B	N	yes	n/a
BLACKROCK CAPITAL MANAGEMENT, INC.	n/a	Asset manager	$173B	Y	yes	n/a
GLOBAL INFRASTRUCTURE MANAGEMENT, LLC	n/a	Asset manager	$142B	N	yes	n/a
BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED	n/a	Other adviser	$140B	Y	yes	n/a
BLACKROCK (SINGAPORE) LIMITED	n/a	Asset manager	$70B	Y	yes	n/a
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC	n/a	Asset manager	$67B	Y	yes	n/a
BLACKROCK INTERNATIONAL LIMITED	n/a	Asset manager	$31B	Y	yes	n/a
BLACKROCK ALTERNATIVES MANAGEMENT, LLC	n/a	Asset manager	$18B	N	yes	n/a
SPIDERROCK ADVISORS, LLC	n/a	Independent wealth	$9.8B	N	yes	n/a
TENNENBAUM CAPITAL PARTNERS, LLC	n/a	Asset manager	$3.2B	Y	yes	n/a
BLACKROCK ASSET MANAGEMENT SCHWEIZ AG	n/a	Asset manager	$2.4B	Y	yes	n/a
BLACKROCK REALTY ADVISORS INC	n/a	Asset manager	$1.1B	Y	yes	n/a
FUTUREADVISOR, INC.	n/a	Former SEC adviser	$649M	N	yes	n/a
SVOF/MM, LLC	n/a	Asset manager	$16.4M	Y	yes	n/a
1824 PRIVATE EQUITY GP, LLC	n/a	n/a	n/a	Y	yes	n/a
1885 PRIVATE OPPORTUNITIES GP, LLC	n/a	n/a	n/a	N	yes	n/a
APERIO GROUP, LLC	n/a	n/a	n/a	Y	yes	n/a
APO GLOBAL HEALTHCARE GP S.A R.L.	n/a	n/a	n/a	N	yes	n/a
ASIA-PACIFIC PRIVATE CREDIT OPPORTUNITIES FUND I (GENPAR), L.P.	n/a	n/a	n/a	N	yes	n/a
AVIATION HOLDINGS GENPAR, LLC	n/a	n/a	n/a	N	yes	n/a
AVIATION HOLDINGS III (GENPAR) LLC	n/a	n/a	n/a	N	yes	n/a
AVIATION HOLDINGS III (GENPAR), LLC	n/a	n/a	n/a	N	yes	n/a
BAA CO-INVESTMENT FUND (GENPAR), LLC	n/a	n/a	n/a	Y	yes	n/a
BAA CO-INVESTMENT FUND III (GENPAR), LLC	n/a	n/a	n/a	Y	yes	n/a
BAA CO-INVESTMENT FUND IV (GENPAR), LLC	n/a	n/a	n/a	Y	yes	n/a
BAA CO-INVESTMENT FUND V (GENPAR), LLC	n/a	n/a	n/a	Y	yes	n/a
BAA CUSTOM PARTNERSHIPS (GENPAR), LLC	n/a	n/a	n/a	Y	yes	n/a
BAA GAIA IMC (GENPAR), LLC	n/a	n/a	n/a	Y	yes	n/a
BAA PRIVATE CAPITAL 2002 (GENPAR), LLC	n/a	n/a	n/a	Y	yes	n/a
BAA PRIVATE CAPITAL II (GENPAR), LLC	n/a	n/a	n/a	Y	yes	n/a
BAA PRIVATE CAPITAL III (GENPAR), LLC	n/a	n/a	n/a	Y	yes	n/a
BAA REAL ASSETS (GENPAR), LLC	n/a	n/a	n/a	Y	yes	n/a
BAA REAL ASSETS II (GENPAR), LLC	n/a	n/a	n/a	Y	yes	n/a
BIS BRAZOS INFRASTRUCTURE GP, LLC	n/a	n/a	n/a	Y	yes	n/a
BIS NYC INFRASTRUCTURE EMERGING MANAGER OPPORTUNITIES GP, LLC	n/a	n/a	n/a	Y	yes	n/a
BIS NYC INFRASTRUCTURE EMERGING MANAGER OPPORTUNITIES GP, LLC.	n/a	n/a	n/a	Y	yes	n/a
BL LEPUS GENPAR LLC	n/a	n/a	n/a	Y	yes	n/a
BLACKROCK (CHANNEL ISLANDS) LIMITED	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SAN FRANCISCO	CA	United States	158	yes
Princeton	Nj	United States	120	yes
Greenwich	Ct	United States	35	no
Seattle	Wa	United States	31	yes
SANTA MONICA	CA	United States	30	yes
Philadelphia	Pa	United States	20	yes
Atlanta	Ga	United States	14	yes
Boston	Ma	United States	9	yes
Wilmington	De	United States	6	yes
Sausalito	CA	United States	4	yes
DISTRICT OF COLUMBIA	Dc	United States	4	yes
Chicago	IL	United States	4	yes
Houston	TX	United States	4	yes
WEST PALM BEACH	FL	United States	3	yes
Dallas	TX	United States	3	yes
NEWPORT BEACH	CA	United States	2	yes
BOCA RATON	FL	United States	2	no
Miami	FL	United States	2	yes
PALM BEACH GARDENS	FL	United States	2	no
Denver	Co	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 20

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 28, 2026	$1595B	$1593B	7,987	889	20	414	n/a
2024	Apr 30, 2025	$1328B	$1325B	7,410	828	18	371	n/a
2023	Mar 28, 2024	$1288B	$1285B	6,407	1,038	20	329	$135B
2022	Mar 30, 2023	$1163B	$1160B	6,491	1,055	24	290	$120B
2021	Mar 30, 2022	$1318B	$1315B	6,043	988	28	270	$186B
2020	Mar 25, 2021	$1145B	$1141B	5,644	988	25	252	$115B
2019	Mar 26, 2020	$1033B	$1031B	5,615	980	24	250	$103B
2018	Mar 27, 2019	$833B	$831B	4,147	861	27	231	$107B
2017	Mar 29, 2018	$817B	$815B	3,584	1,068	25	211	$78B
2016	Mar 31, 2017	$711B	$707B	2,993	645	n/a	210	$60B
2015	Mar 30, 2016	$578B	$575B	2,846	633	n/a	206	$61B
2014	Mar 27, 2015	$546B	$543B	2,478	625	n/a	220	$54B
2013	Mar 28, 2014	$626B	$617B	1,747	312	n/a	212	$43B
2012	Mar 27, 2013	$595B	$581B	1,571	312	n/a	192	$43B
2011	Mar 30, 2012	$575B	$562B	n/a	n/a	n/a	177	$81B

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	5	-5	16.1%	0	1	0	0	9

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1595B	$1328B	20.1%	$1163B	11.1%	7,987	7,410	20	18

Relationships

showing 80 of 637

Affiliated with (29)

→ BLACKROCK FUND ADVISORSRegistered adviserother investment adviser, bank, control, common control
factForm ADV
→ BLACKROCK ADVISORS, LLCRegistered adviserother investment adviser, bank, control, common control
factForm ADV
→ BLACKROCK INTERNATIONAL LIMITEDRegistered adviserother investment adviser, bank, control, common control
factForm ADV
→ BLACKROCK CAPITAL MANAGEMENT, INC.Registered adviserother investment adviser, bank, control, common control
factForm ADV
→ BLACKROCK INVESTMENT MANAGEMENT, LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ BLACKROCK REALTY ADVISORS INCRegistered adviserother investment adviser, bank, control, common control
factForm ADV
→ TENNENBAUM CAPITAL PARTNERS, LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, control, common control
factForm ADV
→ SVOF/MM, LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, control, common control
factForm ADV
→ FUTUREADVISOR, INC.Registered adviserother investment adviser, common control
factForm ADV
→ GLOBAL INFRASTRUCTURE MANAGEMENT, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ BLACKROCK ASSET MANAGEMENT SCHWEIZ AGRegistered adviserother investment adviser, control, common control
factForm ADV
→ BLACKROCK (SINGAPORE) LIMITEDRegistered adviserother investment adviser, bank, control, common control
factForm ADV
→ BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITEDRegistered adviserother investment adviser, bank, control, common control
factForm ADV
→ SPIDERROCK ADVISORS, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ BLACKROCK ALTERNATIVES MANAGEMENT, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ BLACKROCK CAPITAL INVESTMENT ADVISORS, LLCRegistered adviserother investment adviser, bank, control, common control
factForm ADV
← BLACKROCK CAPITAL INVESTMENT ADVISORS, LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, control, common control
factForm ADV
← BLACKROCK INVESTMENT MANAGEMENT, LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
← BLACKROCK REALTY ADVISORS INCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, control, common control
factForm ADV
← BLACKROCK ALTERNATIVES MANAGEMENT, LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
← BLACKROCK CAPITAL MANAGEMENT, INC.Registered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, control, common control
factForm ADV
← TENNENBAUM CAPITAL PARTNERS, LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, control, common control
factForm ADV
← SVOF/MM, LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, control, common control
factForm ADV
← BLACKROCK (SINGAPORE) LIMITEDRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, control, common control
factForm ADV
← BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITEDRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, control, common control
factForm ADV
← BLACKROCK FUND ADVISORSRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, control, common control
factForm ADV
← BLACKROCK ADVISORS, LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, control, common control
factForm ADV
← BLACKROCK INTERNATIONAL LIMITEDRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, control, common control
factForm ADV
← BLACKROCK ASSET MANAGEMENT SCHWEIZ AGRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, control, common control
factForm ADV

Advises (51)

→ CO-INVESTMENT FUND IV, L.P. - Z US TAXABLE SERIESPrivate fundHedge Fund, IA
Apr 24, 2014 to presentfactForm ADV
→ BLACKROCK NTR RENEWABLE POWER FUND (MASTER), L.P.Private fundPrivate Equity Fund, IA
Feb 7, 2013 to presentfactForm ADV
→ CO-INVESTMENT INCOME FUND, L.P. - US TAX-EXEMPT SERIESPrivate fundHedge Fund, IA
Feb 27, 2017 to presentfactForm ADV
→ MSR AGGREGATOR II AV2B LPPrivate fundHedge Fund, IA
Jan 31, 2020 to presentfactForm ADV
→ MSR ALABAMA AV1B LLCPrivate fundHedge Fund, IA
Jan 31, 2020 to presentfactForm ADV
→ Q-BLK REAL ASSETS II, L.P. - NATURAL RESOURCES PORTFOLIOPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ GLOBAL CREDIT OPPORTUNITIES II FUND B SCSPPrivate fundHedge Fund, IA
Feb 15, 2023 to presentfactForm ADV
→ NC GARNET FUND, L.P.Private fundHedge Fund, IA
Feb 27, 2017 to presentfactForm ADV
→ MSR AGGREGATOR II AV1B LLCPrivate fundHedge Fund, IA
Jan 31, 2020 to presentfactForm ADV
→ EMPIREHRC, LLCPrivate fundOther Private Fund, IA
Mar 29, 2018 to presentfactForm ADV
→ BLACKROCK SYSTEMATIC TOTAL ALPHA FUND LTD.Private fundHedge Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ Q-BLK CO-INVESTMENT FUND, L.P. - US TAX-EXEMPT SERIESPrivate fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ BLACKROCK ALTERNATIVE FUNDS S.C.A., SICAV-RAIF - BLACKROCK PRIVATE INFRASTRUCTURE OPPORTUNITIES ELTIFPrivate fundPrivate Equity Fund, IA
Feb 4, 2022 to presentfactForm ADV
→ GLOBAL CREDIT OPPORTUNITIES LUXEMBOURG MULTI-FEEDER FUND SCSPPrivate fundPrivate Equity Fund, IA
Aug 24, 2018 to presentfactForm ADV
→ HR US INFRA EQUITY LPPrivate fundPrivate Equity Fund, IA
Mar 27, 2019 to presentfactForm ADV
→ BLACKROCK SYSTEMATIC CHINA ABSOLUTE RETURN MASTER FUND LTD. - AGGREGATEPrivate fundHedge Fund, IA
Feb 2, 2021 to presentfactForm ADV
→ CO-INVESTMENT FUND (PARALLEL), L.P. - CF IV SERIESPrivate fundHedge Fund, IA
Aug 25, 2014 to presentfactForm ADV
→ BLACKROCK CO-INVESTMENT FUND III, L.P. - US TAXABLE SERIESPrivate fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ TWO DEGREE LLCPrivate fundOther Private Fund, IA
Feb 4, 2022 to presentfactForm ADV
→ GLOBAL INFRASTRUCTURE SOLUTIONS 5 MASTER (USD CO-INVEST) L.P.Private fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ SONJ FUND ALIGNMENT AND INCENTIVE REFORM, L.P.Private fundHedge Fund, IA
Nov 22, 2017 to presentfactForm ADV
→ BLACKROCK CO-INVESTMENT FUND V, L.P. - NON-US SERIESPrivate fundHedge Fund, IA
Feb 15, 2019 to presentfactForm ADV
→ CO-INVESTMENT INCOME FUND, L.P. - NON-US SERIES CPrivate fundHedge Fund, IA
Feb 27, 2017 to presentfactForm ADV
→ CARNELIAN FUND, LTD.Private fundHedge Fund, IA
Aug 16, 2013 to presentfactForm ADV
→ GLOBAL RENEWABLE POWER FUND IV, SCSPPrivate fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ BLACKROCK STA PORTABLE ALPHA FUND LTD.-AGGPrivate fundHedge Fund, IA
Aug 26, 2024 to presentfactForm ADV
→ CORE BOND ENHANCED INDEX ACCOUNTPrivate fundOther Private Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ MAGNETITE XXXI, LIMITED - AGGREGATEPrivate fundSecuritized Asset Fund, IA
Feb 4, 2022 to presentfactForm ADV
→ CAMPS BAY FUND, L.PPrivate fundHedge Fund, IA
Feb 15, 2019 to presentfactForm ADV
→ MAGNETITE XXXVII, LIMITEDPrivate fundSecuritized Asset Fund, IA
Mar 28, 2024 to presentfactForm ADV
and 21 more

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 1, 2026
Advisor changed firm
Jason Nusse left Blackrock Financial Management, Inc for T. Rowe Price Associates, Inc. (registered 2026-09-10)
Form ADVobserved 5 days ago
Occurred
Mar 18, 2026
Advisor changed firm
Daniel Jay Deckman left Blackrock Financial Management, Inc for Wells Fargo Advisors (registered 2026-03-04)
Form ADVobserved 5 days ago
Occurred
Mar 2, 2026
Advisor changed firm
Charles W Fagan left Blackrock Financial Management, Inc for Bny Mellon Securities Corporation (registered 2026-03-19)
Form ADVobserved 5 days ago
Occurred
Jan 21, 2026
Advisor changed firm
Angela Kay Wascom Gantt left Blackrock Financial Management, Inc for Sanctuary Advisors, Llc (registered 2026-09-08)
Form ADVobserved 5 days ago
Occurred
Oct 20, 2025
Advisor changed firm
Grant A Einhorn left Blackrock Financial Management, Inc for Calamos Advisors Llc (registered 2025-10-24)
Form ADVobserved 5 days ago
Occurred
Feb 11, 2025
Advisor changed firm
Geoffrey Collagan Sirhal left Blackrock Financial Management, Inc for Charmarline Wealth Management Llc (registered 2025-03-13)
Form ADVobserved 5 days ago
Occurred
Aug 29, 2024
Advisor changed firm
Stephen Gerard Czajka left Blackrock Financial Management, Inc for T. Rowe Price Associates, Inc. (registered 2024-09-09)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2024
Control person left
Stephen Gary Shedlin (Chief Financial Officer) no longer on Schedule A of Blackrock Financial Management, Inc (listed 2024-02-27, absent 2024-03-28)
Form ADVobserved 5 days ago
Occurred
Feb 15, 2024
Advisor changed firm
Aaron John Lassanske left Blackrock Financial Management, Inc for First Citizens Asset Management, Inc (registered 2024-04-16)
Form ADVobserved 5 days ago
Occurred
Jan 16, 2024
Advisor changed firm
Edward Joseph De Arcos left Blackrock Financial Management, Inc for Nuveen Asset Management, Llc (registered 2024-08-01)
Form ADVobserved 5 days ago
Occurred
Apr 5, 2023
Advisor changed firm
Robert Stephen Eaton left Blackrock Financial Management, Inc for Bondbloxx (registered 2024-09-13)
Form ADVobserved 5 days ago
Occurred
Jan 19, 2023
Advisor changed firm
Anthony Michael Svach left Blackrock Financial Management, Inc for Allspring Funds Management, Llc (registered 2023-09-19)
Form ADVobserved 5 days ago
Occurred
Jan 18, 2023
Advisor changed firm
Wesley A Urick left Blackrock Financial Management, Inc for Principal Asset Management (registered 2023-11-28)
Form ADVobserved 5 days ago
Occurred
Jan 18, 2023
Advisor changed firm
Gregory Hohmann left Blackrock Financial Management, Inc for Neuberger Berman Bd Llc (registered 2023-05-03)
Form ADVobserved 5 days ago
Occurred
Sep 30, 2022
Advisor changed firm
Michael Wayne Alexander left Blackrock Financial Management, Inc for Sanctuary Advisors, Llc (registered 2022-12-05)
Form ADVobserved 5 days ago
Occurred
Jun 23, 2022
Advisor changed firm
Peter M Williams left Blackrock Financial Management, Inc for Allspring Funds Management, Llc (registered 2022-11-07)
Form ADVobserved 5 days ago
Occurred
May 12, 2022
Advisor changed firm
Jennifer Scott Friberg left Blackrock Financial Management, Inc for Balentine (registered 2025-04-01)
Form ADVobserved 5 days ago
Occurred
Apr 26, 2022
Advisor changed firm
Scott Michael Nadle left Blackrock Financial Management, Inc for Charles Schwab & Co., Inc. (registered 2022-05-13)
Form ADVobserved 5 days ago
Occurred
Apr 26, 2022
Advisor changed firm
Kaylee Makel left Blackrock Financial Management, Inc for Lpl Financial Llc (registered 2024-04-04)
Form ADVobserved 5 days ago
Occurred
Feb 4, 2022
Control person left
Russell Daniel Waltcher (Director) no longer on Schedule A of Blackrock Financial Management, Inc (listed 2021-11-25, absent 2022-02-04)
Form ADVobserved 5 days ago
Occurred
Feb 4, 2022
Control person joined
Andrew Robert Dickson (Director) appeared on Schedule A of Blackrock Financial Management, Inc
Form ADVobserved 5 days ago

Show 3 bookkeeping events

Occurred
Apr 30, 2025
Blackrock Financial Management, Inc reported 147 state-registered advisory representatives, up from 77 (2025-02-28 to 2025-04-30)
Occurred
Mar 27, 2019
Blackrock Financial Management, Inc reported 136 state-registered advisory representatives, up from 39 (2019-02-15 to 2019-03-27)
Occurred
Mar 29, 2018
Blackrock Financial Management, Inc reported 25 offices beyond its principal office, up from 17 (2017-11-22 to 2018-03-29)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c24cf0d9-0c96-aca5-d0c3-cf9f8a7f3591
First observed: Mar 30, 2012
Last observed: Aug 27, 2026 24 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLACKROCK FINANCIAL MANAGEMENT, INC

CRD 107105

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c24cf0d9-0c96-aca5-d0c3-cf9f8a7f3591

Data as of Aug 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:18 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN MARTIN ENGELKE

n/a

Parkville, MO | NEW YORK, NY

yes

JAMES BRENDAN MACKINAW

n/a

NEW YORK, NY | BOSTON, MA

yes

JEFFREY THOMAS PUNTNEY

n/a

NEW YORK, NY | Sammamish, WA

yes

ANDREW LAWRENCE SWEENEY

n/a

Milton, MA | NEW YORK, NY

n/a

yes

JEFFREY ROSS BIGGERS

n/a

NEW YORK, NY

yes

BRYAN JACOB SMITH

n/a

NEW YORK, NY | Seattle, WA

yes

CHRISTOPHER GEORGE MARTINE

n/a

Cherry Hill, NJ | NEW YORK, NY

n/a

yes

MICHAEL EDWARD ECCLESTON

n/a

Golf, IL | NEW YORK, NY

yes

CULLEN FLYNN ROBERTS

n/a

NEW YORK, NY | Nashville, TN

yes

TONY E LEAL

n/a

Fulshear, TX | NEW YORK, NY

yes

CHAD AARON DZIEDZIC

n/a

Frisco, TX | NEW YORK, NY

yes

DEREK ALLEN COOK

n/a

Westfield, IN | NEW YORK, NY

yes

CRISTEN JENNIFER ECKEL

n/a

NEW YORK, NY | PRINCETON, NJ

n/a

yes

BRIAN CRAIG IHLEFELD

n/a

PRINCETON, NJ | NEW YORK, NY

n/a

yes

JASON THOMAS HOBAN

n/a

Princeton, NJ | NEW YORK, NY

yes

THOMAS EDWARD VIOLA

n/a

NEW YORK, NY | Denver, CO

yes

ADAM MICHAEL SHACK

n/a

NEW YORK, NY | Raleigh, NC

n/a

yes

LISA MARIE SHAH

n/a

NEW YORK, NY | PHILADELPHIA, PA

n/a

yes

DEV DINESH SHAH

n/a

Smryna, GA | NEW YORK, NY

yes

ELISE MARIE TERRY

n/a

Princeton, NJ | NEW YORK, NY

yes

JAMES ARTHUR CAFFARELLO

n/a

Boston, MA | NEW YORK, NY

n/a

yes

MATTHEW BRIAN WITKUS

n/a

PRINCETON, NJ | NEW YORK, NY

n/a

yes

ROBERT SHANLEY RADLER

n/a

Atlanta, GA | NEW YORK, NY

yes

AARON RICHARD CHETHALAN

n/a

NEW YORK, NY | Atlanta, GA

yes

Calvin YU

n/a

NEW YORK, NY

yes

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MAIDEN LANE III LLC

Securitized Asset Fund

$18B

Feb 7, 2013

Mar 30, 2012

dropped

n/a

OBSIDIAN RELATIVE VALUE STRATEGY MASTER FUND, LTD.

Hedge Fund

$14B

Dec 23, 2024

Nov 20, 2018

reported

021-1268

BLACKROCK LONG TERM PRIVATE CAPITAL SCSP

Hedge Fund

$11B

Dec 23, 2024

Mar 28, 2024

reported

021-334965

MAIDEN LANE II LLC

Securitized Asset Fund

$9.3B

Feb 7, 2013

Mar 30, 2012

dropped

n/a

CURRENT ASSET FUND LIMITED

Liquidity Fund

$6.7B

Dec 23, 2024

Apr 10, 2013

reported

021-192824

GLOBAL RENEWABLE POWER FUND III, SCSP

Private Equity Fund

$5.6B

Dec 23, 2024

162

Mar 26, 2020

reported

n/a

QUALIFIED PURCHASER FUNDS, LLC STRATEGIC CASH PORTFOLIO II

Liquidity Fund

$3.8B

Dec 23, 2024

Jul 11, 2016

reported

n/a

BLACKROCK INFRASTRUCTURE FUNDS ICAV - GLOBAL RENEWABLE POWER FUND III

Private Equity Fund

$3.8B

Dec 23, 2024

Feb 2, 2021

reported

n/a

GLOBAL RENEWABLE POWER INFRASTRUCTURE FUND III (C), SCSP

Private Equity Fund

$3.2B

Dec 23, 2024

Mar 26, 2020

reported

n/a

DIVERSIFIED MORTGAGE INDEX ACCOUNT

Other Private Fund

$2.5B

Dec 23, 2024

Mar 30, 2012

reported

021-161889

BLACKROCK DIVERSIFIED PRIVATE DEBT FUND MASTER LP

Other Private Fund

$2.4B

Dec 23, 2024

Feb 4, 2022

reported

n/a

BLACKROCK DIVERSIFIED PRIVATE DEBT FUND FEEDER LP

Other Private Fund

$2.4B

Dec 23, 2024

Feb 4, 2022

reported

n/a

ZURICH AMERICAN LIFE INSURANCE COMPANY

Other Private Fund

$2.1B

Dec 23, 2024

Mar 29, 2018

reported

021-234636

BLACKROCK SYSTEMATIC TOTAL ALPHA MASTER FUND LTD - AGGREGATE

Hedge Fund

$2.0B

Dec 23, 2024

Oct 21, 2022

reported

n/a

GLOBAL RENEWABLE POWER FUND II (B/C SPLITTER) L.P.

Private Equity Fund

$1.9B

Dec 23, 2024

Feb 27, 2017

reported

n/a

LOAN FUNDING II LLC

Other Private Fund

$1.7B

Dec 23, 2024

Mar 27, 2019

reported

n/a

GLOBAL INFRASTRUCTURE DEBT FUND A DESIGNATED ACTIVITY COMPANY

Other Private Fund

$1.6B

Dec 23, 2024

Mar 27, 2019

reported

n/a

BLACKROCK US COMMERCIAL REAL ESTATE WHOLE LOAN FUND L.P.

Real Estate Fund

$1.3B

Dec 23, 2024

Mar 26, 2020

reported

n/a

GLOBAL RENEWABLE POWER INFRASTRUCTURE FUND III (B), L.P.

Private Equity Fund

$1.3B

Dec 23, 2024

Mar 26, 2020

reported

021-349626

GLOBAL CREDIT OPPORTUNITIES II FUND A MASTER SCSP

Private Equity Fund

$1.2B

Dec 23, 2024

Feb 15, 2023

reported

021-1893234

US ALPHA ADVANTAGE MASTER FUND LP

Hedge Fund

$1.1B

Dec 23, 2024

Feb 27, 2024

reported

n/a

TOUCHDOWNS HOLDING LP

Other Private Fund

$1.1B

Dec 23, 2024

Feb 4, 2022

reported

n/a

BLACKROCK LISI CREDIT FUND, LP

Other Private Fund

$1.1B

Dec 23, 2024

Feb 2, 2021

reported

021-358859

EUROPEAN HEDGE FUND LLC

Hedge Fund

$1.0B

Dec 23, 2024

1,236

Aug 22, 2016

reported

021-270014

MULTI-COLOR FUND

Hedge Fund

$995M

Jan 31, 2020

Nov 18, 2015

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLACKROCK HOLDCO 2, INC.

SOLE SHAREHOLDER OF APPLICANT

yes

09/2006

Mar 30, 2012

Dec 23, 2024

BLACKROCK, INC.

SOLE SHAREHOLDER

yes

09/2006

Mar 30, 2012

Dec 23, 2024

Dickson, Robert, Andrew

Director

yes

12/2021

Feb 4, 2022

Dec 23, 2024

FINK, LAURENCE, DOUGLAS

CHIEF EXECUTIVE OFFICER

yes

10/1994

Mar 30, 2012

Dec 23, 2024

GOLDSTEIN, ROBERT, LAWRENCE

CHIEF OPERATING OFFICER

yes

06/2014

Jun 25, 2014

Dec 23, 2024

KAPITO, ROBERT, STEVEN

President

yes

09/2007

Mar 30, 2012

Dec 23, 2024

Meade, Christopher, Joseph

GENERAL COUNSEL AND CHIEF LEGAL OFFICER

yes

11/2016

Nov 22, 2016

Dec 23, 2024

PARK, CHARLES, CHOON SIK

CHIEF COMPLIANCE OFFICER

yes

09/2016

Sep 29, 2016

Dec 23, 2024

SMALL, MARTIN

Director

02/2024

Mar 28, 2024

Dec 23, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BLACKROCK FUND ADVISORS

n/a

Asset manager

$4282B

yes

n/a

BLACKROCK ADVISORS, LLC

n/a

Asset manager

$1096B

yes

n/a

BLACKROCK INVESTMENT MANAGEMENT, LLC

n/a

Asset manager

$677B

yes

n/a

BLACKROCK CAPITAL MANAGEMENT, INC.

n/a

Asset manager

$173B

yes

n/a

GLOBAL INFRASTRUCTURE MANAGEMENT, LLC

n/a

Asset manager

$142B

yes

n/a

BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED

n/a

Other adviser

$140B

yes

n/a

BLACKROCK (SINGAPORE) LIMITED

n/a

Asset manager

$70B

yes

n/a

BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC

n/a

Asset manager

$67B

yes

n/a

BLACKROCK INTERNATIONAL LIMITED

n/a

Asset manager

$31B

yes

n/a

BLACKROCK ALTERNATIVES MANAGEMENT, LLC

n/a

Asset manager

$18B

yes

n/a

SPIDERROCK ADVISORS, LLC

n/a

Independent wealth

$9.8B

yes

n/a

TENNENBAUM CAPITAL PARTNERS, LLC

n/a

Asset manager

$3.2B

yes

n/a

BLACKROCK ASSET MANAGEMENT SCHWEIZ AG

n/a

Asset manager

$2.4B

yes

n/a

BLACKROCK REALTY ADVISORS INC

n/a

Asset manager

$1.1B

yes

n/a

FUTUREADVISOR, INC.

n/a

Former SEC adviser

$649M

yes

n/a

SVOF/MM, LLC

n/a

Asset manager

$16.4M

yes

n/a

1824 PRIVATE EQUITY GP, LLC

n/a

yes

n/a

1885 PRIVATE OPPORTUNITIES GP, LLC

n/a

yes

n/a

APERIO GROUP, LLC

n/a

yes

n/a

APO GLOBAL HEALTHCARE GP S.A R.L.

n/a

yes

n/a

ASIA-PACIFIC PRIVATE CREDIT OPPORTUNITIES FUND I (GENPAR), L.P.

n/a

yes

n/a

AVIATION HOLDINGS GENPAR, LLC

n/a

yes

n/a

AVIATION HOLDINGS III (GENPAR) LLC

n/a

yes

n/a

AVIATION HOLDINGS III (GENPAR), LLC

n/a

yes

n/a

BAA CO-INVESTMENT FUND (GENPAR), LLC

n/a

yes

n/a

BAA CO-INVESTMENT FUND III (GENPAR), LLC

n/a

yes

n/a

BAA CO-INVESTMENT FUND IV (GENPAR), LLC

n/a

yes

n/a

BAA CO-INVESTMENT FUND V (GENPAR), LLC

n/a

yes

n/a

BAA CUSTOM PARTNERSHIPS (GENPAR), LLC

n/a

yes

n/a

BAA GAIA IMC (GENPAR), LLC

n/a

yes

n/a

BAA PRIVATE CAPITAL 2002 (GENPAR), LLC

n/a

yes

n/a

BAA PRIVATE CAPITAL II (GENPAR), LLC

n/a

yes

n/a

BAA PRIVATE CAPITAL III (GENPAR), LLC

n/a

yes

n/a

BAA REAL ASSETS (GENPAR), LLC

n/a

yes

n/a

BAA REAL ASSETS II (GENPAR), LLC

n/a

yes

n/a

BIS BRAZOS INFRASTRUCTURE GP, LLC

n/a

yes

n/a

BIS NYC INFRASTRUCTURE EMERGING MANAGER OPPORTUNITIES GP, LLC

n/a

yes

n/a

BIS NYC INFRASTRUCTURE EMERGING MANAGER OPPORTUNITIES GP, LLC.

n/a

yes

n/a

BL LEPUS GENPAR LLC

n/a

yes

n/a

BLACKROCK (CHANNEL ISLANDS) LIMITED

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

SAN FRANCISCO

United States

158

yes

Princeton

United States

120

yes

Greenwich

United States

Seattle

United States

yes

SANTA MONICA

United States

yes

Philadelphia

United States

yes

Atlanta

United States

yes

Boston

United States

yes

Wilmington

United States

yes

Sausalito

United States

yes

DISTRICT OF COLUMBIA

United States

yes

Chicago

United States

yes

Houston

United States

yes

WEST PALM BEACH

United States

yes

Dallas

United States

yes

NEWPORT BEACH

United States

yes

BOCA RATON

United States

Miami

United States

yes

PALM BEACH GARDENS

United States

Denver

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 28, 2026

$1595B

$1593B

7,987

889

414

n/a

2024

Apr 30, 2025

$1328B

$1325B

7,410

828

371

n/a

2023

Mar 28, 2024

$1288B

$1285B

6,407

1,038

329

$135B

2022

Mar 30, 2023

$1163B

$1160B

6,491

1,055

290

$120B

2021

Mar 30, 2022

$1318B

$1315B

6,043

988

270

$186B

2020

Mar 25, 2021

$1145B

$1141B

5,644

988

252

$115B

2019

Mar 26, 2020

$1033B

$1031B

5,615

980

250

$103B

2018

Mar 27, 2019

$833B

$831B

4,147

861

231

$107B

2017

Mar 29, 2018

$817B

$815B

3,584

1,068

211

$78B

2016

Mar 31, 2017

$711B

$707B

2,993

645

n/a

210

$60B

2015

Mar 30, 2016

$578B

$575B

2,846

633

n/a

206

$61B

2014

Mar 27, 2015

$546B

$543B

2,478

625

n/a

220

$54B

2013

Mar 28, 2014

$626B

$617B

1,747

312

n/a

212

$43B

2012

Mar 27, 2013

$595B

$581B

1,571

312

n/a

192

$43B

2011

Mar 30, 2012

$575B

$562B

n/a

177

$81B

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-5

16.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1595B

$1328B

20.1%

$1163B

11.1%

7,987

7,410