DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Blackrock Advisors, LLC
Latest filing May 15, 2026
First filing on the tape Mar 30, 2012 · 79 filings
SEC status approved since Nov 1, 1994
RAUM
$1096B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
146
137 advisory (5.B.1)
Offices
9
beyond the principal office
Private funds
0
reported on Schedule D
History
79 filings and snapshots on the tape
RAUM$1096B as of May 15, 2026
Mar 30, 2012$399B then
HNW client RAUM$2.7B as of Mar 30, 2023
Mar 27, 2019$0 then
State-registered IARs (5.B.3)3 as of May 15, 2026
Mar 27, 20130 then
Employees (5.A)146 as of May 15, 2026
Mar 27, 201343 then
Private funds: 2
RAUM +14% over the last fiscal year+14% a year over threeIARs 3 to 3offices 8 to 9
Practice profile
derived from the filing of May 15, 2026; every figure names its basis
- RAUM per advisor
- $365BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $3.6BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 2.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 48.7derivedItem 5.A over advisors
- Advisors per office
- 0.3derived10 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$1071B98%
- State and municipal entities$25B2.3%
- Pooled investment vehicles$687M0.1%
- Other investment advisers$216M0.0%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 305reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.98 institutional_share=0.02 related_bd=true related_bank=true bd_reps=44.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Blackrock Quantitative Investors, LLC - Enhanced S&P 500 Seriesno longer reported | Other Private Fund | $0 | 1 | Mar 30, 2012 |
| Blackrock Quantitative Partners, LP - Enhanced S&P 500 Seriesno longer reported | Other Private Fund | $0 | 3 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Douglas Laurence Fink · Chief Executive Officercontrolsince 09/1994 · owns less than 5%
- Lawrence Robert Goldstein · Chief Operating Officercontrolsince 06/2014 · owns less than 5%
- Steven Robert Kapito · Presidentcontrolsince 09/2007 · owns less than 5%
- Joseph Christopher Meade · General Counsel And Chief Legal Officercontrolsince 11/2016 · owns less than 5%
- Choon Sik Charles Park · Chief Compliance Officercontrolsince 06/2014 · owns less than 5%
- Martin Small · Chief Financial Officersince 02/2023 · owns less than 5%
Entity owners
- Blackrock Capital Holdings, Inc. · Sole Memberdirect · owns 75% or more
- Blackrock Financial Management, Inc. · Sole Shareholderindirect · owns 75% or more of Blackrock Capital Holdings, Inc.
- Blackrock Holdco 2, Inc. · Sole Shareholderindirect · owns 75% or more of Blackrock Financial Management, Inc.
- Blackrock, Inc. · Sole Shareholderindirect · owns 75% or more of Blackrock Holdco 2, Inc. · public reporting company
Related persons
Schedule D 7.A
- 1824 Private Equity Gp, LLCpooled vehicle sponsory
- 1885 Private Opportunities Gp, LLCpooled vehicle sponsorn
- Aperio Group, LLCinvestment advisery
- Apo Global Healthcare Gp S.A R.L.pooled vehicle sponsorn
- Asia-Pacific Private Credit Opportunities Fund I (Genpar), L.P.pooled vehicle sponsorn
- Aviation Holdings Genpar, LLCpooled vehicle sponsorn
- Aviation Holdings III (Genpar) LLCpooled vehicle sponsorn
- Aviation Holdings III (Genpar), LLCpooled vehicle sponsorn
- Baa Co-Investment Fund (Genpar), LLCpooled vehicle sponsorn
- Baa Co-Investment Fund III (Genpar), LLCpooled vehicle sponsorn
- Baa Co-Investment Fund IV (Genpar), LLCpooled vehicle sponsorn
- Baa Co-Investment Fund V (Genpar), LLCpooled vehicle sponsorn
- Baa Custom Partnerships (Genpar), LLCpooled vehicle sponsory
- Baa Gaia Imc (Genpar), LLCpooled vehicle sponsorn
- Baa Private Capital 2002 (Genpar), LLCpooled vehicle sponsorn
- Baa Private Capital II (Genpar), LLCpooled vehicle sponsorn
- Baa Private Capital III (Genpar), LLCpooled vehicle sponsorn
- Baa Real Assets (Genpar), LLCpooled vehicle sponsorn
- Baa Real Assets II (Genpar), LLCpooled vehicle sponsorn
- Bis Brazos Infrastructure Gp, LLCpooled vehicle sponsorn
- Bis Nyc Infrastructure Emerging Manager Opportunities Gp, LLCpooled vehicle sponsorn
- Bis Nyc Infrastructure Emerging Manager Opportunities Gp, LLC.pooled vehicle sponsory
- Bl Lepus Genpar LLCpooled vehicle sponsorn
- Blackrock (Channel Islands) Limitedinvestment advisern
- Blackrock (Luxembourg) S.A.investment advisern
- Blackrock (Netherlands) B.V.investment advisern
- Blackrock (Singapore) Limitedinvestment adviserbanknRAUM $70B
- Blackrock Advisors (Uk) Limitedinvestment advisern
- Blackrock Alternative Advisors (Genpar), LLCpooled vehicle sponsorn
- Blackrock Alternative Funds Gp S.A.R.L.pooled vehicle sponsory
Advisers that list Blackrock Advisors, LLC as a related person
Offices
Schedule D 1.F, the 25 largest
- San Francisco, CA53 employees
- Princeton, NJ32 employees
- Boston, MA5 employees
- Philadelphia, PA5 employees
- Atlanta, GA3 employees
- Palm Beach Garden, FL1 employees
- Newport Beach, CA1 employees
- Denver, CO1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- very high RAUM per advisorStatic outlier · filing May 15, 2026RAUM per registered advisor of $365,374,201,409 against a peer median of $3,819,469,289 (75 comparable advisers, 99.0th percentile, 82.8 robust deviations)peers: asset managers, $20B and over (75) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 299 to 305Jan 27, 2026 to Mar 31, 2026
- Advisory employees · 139 to 137Jan 27, 2026 to Mar 31, 2026
- BD registered reps · 50 to 44Jan 27, 2026 to Mar 31, 2026
- Employees · 148 to 146Jan 27, 2026 to Mar 31, 2026
- Other offices · 8 to 9Jan 27, 2026 to Mar 31, 2026
- Discretionary RAUM · $959B to $1096BJan 27, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $809M to $687MJan 27, 2026 to Mar 31, 2026
- RAUM · $959B to $1096BJan 27, 2026 to Mar 31, 2026
- Financial planning clients · unset to Jun 18, 2025 to Jul 30, 2025
- Accounts · 306 to 299Feb 12, 2025 to Mar 31, 2025
- Advisory employees · 156 to 139Feb 12, 2025 to Mar 31, 2025
- Advisory activities · 4 to 3Feb 12, 2025 to Mar 31, 2025
- BD registered reps · 59 to 50Feb 12, 2025 to Mar 31, 2025
- Employees · 221 to 148Feb 12, 2025 to Mar 31, 2025
- Insurance-licensed employees · 2 to 3Feb 12, 2025 to Mar 31, 2025
- Discretionary RAUM · $870B to $959BFeb 12, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $830M to $809MFeb 12, 2025 to Mar 31, 2025
- RAUM · $870B to $959BFeb 12, 2025 to Mar 31, 2025
- Accounts · 322 to 306Nov 22, 2023 to Mar 28, 2024
- Advisory employees · 176 to 156Nov 22, 2023 to Mar 28, 2024
- BD registered reps · 72 to 59Nov 22, 2023 to Mar 28, 2024
- Pooled vehicle clients · 8 to 2Nov 22, 2023 to Mar 28, 2024
- Employees · 256 to 221Nov 22, 2023 to Mar 28, 2024
- Insurance-licensed employees · 4 to 2Nov 22, 2023 to Mar 28, 2024
- State-registered IARs · 5 to 3Nov 22, 2023 to Mar 28, 2024
- Other offices · 10 to 8Nov 22, 2023 to Mar 28, 2024
- Discretionary RAUM · $746B to $870BNov 22, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $2 to $0Nov 22, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.3B to $830MNov 22, 2023 to Mar 28, 2024
- RAUM · $746B to $870BNov 22, 2023 to Mar 28, 2024
- HNW RAUM · 2713843554.0 to unsetAug 2, 2023 to Aug 3, 2023
- Accounts · 316 to 322Sep 1, 2022 to Mar 30, 2023
- Advisory employees · 183 to 176Sep 1, 2022 to Mar 30, 2023
- BD registered reps · 77 to 72Sep 1, 2022 to Mar 30, 2023
- Employees · 273 to 256Sep 1, 2022 to Mar 30, 2023
- Insurance-licensed employees · 5 to 4Sep 1, 2022 to Mar 30, 2023
- Other offices · 13 to 10Sep 1, 2022 to Mar 30, 2023
- Discretionary RAUM · $1002B to $746BSep 1, 2022 to Mar 30, 2023
- HNW RAUM · unset to 2713843554.0Sep 1, 2022 to Mar 30, 2023
- Non-discretionary RAUM · $0 to $2Sep 1, 2022 to Mar 30, 2023
Signals
4 dated events
- Russell Daniel Waltcher (Director) no longer on Schedule A of Blackrock Advisors, Llc (listed 2024-05-17, absent 2024-05-21)May 21, 2024 · Control person left · inference
- Stephen Gary Shedlin (Chief Financial Officer) no longer on Schedule A of Blackrock Advisors, Llc (listed 2023-11-22, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Blackrock Advisors, Llc reported RAUM $745.8B, down 26% from $1.0T (2022-09-01 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Blackrock Advisors, Llc reported RAUM $1.0T, up 27% from $789.6B (2021-11-05 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/blackrockreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/isharesreportedpublic record, Form ADV, Sep 17, 2026
- Website
- blackrock.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 212 810 5300reportedpublic record, Form ADV, May 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026