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 Asset Management Schweiz Ag
Latest filing May 15, 2026
First filing on the tape Aug 16, 2013 · 74 filings
SEC status approved since Sep 16, 2013
RAUM
$2.4B
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
129
13 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
74 filings and snapshots on the tape
RAUM$2.4B as of May 15, 2026
Mar 31, 2014$6.6B then
HNW client RAUM: $0
State-registered IARs (5.B.3)0 as of May 15, 2026
Mar 31, 20140 then
Employees (5.A)129 as of May 15, 2026
Mar 31, 201423 then
Private funds1 as of Mar 27, 2019
Mar 31, 20141 then
RAUM +51% over the last fiscal year+47% a year over threeIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of May 15, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM 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
- $62.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 11%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +51%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $58.0M, 1 clientsreportedItem 9.A
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- 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
- Pooled investment vehicles$2.2B89%
- Pension and profit-sharing plans$171M7.0%
- Insurance companies$99.2M4.1%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 39reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $58.0M for 1 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.89 institutional_share=0.11 related_bd=true related_bank=true bd_reps=0.0derived
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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Blackrock Vintage Partners, L.P.no longer reported | Private Equity Fund | $57.4M | 4 | Mar 29, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Johanne Ellen Bakke Mawdsley · Directorcontrolsince 09/2020 · owns less than 5%
- Kuensang Gangshontsang · Chief Compliance Officercontrolsince 11/2022 · owns less than 5%
- Dirk Klee · Directorcontrolsince 11/2024 · owns less than 5%
- Holm Soren Mose · Directorcontrolsince 09/2020 · owns less than 5%
- Dermont Patrick Barry O'Dwyer · Directorcontrolsince 04/2013 · owns less than 5%
- Alice Ida Maria Mirjam Staub-Bisang · Directorsince 05/2024 · owns less than 5%
Entity owners
- Blackrock Uk Holdco Limited · Sole Shareholderdirect · owns 75% or more
- Blackrock Cayman 1 LP · Sole Shareholderindirect · owns 75% or more of Blackrock Cayman West Bay Finco Limited
- Blackrock Cayman West Bay Finco Limited · Sole Shareholderindirect · owns 75% or more of Blackrock Cayman West Bay IV Limited
- Blackrock Cayman West Bay IV Limited · Shareholderindirect · owns 75% or more of Blackrock Group Limited
- Blackrock Financial Management, Inc · Sole Shareholderindirect · owns 75% or more of Blackrock International Holdings, Inc.
- Blackrock Group Limited · Sole Shareholderindirect · owns 75% or more of Blackrock Group Limited-Luxembourg Branch
- Blackrock Group Limited-Luxembourg Branch · Sole Shareholderindirect · owns 75% or more of Blackrock Luxembourg Holdco S.A.R.L.
- Blackrock Holdco 2, Inc · Sole Shareholderindirect · owns 75% or more of Blackrock Financial Management, Inc
- Blackrock Holdco 3, LLC · General Partnerindirect · owns F of Blackrock Cayman 1 LP
- Blackrock International Holdings, Inc. · General Partnerindirect · owns F of Br Jersey International Holdings L.P.
- Blackrock Luxembourg Holdco S.A.R.L. · Sole Shareholderindirect · owns 75% or more of Blackrock Uk Holdco Limited
- Blackrock, Inc. · Sole Shareholderindirect · owns 75% or more of Blackrock Holdco 2, Inc · public reporting company
- Br Jersey International Holdings L.P. · Shareholder (A Shares)indirect · owns 75% or more of Blackrock Holdco 3, LLC
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 Advisors, LLCinvestment adviserbanknRAUM $1096B
- Blackrock Alternative Advisors (Genpar), LLCpooled vehicle sponsorn
Advisers that list Blackrock Asset Management Schweiz Ag as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- large related person networkStatic outlier · filing May 15, 2026related persons on Schedule D 7.A of 256.0 against a peer median of 7.0 (850 comparable advisers, 100.0th percentile, 56.0 robust deviations)peers: asset managers, $1B to $5B (850) · 100% percentile
What changed
consecutive filings, newest first
- Advisory employees · 21 to 13Jan 27, 2026 to Mar 31, 2026
- Assets in custody · $57.4M to $58.0MJan 27, 2026 to Mar 31, 2026
- Employees · 152 to 129Jan 27, 2026 to Mar 31, 2026
- Other offices · 0 to 1Jan 27, 2026 to Mar 31, 2026
- Discretionary RAUM · $1.6B to $2.4BJan 27, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $39.9M to $0Jan 27, 2026 to Mar 31, 2026
- Pension RAUM · $142M to $171MJan 27, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $1.3B to $2.2BJan 27, 2026 to Mar 31, 2026
- RAUM · $1.6B to $2.4BJan 27, 2026 to Mar 31, 2026
- Financial planning clients · unset to Jun 18, 2025 to Jul 30, 2025
- Accounts · 38 to 39Feb 12, 2025 to Mar 31, 2025
- Advisory employees · 19 to 21Feb 12, 2025 to Mar 31, 2025
- Assets in custody · unset to 57435794.0Feb 12, 2025 to Mar 31, 2025
- Custody of client assets · false to trueFeb 12, 2025 to Mar 31, 2025
- Employees · 113 to 152Feb 12, 2025 to Mar 31, 2025
- Discretionary RAUM · $1.3B to $1.6BFeb 12, 2025 to Mar 31, 2025
- Non-discretionary RAUM · $0 to $39.9MFeb 12, 2025 to Mar 31, 2025
- Pension RAUM · $141M to $142MFeb 12, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $987M to $1.3BFeb 12, 2025 to Mar 31, 2025
- RAUM · $1.3B to $1.6BFeb 12, 2025 to Mar 31, 2025
- HQ state · unset to Dec 23, 2024 to Jan 2, 2025
- Accounts · 36 to 38Nov 22, 2023 to Mar 28, 2024
- Advisory employees · 15 to 19Nov 22, 2023 to Mar 28, 2024
- Employees · 114 to 113Nov 22, 2023 to Mar 28, 2024
- Discretionary RAUM · $769M to $1.3BNov 22, 2023 to Mar 28, 2024
- Pension RAUM · $214M to $141MNov 22, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $402M to $987MNov 22, 2023 to Mar 28, 2024
- RAUM · $769M to $1.3BNov 22, 2023 to Mar 28, 2024
- Accounts · 35 to 36Dec 2, 2022 to Mar 31, 2023
- Employees · 117 to 114Dec 2, 2022 to Mar 31, 2023
- Other offices · 2 to 0Dec 2, 2022 to Mar 31, 2023
- Discretionary RAUM · $632M to $769MDec 2, 2022 to Mar 31, 2023
- Pension RAUM · $279M to $214MDec 2, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $152M to $402MDec 2, 2022 to Mar 31, 2023
- RAUM · $632M to $769MDec 2, 2022 to Mar 31, 2023
- Accounts · 42 to 35Nov 5, 2021 to Mar 30, 2022
- Advisory employees · 13 to 15Nov 5, 2021 to Mar 30, 2022
- Pooled vehicle clients · 11 to 4Nov 5, 2021 to Mar 30, 2022
- Employees · 104 to 117Nov 5, 2021 to Mar 30, 2022
- Discretionary RAUM · $2.4B to $632MNov 5, 2021 to Mar 30, 2022
Signals
19 dated events
- Blackrock Asset Management Schweiz Ag reported RAUM $2.4B, up 51% from $1.6B (2026-01-27 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Blackrock Asset Management Schweiz Ag reported RAUM $1.6B, up 28% from $1.3B (2025-02-12 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Dirk Klee (Director) appeared on Schedule A of Blackrock Asset Management Schweiz AgDec 6, 2024 · Control person joined · fact
- Jakob David Blumer (Chairman) no longer on Schedule A of Blackrock Asset Management Schweiz Ag (listed 2024-05-02, absent 2024-05-17)May 17, 2024 · Control person left · inference
- Blackrock Asset Management Schweiz Ag reported RAUM $1.3B, up 65% from $768.9M (2023-11-22 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Alice Ida Maria Mirjam Staub-Bisang (Director) no longer on Schedule A of Blackrock Asset Management Schweiz Ag (listed 2022-12-02, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Nmm Bernhardt Cornelia (Chief Compliance Officer) no longer on Schedule A of Blackrock Asset Management Schweiz Ag (listed 2022-09-01, absent 2022-12-02)Dec 2, 2022 · Control person left · inference
- Kuensang Gangshontsang (Chief Compliance Officer) appeared on Schedule A of Blackrock Asset Management Schweiz AgDec 2, 2022 · Control person joined · fact
- Blackrock Asset Management Schweiz Ag reported RAUM $631.7M, down 73% from $2.4B (2021-11-05 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Johanne Ellen Bakke Mawdsley (Director) appeared on Schedule A of Blackrock Asset Management Schweiz AgOct 19, 2020 · Control person joined · fact
- Holm Soren Mose (Director) appeared on Schedule A of Blackrock Asset Management Schweiz AgOct 19, 2020 · Control person joined · fact
- Harald Peter Athanassoglou (Director) no longer on Schedule A of Blackrock Asset Management Schweiz Ag (listed 2019-11-07, absent 2020-01-31)Jan 31, 2020 · Control person left · inference
- Nmn Susanne Haury Von Siebenthal (Director) no longer on Schedule A of Blackrock Asset Management Schweiz Ag (listed 2019-11-07, absent 2020-01-31)Jan 31, 2020 · Control person left · inference
- John Nicholas Gibson (Chief Compliance Officer) no longer on Schedule A of Blackrock Asset Management Schweiz Ag (listed 2019-10-04, absent 2019-11-07)Nov 7, 2019 · Control person left · inference
- Nmm Bernhardt Cornelia (Chief Compliance Officer) appeared on Schedule A of Blackrock Asset Management Schweiz AgNov 7, 2019 · Control person joined · fact
- Peter Michael Burch (Ceo) no longer on Schedule A of Blackrock Asset Management Schweiz Ag (listed 2018-12-21, absent 2019-03-27)Mar 27, 2019 · Control person left · inference
- Blackrock Asset Management Schweiz Ag reported RAUM $3.7B, down 30% from $5.3B (2017-08-28 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- Blackrock Private Equity Partners Ag reported succeeding to the business of Another Adviser (Form ADV Item 4)Jun 19, 2014 · Succession (Item 4) · fact
- Blackrock Private Equity Partners Ag filed its initial SEC registration (Form ADV)Aug 16, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Blackrock Asset Management Schweiz Ag · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/preqinreportedpublic 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
- 41 44 297 7373reportedpublic 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