SourcingSourcing

BLACKROCK INVESTMENT MANAGEMENT, LLC

C30
CRD 108928·SEC 801-56972·PRINCETON, NJ
AUM
$676.69B
$1B+
Est. Revenue
$6.77B
@ 1% on AUM
Est. EBITDA
$2.03B
@ 30% margin
Est. Deal Value
$16.24B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLACKROCK INVESTMENT MANAGEMENT, LLC
CRD
108928
SEC file #
801-56972
EIN
000000000
DBA names
—

Economics

AUM
$676.69B
AUM band
$1B+
AUM trajectory
'20'26
$257.29B → $676.69B▲ +163%
Client mix
Individuals Other4,754
Individuals High Net Worth4,269
Corporations922
Charitable Organizations454
Investment Companies142

Operations

Employees (total)
1,589
Advisory staff (per ADV)
444
Advisory staff (5-yr trend)
'20'26
469 advisors → 444 advisors▼ -5%
Primary office
PRINCETON NJ
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
blackrock.com

Compliance

Disclosures (firm)
8
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TRIDENT MERGER, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
TRIDENT MERGER, LLC
FINK, LAURENCE, DOUGLAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BLACKROCK.COM
Rdap Domain Creation Date
1997-11-26T05:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
CSC Corporate Domains, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
11
Form 5500 Total Compensation
789,934
Form 5500 Compensation Trajectory 3y
2025405,331
2026384,603
Form 5500 Plan Count Trajectory 3y
20266
20255
Schedule C Total Compensation
789,934
Schedule C Service Provider Rows
11

SEC EDGAR

Edgar Cik
0001305227
Edgar Registered
Yes
Edgar Filing Count
113
Edgar First Filing Date
2004-10-20
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
50
Edgar 13f Latest AUM Estimate
Filing Date2017-02-10
Accession0001086364-17-000004
Edgar Former Names
Merrill Lynch Investment Managers, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
50
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
State Street291
Bny Mellon13
Charles Schwab10
Lpl Financial6
Fidelity5
Edgar Addresses
Mailing
251 LITTLE FALLS DRIVEWILMINGTON, DE 19808
Business
251 LITTLE FALLS DRIVEWILMINGTON, DE 19808
Edgar EIN
000000000
Edgar Recent Filings
13F-NT2026-05-13 · 0001305227-26-000002
13F-NT2026-02-12 · 0001305227-26-000001
Fee Schedule
Bracket Iv31
Bracket I22
Bracket Vi17
Bracket Iii15
Bracket Ix5
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-25T05:00:00Z
Rdap Domain Last Changed
2025-11-21T06:04:52Z
Rdap Nameservers
Ns1.blackrock.comNs2.blackrock.comNs3.blackrock.comNs4.blackrock.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer ProhibitedServer Delete ProhibitedServer Transfer ProhibitedServer Update Prohibited
Trust Company Affiliate
Yes

People (56)

56
FINK, LAURENCE, DOUGLAS
Executive Officer · 2.5%
830137
GOLDSTEIN, ROBERT, LAWRENCE
Executive Officer · 2.5%
2253416
KAPITO, ROBERT, STEVEN
Executive Officer · 2.5%
728399
Meade, Christopher, Joseph
Executive Officer · 2.5%
6728448
PARK, CHARLES, CHOON SIK
Executive Officer · 2.5%
2704483
MARTIN SMALL
Executive Officer · 2.5%
6530364
DAVID JOSEPH DRESSEL
IAR
4328553
BRIAN PATRICK ROACH
IAR
4424366
STEVEN DOMINIC MCCARTHY
IAR
4510028
JARED WAYNE WATSON
IAR
4007760
EVAN ISRAEL BRESLOW
IAR
4029728
WILLIAM RODRIGUEZ
IAR
4222718
RENEE LAUREN GROSSMAN
IAR
4221435
DAVID CHENDAK
IAR
4284620
STEPHANIE JUSTINE JIMENEZ
IAR
4150473
S NICHOLAS NEFOUSE
IAR
4718072
BRIAN JAMES DUNLAP
IAR
4849318
SHAUN MICHAEL DOHERTY
IAR
4856294
MICHAEL G SOSNOWSKI
IAR
4903536
COURTNEY ARMSTRONG GOLISANO
IAR
4913700
Joseph John Capka
IAR
7700840
Charles Malcolm Ashmun
IAR
7301554
GRIFFIN E MCDERMOTT
IAR
7479988
CHRISTOPHER CONFESOR VAZQUEZ
IAR
5750203
Chelsea Reilly Mulkerin
IAR
7973201
Nathaniel Carl Scott
IAR
7972964
Keith Patrick Motusesky
IAR
7971241
Joseph Francis Mezzatesta
IAR
7969240
Thomas James Lidondici
IAR
7971680
Emma Carolina Horrigan
IAR
7969215
Thomas Alexandre Podrasky
IAR
7623661
David Dobson Ouellette
IAR
7489715
Mateo A Fermin
IAR
7486738
Matthew Douglas O'Donnell
IAR
7911793
ALIMU ABUDU
IAR
7025934
JOHN Adam OSTEN
IAR
7264328
Peyton Lasiter
IAR
7331656
Matthew Peter Vaccari
IAR
7291426
Charles Ballard
IAR
7429018
Sackett Terry
IAR
7424120
Samuel Yaw Ntim-Addae
IAR
7408894
Brian Thomas Lawler
IAR
6720206
RAQUEL DEE LEVY
IAR
7001442
Courtney Sabine Durso
IAR
6952197
Garrett James Erickson
IAR
7330999
AMANDA MICHELE SUMMERS
IAR
5182573
JAMES ANDREW RENITSKY
IAR
5151912
CHRISTOPHER DAVID ROCK
IAR
5150112
SNOY, JAIME, TOLLI
IAR
4650979
BENJAMIN DAVID ELLERN
IAR
5020639
LORI JEANNETTE SHJARBACK LONGENBACH
IAR
5054581
SEAN C MCLAIN
IAR
5050004
RYAN DONALD MCNULTY
IAR
4970396
HARSHAL V PATEL
IAR
4960535
ERIC CHRISTOPHER MARINO
IAR
4920101
CHRISTOPHER MOSCATELLO
IAR
5091568