SourcingSourcing

BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC

C27
CRD 290336·SEC 801-112118·WILMINGTON, DE
AUM
$66.93B
$1B+
Est. Revenue
$669.3M
@ 1% on AUM
Est. EBITDA
$200.8M
@ 30% margin
Est. Deal Value
$1.61B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC
CRD
290336
SEC file #
801-112118
EIN
000000000
DBA names
—

Economics

AUM
$66.93B
AUM band
$1B+
AUM trajectory
'20'26
$758.0M → $66.93B▲ +8730%
Client mix
Pooled Investment Vehicles136
Insurance Companies12
Business Devel Companies2
Investment Companies1

Operations

Employees (total)
39
Advisory staff (per ADV)
35
Advisory staff (5-yr trend)
'20'26
46 advisors → 35 advisors▼ -24%
Primary office
WILMINGTON DE
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Compliance

Disclosures (firm)
9
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BLACKROCK ADVISORS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
BLACKROCK ADVISORS, LLC
Dickson, Robert, Andrew
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002079596
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-08-27
Edgar Last Filing Date
2025-08-27
Edgar Form D Count
1
Edgar Form D Offerings
2025-08-272025-08-27 · 0000950103-25-010806

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2387
Soi Zip Pct 200k Plus
0.0546
Soi Zip Returns 200k Plus
400
Soi Zip Total AGI
558,517
Fdic Zip Total Deposits
62,533,269,000
Fdic Zip Branch Count
125
Fdic Zip Top Banks
The Bancorp Bank
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street487
U.s. Bank27
Bny Mellon4
E*trade4
Fidelity2
Edgar Addresses
Mailing
2951 28TH STREETSUITE 1000SANTA MONICA, NY 90405
Business
2951 28TH STREETSUITE 1000SANTA MONICA, NY 90405
Edgar EIN
000000000
Edgar Recent Filings
D2025-08-27 · 0000950103-25-010806
Fdic Zip Branches Raw
Delaware Trust CompanyWilmington, DE
PNC National BankWilmington, DE
Fdic Zip HHI
8473.41
Fdic Zip Top Bank Share Pct
91.99
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI22,446
Returns1,760
Stub 2
AGI63,755
Returns1,700
Stub 3
AGI75,715
Returns1,230
Soi Zip Total Business Income
11,685
Soi Zip Total Cap Gains
10,361
Soi Zip Total Dividends
9,736
Soi Zip Total Returns
7,330
Trust Company Affiliate
Yes

People (2)

2
Dickson, Robert, Andrew
Executive Officer · 2.5%
7502068
PARK, CHARLES, CHOON SIK
Executive Officer · 2.5%
2704483