BlackRock Investment Management, LLC logo

BlackRock Investment Management, LLC

Updated today

Client assets under management

$58,220,246,028

Clients

9,023

47% high-net-worth

Advisors

674

of 1,589 employees

Firm type

Investment Manager

May not manage individual clients

Average account size

$6,452,427

About

BlackRock Investment Management, LLC (BIM) provides investment management to a broad client base including institutional clients, US-registered funds (including ETFs), private funds, separately managed accounts and high‑net‑worth and other individual investors, managing approximately $676.7 billion in client assets as of 12/31/2025. Services include discretionary and non‑discretionary portfolio management across cash management, equity, fixed income, multi‑asset and private markets strategies, as well as programmatic offerings such as SMA program participation and model portfolio licensing.

BIM combines active, model‑based and index approaches and implements mandates through a mix of in‑house portfolio teams, sub‑advisory arrangements and model/target portfolios; it also delivers research and digital tools (including AI‑enabled analytics) and uses the firm’s Aladdin platform for portfolio construction, risk analytics and trade execution support. BIM participates in a range of client engagement models — from institutional IMAs and glidepath services to dual‑contract SMA programs and recently developed Private Market SMA Strategies that allocate to affiliated and third‑party private market funds.

Compared with many peers, BIM is notable for its breadth of affiliated capabilities that extend beyond typical portfolio management: for example, BlackRock’s trust-bank affiliate (BTC) is registered with the Municipal Securities Rulemaking Board as a municipal advisor, and BIM now operates within an expanded private financing platform following the HPS and ElmTree acquisitions that created Private Financing Solutions. The firm also combines fund advisory, securities‑lending agent roles and technology licensing (Aladdin and related digital services) with participation in third‑party SMA and model‑portfolio programs, which can affect how investment opportunities and operational services are sourced and allocated across clients.

Client services

Portfolio management Selection of other advisers

Expertise

Wealth management Private / alternative investments Real estate investing Tax-loss harvesting

Occupation focus

Executive Founder/Business Owner

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Fee options

Percentage

$0 - $1,000,000: 0.35% $1,000,000 - $3,000,000: 0.30% $3,000,000 - $5,000,000: 0.25% $5,000,000 - $10,000,000: 0.22% $10,000,000 - $20,000,000: 0.20% $20,000,000+: 0.15%

Performance-based

Certain BlackRock Private Funds and Institutional SMAs may charge performance-based fees or allocations, as described in Item 6. Fees and allocations can be fixed, fixed plus performance, or performance only, with certain fixed fees paid upfront. Performance-based fees may be charged quarterly, annually, or upon withdrawal/redemption.

Other

Account minimum: $100,000 (Private Market SMA Strategies); $250,000 (Dual Contract SMA Program accounts generally for equity and fixed income accounts); $500,000 (Minimum account size for Premium Access Strategies accounts managed by BIM) Minimum fee: Dual Contract SMA Program accounts generally are subject to a minimum fee determined by applying the fee schedule to the applicable minimum account size.

Main office location

BlackRock Investment Management, LLC

1 University Square Drive

Princeton NJ 08540, United States

Number of offices

14

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Monica B

Series 66

Princeton, NJ

BlackRock Investment Management, LLC

Monica Bueno Bragado is a financial advisor at BlackRock Investment Management, LLC with three years of industry experience. She holds a Series 66 designation and has worked at BlackRock since 2019, following roles at Grupo Financiero Banorte and Cemex Mexico. BlackRock Investment Management, LLC provides investment management services to a wide range of clients, including institutional accounts, pension plans, corporations, and individual investors. The firm offers diverse strategies across equity, fixed income, multi-asset, and private markets, utilizing active, index, and model-based approaches supported by centralized risk and portfolio technology.

Wealth management Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner
user avatar

Antonio B

Series 66

Princeton, NJ

BlackRock Investment Management, LLC

Antonio Bonton is a financial advisor at BlackRock Investment Management, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. BlackRock Investment Management, LLC provides investment management services to a wide range of clients, including institutional accounts, pension plans, corporations, and high-net-worth individuals. The firm offers diverse investment strategies across equity, fixed income, multi-asset, and private markets, utilizing centralized risk and portfolio technology alongside AI-powered tools for financial intermediaries.

Wealth management Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner
user avatar

Obinna E

Series 66

Princeton, NJ

BlackRock Investment Management, LLC

Obinna Ezeife is a financial advisor at BlackRock Investment Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America N.A., Merrill, Crump Life Insurance Services, and P.J. Robb Variable Corp. He is based in Princeton, NJ. BlackRock Investment Management, LLC provides investment management services to a diverse client base including institutional accounts, pension plans, corporations, and individual investors. The firm offers a range of strategies such as active, index, and model-based approaches, supported by centralized risk and portfolio technology, and maintains a unique municipal advisory capability through its banking affiliate.

Wealth management Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner
user avatar

Amanda M

Series 66

Princeton, NJ

BlackRock Investment Management, LLC

Amanda Marchese is a financial advisor at BlackRock Investment Management, LLC with nine years of industry experience. She holds a Series 66 designation and has been with BlackRock since 2016, following a one-year tenure at Wells Fargo. BlackRock Investment Management serves a diverse client base including institutional separate accounts, pooled vehicles, private funds, pension and profit-sharing plans, corporations, charitable organizations, as well as high-net-worth and individual investors. The firm offers a range of equity, fixed income, cash management, multi-asset, and private markets strategies, utilizing active, index, and model-based approaches supported by centralized risk and portfolio technology.

Wealth management Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner
user avatar

Andrew P

Series 66

Princeton, NJ

BlackRock Investment Management, LLC

Andrew Provitola is a financial advisor with BlackRock Investment Management, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at BlackRock and work in academic services and the restaurant industry. BlackRock Investment Management, LLC serves a diverse client base including institutional accounts, pension plans, corporations, and high-net-worth individuals. The firm offers a range of strategies across equity, fixed income, and private markets, utilizing both active and index approaches supported by centralized risk and portfolio technology.

Wealth management Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner
user avatar

Michael V

Series 63, Series 65

Princeton, NJ

BlackRock Investment Management, LLC

Michael Valenti is a financial advisor at BlackRock Investment Management, LLC with 12 years of industry experience. He has been with BlackRock since 2016 and also maintains a role at Bruderman Brothers LLC. Valenti holds Series 63 and Series 65 designations. BlackRock Investment Management, LLC provides investment management services to a broad range of clients, including institutional accounts, pension plans, corporations, and high-net-worth individuals. The firm employs active, index, and model-based strategies supported by centralized risk and portfolio technology and offers specialized capabilities such as municipal advisory services and private financing solutions.

Wealth management Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner
user avatar

John Dylan R

Series 63, Series 65

Minneapolis, MN

BlackRock Investment Management, LLC

John Dylan Romann is a financial advisor at BlackRock Investment Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Invesco, Grayscale, and Stadion Money Management. BlackRock Investment Management, LLC provides investment management services to a wide range of clients, including institutional separate accounts, private funds, pension plans, corporations, and high-net-worth individuals. The firm offers active, index, and model-based strategies supported by centralized risk and portfolio technology, and maintains a notable municipal advisory capability through its banking affiliate.

Wealth management Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner
user avatar

Antonio A

Series 66

Princeton, NJ

BlackRock Investment Management, LLC

Antonio Almirall is a financial advisor with BlackRock Investment Management, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Morgan Stanley, Aberdeen Standard Investments, UBS International, and Banco Santander International. BlackRock Investment Management, LLC provides investment management to a diverse client base, including institutional separate accounts, pooled vehicles, pension plans, corporations, charitable organizations, and high-net-worth individuals. The firm offers a range of strategies across equity, fixed income, cash management, multi-asset, and private markets, utilizing active, index, and model-based approaches supported by centralized risk and portfolio technology.

Wealth management Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner
user avatar

Austen E

Series 66

Princeton, NJ

BlackRock Investment Management, LLC

Austen Elvekrog is a financial advisor at BlackRock Investment Management, LLC with one year of industry experience. He holds a Series 66 designation and has worked at BlackRock since 2023. Prior to his advisory role, he was a full-time student at Villanova University and has experience in various non-financial roles. BlackRock Investment Management, LLC provides investment management services to a wide range of clients, including institutional separate accounts, pension plans, corporations, and individual investors. The firm offers diverse strategies across equity, fixed income, multi-asset, and private markets, utilizing active, index, and model-based approaches supported by advanced risk and portfolio technology.

Wealth management Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner
user avatar

Ian U

Series 63, Series 65

Ellicott City, MD

BlackRock Investment Management, LLC

Ian Uhar is a financial advisor at BlackRock Investment Management, LLC with 15 years of industry experience. He has been with BlackRock Fund Advisors since 2011. He holds Series 63 and Series 65 designations. BlackRock Investment Management, LLC provides investment management services to a wide range of clients, including institutional separate accounts, private funds, pension plans, corporations, and individual investors. The firm offers diverse strategies across equity, fixed income, and private markets, utilizing active, index, and model-based approaches supported by centralized risk and portfolio technology.

Wealth management Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner
user avatar

Thomas C

Series 63, Series 65

Princeton, NJ

BlackRock Investment Management, LLC

Thomas Cannataro Jr. is a financial advisor at BlackRock Investment Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill Lynch Investment Managers and BlackRock Investments since 2006. Outside of his advisory role, he serves on the finance council for Christ the King Parish in Haddonfield, NJ. BlackRock Investment Management, LLC provides investment management services to a wide range of clients, including institutional accounts, pension plans, corporations, and high-net-worth individuals. The firm offers diverse investment strategies and utilizes advanced risk and portfolio technology, with a notable municipal advisory capability through its banking affiliate.

Wealth management Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner
user avatar

Scott D

Series 63, Series 65

Princeton, NJ

BlackRock Investment Management, LLC

Scott Dohemann is a financial advisor at BlackRock Investment Management, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with BlackRock since 2014. BlackRock Investment Management, LLC provides investment management services to a diverse client base, including institutional accounts, private funds, pension plans, corporations, charitable organizations, and high-net-worth individuals. The firm offers a range of strategies across equity, fixed income, multi-asset, and private markets, utilizing active, index, and model-based approaches supported by advanced risk and portfolio technology.

Wealth management Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner
user avatar

Todd S

Series 66

Princeton, NJ

BlackRock Investment Management, LLC

Todd Sundheimer is a financial advisor with BlackRock Investment Management, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with BlackRock Investments, Inc. since 1999. BlackRock Investment Management, LLC provides investment management services to a diverse range of clients, including institutional separate accounts, private funds, pension plans, corporations, and high-net-worth individuals. The firm employs active, index, and model-based strategies supported by centralized risk and portfolio technology, and maintains a municipal advisory capability through its banking/trust affiliate.

Wealth management Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner
user avatar

Jordan D

Series 66

Princeton, NJ

BlackRock Investment Management, LLC

Jordan Dirks is a financial advisor at BlackRock Investment Management, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank, NA, and Alliance Bernstein. BlackRock Investment Management, LLC provides investment management services to a diverse client base, including institutional accounts, private funds, pension plans, corporations, charitable organizations, and individual investors. The firm offers a range of strategies such as active, index, and model-based approaches, supported by centralized risk and portfolio technology, and maintains a unique municipal advisory capability through its affiliated banking/trust entity.

Wealth management Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner
user avatar

Caroline P

Series 66

Princeton, NJ

BlackRock Investment Management, LLC

Caroline Perry is a financial advisor at BlackRock Investment Management, LLC with seven years of industry experience. She holds the Series 66 designation and has been with BlackRock since 2018. Prior to her current role, she worked briefly at Great American Insurance Group and Jeni's Splendid Ice Creams and spent time as a full-time student. BlackRock Investment Management, LLC provides investment management services to a diverse range of clients, including institutional accounts, pension plans, corporations, and individual investors. The firm employs active, index, and model-based strategies and offers technology-driven portfolio solutions, with capabilities that include municipal advisory services and private financing platforms.

Wealth management Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner
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