| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Finkle Control | Member, Board Of Managers | Under 5% | 2022 |
| Damon Whelchel Control | Chief Investment Officer | Under 5% | 2024 |
| David Sean Lyons Control | Chief Compliance Officer | Under 5% | 2018 |
TIAA Kaspick, LLC reports $8.5 billion in regulatory assets under management on its Form ADV.
TIAA Kaspick, LLC reports 115 employees.
TIAA Kaspick, LLC is based in Boston, MA and has been SEC-registered since 1986.
TIAA Kaspick, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 70 Franklin Street, 7th Floor, Boston, MA 02110-1313 |
| Phone | 650-585-4100 |
| Fax | 650-595-1080 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1735101 |
| Discloses disciplinary history | Yes |
| Discretionary | $8.5B |
| Non-discretionary | $6.9M |
| Total (RAUM) | $8.51B |