Tiaa-Cref Investment Management LLC

RIASEC RegisteredEst. 1990
Total AUM
$292B
Discretionary
$292B
100% of AUM
Avg account
$36.5B
Accounts
8
Employees
383
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
107168
Registered since
December 31, 1990
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Tiaa-Cref Investment Management LLC is an institutional registered investment adviser organized as an LLC and SEC-registered since 1990. The firm serves primarily institutional clients and operates in roles beyond typical advisory work: it acts as a CPO/CTA and provides portfolio management services to investment companies. Tiaa-Cref reports being an active ESG investor and maintains a wide set of industry affiliations that include broker-dealer relationships, other investment advisers, registered municipal advisor activity, banking and insurance links, and sponsor/G.P. roles in pooled investment vehicles. The firm’s fee arrangements include asset-based fees, fixed fees and other agreed-upon structures. It is not described as a capital allocator, and its public profile indicates institutional mandates rather than retail or multi-state advisory retail business.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Saira Malik

    Chief Investment OfficerCRD 2181766

Contacts

3 of 5
  • Cinda Whitten

    Cinda Whitten

    Head of Global Investment OperationsCRD 7664303

  • Stuart Brunet

    Registered RepresentativeCRD 1467307

  • Konyinsola Akibayo

    Managing Director and ControllerCRD 8087106

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
730 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth