Tiaa-Cref Tuition Financing, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 108580
- Registered since
- September 10, 1999
- Website
- www.tiaa.org
- Custodians
- BANK OF NEW YORK MELLON CORP, NORTHERN TRUST SECURITIES, INC.
- Fee structure
- Other
- Client types
- State / Municipal Government100%
Firm profile
FINTRXOverview
Tiaa-Cref Tuition Financing, Inc. is a corporate, institutional registered investment adviser that serves institutional clients and is registered as a municipal advisor. The firm has been SEC-registered since 1999 and operates under a fee structure categorized as "other." FINTRX characterizes it as a non–capital-allocator organization, meaning its primary business is advisory and municipal advisory services rather than acting principally as an allocator to external managers on behalf of other investors. The adviser is documented as having domestic ownership with individual involvement and holds several industry affiliations — including broker-dealer activity, other investment adviser relationships, CPO/CTA ties, banking/thrift and insurance connections, pension consulting, and roles as sponsor or managing member of pooled vehicles. The firm is not identified as an active ESG investor and is not a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Other16%
Contacts
3 of 5
Ross Abbott
Managing DirectorCRD 2756063

Christopher Lynch
PresidentCRD 1985050

Colin Pierce
Senior Managing DirectorCRD 2618832
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Blackstone Asset Based Finance Advisors LP
RIANew York, NY
Goldentree Asset Management LP
RIANew York, NY
Blackstone Real Estate Special Situations Advisors L.L.C.
RIANew York, NY
Betterment
RIANew York, NY
Carlyle Global Credit Investment Management L.L.C.
RIANew York, NY
RBC Rochdale, LLC
RIANew York, NY