Tiaa-Cref Tuition Financing, Inc.

RIASEC RegisteredEst. 1999
Total AUM
$70.5B
Discretionary
$0
0% of AUM
Avg account
$7.8B
Accounts
9
Employees
65
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
108580
Registered since
September 10, 1999
Custodians
BANK OF NEW YORK MELLON CORP, NORTHERN TRUST SECURITIES, INC.
Fee structure
Other
Client types
  • State / Municipal Government100%

Firm profile

FINTRX

Overview

Tiaa-Cref Tuition Financing, Inc. is a corporation registered with the SEC (since 1999) that serves institutional clients. The firm is classified as unclassified in the available filing and is identified as a Registered Municipal Advisor. It reports an “other” fee structure and does not present itself as a capital allocator. The filing characterizes the firm as a domestic entity/individual owner type and indicates it is not an active ESG investor, not a multi-state adviser, and not a newly formed adviser. Industry affiliations listed in the filing indicate broader engagement across financial services: broker-dealer, other investment adviser, commodity pool operator/CTA, banking or thrift institution, insurance company, pension consultant, and sponsor/GP/managing member of pooled investment vehicles. That mix suggests the entity operates in several capacities beyond municipal advisory work, including roles tied to pooled vehicles and institutional distribution or custody relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, Other 16%84%
  • Public Funds/Mutual Funds84%
  • Other16%

Contacts

3 of 5
  • Ross Abbott

    Ross Abbott

    Managing DirectorCRD 2756063

  • Christopher Lynch

    Christopher Lynch

    PresidentCRD 1985050

  • Colin Pierce

    Colin Pierce

    Senior Managing DirectorCRD 2618832

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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