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| TIAA-CREF Individual & Institutional Services LLC
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| |
|---|---|
| CRD # | 20472 |
| SEC # | 801-63550 |
| CIK # | 0000882928 |
| AUM | $32.7 BB (2024-08-16) |
| Employees | 1,519 (73% Investors, 93% Brokers) |
| Phone | 212-490-9000 |
| Address | 730 Third Avenue New York, NY 10017-3206 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.4 | |
| MSFT | 1,918.2 | 0.3 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27,334 | 8.1 |
| (b) Individuals (high net worth individuals) | 46,222 | 24.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 21 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 25 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 73,602 | 32.7 |
| By Discretionary | ||
| Discretionary | 73,602 | 32.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 73,602 | 32.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 32.7 | |
| Total | 73,602 | 32.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0000882928] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Teachers Advisors LLC
✚
|
NY | 368.6 |
|
TIAA-CREF Investment Management LLC
✚
|
NY | 249.9 |
|
Nuveen Alternatives Advisors LLC
✚
|
NY | 141.6 |
|
TIAA-CREF Individual & Institutional Services LLC
✚
|
NY | 32.7 |
|
TIAA Advisory LLC
✚
|
NY | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Jasper Ridge Partners LP
✚
|
TX | 35.3 |
|
Earnest Partners LLC
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|
GA | 35.3 |
|
Stancorp Investment Advisers Inc
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|
OR | 34.4 |
|
Jarislowsky Fraser Limited
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|
34.2 | |
|
Capital Group Private Client Services Inc
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|
CA | 34.0 |
|
Atlanta Capital Management Company LLC
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|
GA | 33.2 |
|
Fayez Sarofim & Co LLC
✚
|
TX | 31.4 |
|
BMO Private Investment Counsel Inc
✚
|
30.3 | |
|
Wealthfront Advisers LLC
✚
|
CA | 30.2 |
|
ASB Capital Management LLC
✚
|
MD | 29.7 |