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Tiaa-Cref Individual & Institutional Services, LLC

● SEC registered since 2004CRD 20472SEC# 801-63550New York, NY
Export (members)
Reg. AUM
$37.93B
Employees
1,293
Accounts
72,503
Location
New York, NY

Tiaa-Cref Individual & Institutional Services, LLC assets under management

Tiaa-Cref Individual & Institutional Services, LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2004. It reports $37.9 billion in regulatory assets under management and employs 1,293 people.
www.facebook.com/tiaaView on SEC.gov ↗

Tiaa-Cref Individual & Institutional Services, LLC owners & executives

15 reported
NameTitleOwnershipSince
Benjamin Herbert LewisElected ManagerUnder 5%2023
Christopher Eugene StickrodElected ManagerUnder 5%2023
Derek James HeaslipElected ManagerUnder 5%2023
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Frequently asked questions

How much does Tiaa-Cref Individual & Institutional Services, LLC manage?

Tiaa-Cref Individual & Institutional Services, LLC reports $37.9 billion in regulatory assets under management on its Form ADV.

How many employees does Tiaa-Cref Individual & Institutional Services, LLC have?

Tiaa-Cref Individual & Institutional Services, LLC reports 1,293 employees.

Where is Tiaa-Cref Individual & Institutional Services, LLC located?

Tiaa-Cref Individual & Institutional Services, LLC is based in New York, NY and has been SEC-registered since 2004.

Does Tiaa-Cref Individual & Institutional Services, LLC disclose fund performance?

Tiaa-Cref Individual & Institutional Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address730 Third Avenue, New York, NY 10017-3206
Phone212-490-9000
Fax800-914-8922
Office hours8:15 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK882928
Discloses disciplinary historyYes

Regulatory AUM

$37.93B▲ 10%
Mar '25 — $34.34BApr '25 — $34.34BMay '25 — $34.34BJun '25 — $34.34BJul '25 — $34.34BAug '25 — $34.34BSep '25 — $34.34BOct '25 — $34.34BNov '25 — $34.34BDec '25 — $34.34BJan '26 — $34.34BFeb '26 — $34.34BMar '26 — $37.93BApr '26 — $37.93BMay '26 — $37.93BJun '26 — $37.93B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers

Assets under management

$37.93Bregulatory AUM
Discretionary $37.93B