TIAA Kaspick, LLC
● SEC registered since 1986CRD 104554SEC# 801-28179Boston, MA
Reg. AUM
$8.74B
Employees
115
Accounts
6,140
Location
Boston, MA
TIAA Kaspick, LLC assets under management
TIAA Kaspick, LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 1986. It reports $8.7 billion in regulatory assets under management and employs 115 people.
TIAA Kaspick, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Damon Whelchel Control | Chief Investment Officer | Under 5% | 2024 |
| David Sean Lyons Control | Chief Compliance Officer | Under 5% | 2018 |
| Derek James Heaslip Control | Manager | Under 5% | 2023 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does TIAA Kaspick, LLC manage?
TIAA Kaspick, LLC reports $8.7 billion in regulatory assets under management on its Form ADV.
How many employees does TIAA Kaspick, LLC have?
TIAA Kaspick, LLC reports 115 employees.
Where is TIAA Kaspick, LLC located?
TIAA Kaspick, LLC is based in Boston, MA and has been SEC-registered since 1986.
Does TIAA Kaspick, LLC disclose fund performance?
TIAA Kaspick, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Federal St., 19th Floor, Boston, MA 02110-1313 |
| Phone | 650-585-4100 |
| Fax | 650-595-1080 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1735101 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$8.74B▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$8.74Bregulatory AUM
Discretionary $8.72BNon-discretionary $14.2M