TIAA Kaspick

EST. AUM
$8,737,924,754

CONTACTS
6

CLIENT ACCOUNTS
6,140

Firm Details

Metro area Boston
CRD Number 104554
Website kaspick.com
Client types

Overview

TIAA Kaspick is approx. $8.1B RIA with offices in Boston and San Francisco. Kaspick & Company became an independent subsidiary of TIAA in 2006, and changed its name to TIAA Kaspick in 2017. In 2018, TIAA Kaspick became part of TIAA Endowment & Philanthropic Services, an organization that brings together several businesses that focus on serving the endowment management, planned giving, and institutional-branded donor advised fund needs of institutional clients. TIAA Kaspick manages assets for approximately 120 clients with approx. 6500 accounts (trusts/charitable giving). TIAA Kaspick only manages assets via mutual fund models (no LPs/private investments or SMAs) which range from 8 different strategic asset allocations from aggressive all equity to all fixed income. Historically, have had a value tilt and are very fee conscious. In total they use roughly 20 strategies across 10 fund families. While they have a bias to large asset managers (DFA, Vanguard, PIMCO), they do consider boutiques as appropriate based on their needs. Opportunities/portfolio changes are few and far between, but allocations can be quite large, well over $100M potential. Matt Turcotte is a lead analyst in Boston to meet with and needs direct access to PM's over time.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

TIAA Kaspick

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