Tiaa Kaspick, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 26, 2026, reports $8.7B in regulatory assets under management, 115 employees, 3 offices, and 6,140 accounts.
Assets Under Management
$8.7B
Employees
115
Offices
3 offices
Total Clients
154
Primary office
BOSTON, MA
100 FEDERAL ST., 19TH FLOOR, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentCharitable represent 90.3% of total clients.
Top client categories% of clientsClients
1
Charitable
90.3%
139
2
Individuals
9.7%
15
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.7Bas of March 26, 2026
Discretionary99.8%
$8.7B
100% of total RAUM99.8%
Non-discretionary0.2%
$14M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$8.7B
Total Accounts6,140
10Y AUM Change+$2.6B (+43.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees115
Clients per Employee1:1
10Y Employee Change+1 (+0.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.