TIAA KASPICK, LLC
CRD #104554 SEC #801-28179 BOSTON, MA 650-585-4100
SEC Registered
Total AUM
$8.5B
Discretionary
$8.5B
Employees
115
Clients
--
Accounts
6,169
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $8.5B | $8.5B | $6.9M | 115 | 0 |
| Aug 2024 | $8.1B | $8.1B | $2.4M | 115 | 0 |
| Mar 2024 | $8.1B | $8.1B | $2.4M | 115 | 0 |
| Jan 2024 | $7.3B | $7.3B | $2.6M | 110 | 0 |
| Oct 2023 | $7.3B | $7.3B | $2.6M | 110 | 0 |
| Aug 2023 | $7.3B | $7.3B | $2.6M | 110 | 0 |
| Mar 2023 | $7.3B | $7.3B | $2.6M | 110 | 0 |
| Jan 2023 | $9.1B | $9B | $25.3M | 110 | 0 |
| Jul 2022 | $9.1B | $9B | $25.3M | 110 | 0 |
| Mar 2022 | $9.1B | $9B | $25.3M | 110 | 0 |
| Dec 2021 | $7.6B | $7.6B | $1.7M | 110 | 0 |
| Jul 2021 | $7.6B | $7.6B | $1.7M | 110 | 0 |
| Jun 2021 | $7.6B | $7.6B | $1.7M | 110 | 0 |
| Apr 2021 | $7.6B | $7.6B | $1.7M | 110 | 0 |
| Apr 2021 | $7.6B | $7.6B | $1.7M | 110 | 0 |
| Mar 2021 | $7.6B | $7.6B | $1.7M | 110 | 0 |
| Nov 2020 | $11.6B | $11.6B | $1.6M | 145 | 0 |
| Aug 2020 | $11.6B | $11.6B | $1.6M | 145 | 0 |
| Jun 2020 | $11.6B | $11.6B | $1.6M | 145 | 0 |
| Mar 2020 | $11.6B | $11.6B | $1.6M | 145 | 0 |
| Mar 2020 | $11.6B | $11.6B | $1.6M | 145 | 0 |
| Nov 2019 | $10.5B | $10.5B | $1M | 151 | 0 |
| Mar 2019 | $10.5B | $10.5B | $1M | 151 | 0 |
| Jan 2019 | $11.1B | $11B | $44.2M | 140 | 0 |
| Sep 2018 | $11.1B | $11B | $44.2M | 140 | 0 |
| Jul 2018 | $11.1B | $11B | $44.2M | 140 | 0 |
| Jun 2018 | $11.1B | $11B | $44.2M | 140 | 0 |
| Apr 2018 | $11.1B | $11B | $44.2M | 140 | 0 |
| Mar 2018 | $11.1B | $11B | $44.2M | 140 | 0 |
| Aug 2017 | $6.1B | $6.1B | $57.8M | 114 | 100 |
| May 2017 | $6.1B | $6.1B | $57.8M | 114 | 100 |
| Apr 2017 | $6.1B | $6.1B | $57.8M | 114 | 100 |
| Apr 2017 | $6.1B | $6.1B | $57.8M | 114 | 100 |
| Mar 2017 | $6.1B | $6.1B | $57.8M | 114 | 100 |
| Nov 2016 | $5.7B | $5.7B | $48.7M | 111 | 100 |
| Aug 2016 | $5.7B | $5.7B | $48.7M | 111 | 100 |
| Mar 2016 | $5.7B | $5.7B | $48.7M | 111 | 100 |
| Jan 2016 | $6B | $5.9B | $59.8M | 110 | 26 |
| Nov 2015 | $6B | $5.9B | $59.8M | 110 | 26 |
| Jul 2015 | $6B | $5.9B | $59.8M | 110 | 26 |
| Mar 2015 | $6B | $5.9B | $59.8M | 110 | 26 |
| Mar 2015 | $6B | $5.9B | $59.8M | 110 | 26 |
| Jan 2015 | $5.8B | $5.7B | $62.8M | 123 | 26 |
| Nov 2014 | $5.8B | $5.7B | $62.8M | 123 | 26 |
| Mar 2014 | $5.8B | $5.7B | $62.8M | 123 | 26 |
| Apr 2013 | $5.1B | $4.9B | $225.9M | 106 | 26 |
| May 2012 | $4.1B | $4.1B | $47.5M | 51 | 26 |
| Apr 2012 | $4.1B | $4.1B | $47.5M | 51 | 26 |
| Mar 2012 | $4.1B | $4.1B | $47.5M | 51 | 26 |
| Jul 2011 | $4B | $4B | $48.5M | 51 | -- |
| Apr 2011 | $4B | $4B | $48.5M | 51 | -- |
| Mar 2011 | $4B | $4B | $48.5M | 51 | -- |
| Nov 2010 | $3.7B | $3.6B | $57.4M | 51 | -- |
| Oct 2009 | $3.2B | $3.2B | $45.1M | 51 | -- |
| Jun 2009 | $3.3B | $3.2B | $123.8M | 51 | -- |
| Dec 2007 | $3.9B | $2.9B | $994M | 51 | -- |
| Nov 2007 | $3.9B | $2.9B | $994M | 51 | -- |
| Aug 2007 | $3.9B | $2.9B | $994M | 51 | -- |
| Jun 2007 | $3.9B | $2.9B | $994M | 51 | -- |
| Mar 2007 | $3.9B | $2.9B | $994M | 51 | -- |
| Mar 2006 | $3.3B | $2.9B | $376.9M | 51 | -- |
| Jun 2004 | $2.4B | $2.1B | $304.1M | 51 | -- |
| Mar 2004 | $2.4B | $2.1B | $304.1M | 51 | -- |
| Mar 2004 | $2.4B | $2.1B | $304.1M | 51 | -- |
| Apr 2002 | $2.3B | $2.2B | $105M | 51 | -- |
DateMar 2025
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$6.9M
Employees115
Clients0
DateAug 2024
Total AUM$8.1B
Discretionary$8.1B
Non-Disc.$2.4M
Employees115
Clients0
DateMar 2024
Total AUM$8.1B
Discretionary$8.1B
Non-Disc.$2.4M
Employees115
Clients0
DateJan 2024
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$2.6M
Employees110
Clients0
DateOct 2023
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$2.6M
Employees110
Clients0
DateAug 2023
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$2.6M
Employees110
Clients0
DateMar 2023
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$2.6M
Employees110
Clients0
DateJan 2023
Total AUM$9.1B
Discretionary$9B
Non-Disc.$25.3M
Employees110
Clients0
DateJul 2022
Total AUM$9.1B
Discretionary$9B
Non-Disc.$25.3M
Employees110
Clients0
DateMar 2022
Total AUM$9.1B
Discretionary$9B
Non-Disc.$25.3M
Employees110
Clients0
DateDec 2021
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$1.7M
Employees110
Clients0
DateJul 2021
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$1.7M
Employees110
Clients0
DateJun 2021
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$1.7M
Employees110
Clients0
DateApr 2021
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$1.7M
Employees110
Clients0
DateApr 2021
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$1.7M
Employees110
Clients0
DateMar 2021
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$1.7M
Employees110
Clients0
DateNov 2020
Total AUM$11.6B
Discretionary$11.6B
Non-Disc.$1.6M
Employees145
Clients0
DateAug 2020
Total AUM$11.6B
Discretionary$11.6B
Non-Disc.$1.6M
Employees145
Clients0
DateJun 2020
Total AUM$11.6B
Discretionary$11.6B
Non-Disc.$1.6M
Employees145
Clients0
DateMar 2020
Total AUM$11.6B
Discretionary$11.6B
Non-Disc.$1.6M
Employees145
Clients0
DateMar 2020
Total AUM$11.6B
Discretionary$11.6B
Non-Disc.$1.6M
Employees145
Clients0
DateNov 2019
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$1M
Employees151
Clients0
DateMar 2019
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$1M
Employees151
Clients0
DateJan 2019
Total AUM$11.1B
Discretionary$11B
Non-Disc.$44.2M
Employees140
Clients0
DateSep 2018
Total AUM$11.1B
Discretionary$11B
Non-Disc.$44.2M
Employees140
Clients0
DateJul 2018
Total AUM$11.1B
Discretionary$11B
Non-Disc.$44.2M
Employees140
Clients0
DateJun 2018
Total AUM$11.1B
Discretionary$11B
Non-Disc.$44.2M
Employees140
Clients0
DateApr 2018
Total AUM$11.1B
Discretionary$11B
Non-Disc.$44.2M
Employees140
Clients0
DateMar 2018
Total AUM$11.1B
Discretionary$11B
Non-Disc.$44.2M
Employees140
Clients0
DateAug 2017
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$57.8M
Employees114
Clients100
DateMay 2017
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$57.8M
Employees114
Clients100
DateApr 2017
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$57.8M
Employees114
Clients100
DateApr 2017
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$57.8M
Employees114
Clients100
DateMar 2017
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$57.8M
Employees114
Clients100
DateNov 2016
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$48.7M
Employees111
Clients100
DateAug 2016
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$48.7M
Employees111
Clients100
DateMar 2016
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$48.7M
Employees111
Clients100
DateJan 2016
Total AUM$6B
Discretionary$5.9B
Non-Disc.$59.8M
Employees110
Clients26
DateNov 2015
Total AUM$6B
Discretionary$5.9B
Non-Disc.$59.8M
Employees110
Clients26
DateJul 2015
Total AUM$6B
Discretionary$5.9B
Non-Disc.$59.8M
Employees110
Clients26
DateMar 2015
Total AUM$6B
Discretionary$5.9B
Non-Disc.$59.8M
Employees110
Clients26
DateMar 2015
Total AUM$6B
Discretionary$5.9B
Non-Disc.$59.8M
Employees110
Clients26
DateJan 2015
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$62.8M
Employees123
Clients26
DateNov 2014
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$62.8M
Employees123
Clients26
DateMar 2014
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$62.8M
Employees123
Clients26
DateApr 2013
Total AUM$5.1B
Discretionary$4.9B
Non-Disc.$225.9M
Employees106
Clients26
DateMay 2012
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$47.5M
Employees51
Clients26
DateApr 2012
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$47.5M
Employees51
Clients26
DateMar 2012
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$47.5M
Employees51
Clients26
DateJul 2011
Total AUM$4B
Discretionary$4B
Non-Disc.$48.5M
Employees51
Clients--
DateApr 2011
Total AUM$4B
Discretionary$4B
Non-Disc.$48.5M
Employees51
Clients--
DateMar 2011
Total AUM$4B
Discretionary$4B
Non-Disc.$48.5M
Employees51
Clients--
DateNov 2010
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$57.4M
Employees51
Clients--
DateOct 2009
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$45.1M
Employees51
Clients--
DateJun 2009
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$123.8M
Employees51
Clients--
DateDec 2007
Total AUM$3.9B
Discretionary$2.9B
Non-Disc.$994M
Employees51
Clients--
DateNov 2007
Total AUM$3.9B
Discretionary$2.9B
Non-Disc.$994M
Employees51
Clients--
DateAug 2007
Total AUM$3.9B
Discretionary$2.9B
Non-Disc.$994M
Employees51
Clients--
DateJun 2007
Total AUM$3.9B
Discretionary$2.9B
Non-Disc.$994M
Employees51
Clients--
DateMar 2007
Total AUM$3.9B
Discretionary$2.9B
Non-Disc.$994M
Employees51
Clients--
DateMar 2006
Total AUM$3.3B
Discretionary$2.9B
Non-Disc.$376.9M
Employees51
Clients--
DateJun 2004
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$304.1M
Employees51
Clients--
DateMar 2004
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$304.1M
Employees51
Clients--
DateMar 2004
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$304.1M
Employees51
Clients--
DateApr 2002
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$105M
Employees51
Clients--