Clients
Tiaa-Cref Tuition Financing serves 9 clients. The average client has about $7.83 billion with the firm.
- State or municipal government entities9 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| State or municipal government entities | 9 | $70,511,420,455 | 100.0% | $7.83B |
| Total | 9 | $70,511,420,455 | 100% | $7.83B |
- Clients
- 9
- Regulatory AUM
- $70,511,420,455
- Share
- 100.0%
- Avg. per client
- $7.83B
Total
- Clients
- 9
- Regulatory AUM
- $70,511,420,455
- Share
- 100%
- Avg. per client
- $7.83B
What it does
Tiaa-Cref Tuition Financing provides other activities. It is paid through other arrangements.
Tiaa-Cref Tuition Financing provided financial planning to 0 clients last fiscal year and advises no private funds.
0.0% of assets ($0 across 0 accounts) are managed with discretion; $70.51B across 9 accounts are not. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Funds84%
- Other16%
- Investments in a guaranteed funding agreement16%
Custodians
Tiaa-Cref Tuition Financing’s client accounts are held mainly at Bank of New York Mellon, with 78% of managed assets, and Northern Trust, with 22%. Tiaa-Cref Tuition Financing does not have custody of client assets.
- Bank of New York MellonBank of New York Mellon Corp · New York, NY · $55.28B78%
- Northern TrustNorthern Trust Corp · Chicago, IL · $15.24B22%
Ownership and leadership
Teachers Insurance and Annuity Association of America owns 75% or more of Tiaa-Cref Tuition Financing.
- Owns 75% or more of Tiaa-Cref Tuition Financing, Inc.
Teachers Insurance and Annuity Association of America
Control person · since March 2015
- Owns 75% or more of Teachers Insurance and Annuity Association of America
Tiaa Board of Governors
Control person · since September 1998
Leadership
- Christopher LynchPresident and Director
- Jeremy IntiharChief Compliance Officer
- Ross Hamlet AbbottDirector
- Jeffrey CarlinDirector
- Colin PierceDirector
Staff
- 65 employees
- 5 in advisory functions
- 6 state-registered reps
- 40 broker-dealer reps
- 5 insurance agents
Fees
Tiaa-Cref Tuition Financing is paid through other.
Tiaa-Cref Tuition Financing’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Tiaa-Cref Tuition Financing has 2 offices (1 private residence, listed without an address), with 2 listed addresses across 2 states.
New York · 1 listed address
- 730 Third Ave, New YorkHQ
North Carolina · 1 listed address
- 8500 Andrew Carnegie BLVD, Charlotte
Registration details
- Legal name
- Tiaa-Cref Tuition Financing, Inc.
- Headquarters
- 730 Third Ave, New York, NY 10017-3206
- Phone
- 212-490-9000
- SEC file
- 801-56817
- Structure
- Delaware corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Tiaa-Cref Tuition Financing have?
Tiaa-Cref Tuition Financing has 9 clients and manages $70.5 billion for them, as of June 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 June 2026
What services does Tiaa-Cref Tuition Financing offer?
Tiaa-Cref Tuition Financing provides other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Tiaa-Cref Tuition Financing use?
Tiaa-Cref Tuition Financing’s separately managed account assets are held at Bank of New York Mellon Corp (New York, NY), with $55,275,475,390 and Northern Trust Corp (Chicago, IL), with $15,235,945,065. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 June 2026
How many financial advisors does Tiaa-Cref Tuition Financing have?
Tiaa-Cref Tuition Financing has 6 investment adviser representatives registered with state securities authorities, out of 65 employees, and 5 perform investment advisory functions. 40 are registered representatives of a broker-dealer and 5 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Tiaa-Cref Tuition Financing invest in?
At the end of its last fiscal year, Tiaa-Cref Tuition Financing’s separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs) and 16% investments in a guaranteed funding agreement. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Tiaa-Cref Tuition Financing?
Tiaa-Cref Tuition Financing is owned through a holding company by Tiaa Board of Governors. Its direct owner is Teachers Insurance and Annuity Association of America (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 June 2026
How does Tiaa-Cref Tuition Financing get paid?
Tiaa-Cref Tuition Financing is paid through other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
