Teachers Insurance And Annuity Assoc Of America
$8.5B reported client assets across 4 advisory firms in FY2021 annual amendments
Reported client assets over time
$4.1B
$8.3B
2018
2021
Same-firm comparison: 3 firms that reported Teachers Insurance And Annuity Assoc Of America in both FY2020 and FY2021 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2018, 2019 are shown but partial — only FY2018: 2 cohort firms, FY2019: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Concord Advisory Group Ltd | $7.7B | $45.4B | 17.0% | 03/30/2022 |
| Ironshore Financial, Llc | $556M | $1.1B | 52.3% | 03/08/2022 |
| Trg Investment Advisors, Llc | $185M | $703M | 26.4% | 03/01/2022 |
| Mariaca Wealth Management, Llc | $7.1M | $236M | 3.0% | 02/15/2022 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.