Tiaa Cref Investment Management Llc
$19.1M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 2 firms that reported Tiaa Cref Investment Management Llc in both FY2024 and FY2025 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. 2020, 2021, 2022, 2023 are shown but partial — only FY2020: 1 cohort firms, FY2021: 1 cohort firms, FY2022: 1 cohort firms, FY2023: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Breakwater Capital, Llc | $18.8M | $157M | 12.0% | 03/31/2026 |
| Hawkins Investment Counsel, Llc | $381K | $168M | 0.2% | 03/30/2026 |
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.