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Manager · TIAA Kaspick, LLC

Derek James Heaslip

CRD 6318596 · Named on Form ADV at 2 SEC-registered advisers

At a glance

TIAA Kaspick, LLC, an SEC-registered asset manager based in Boston, MA with $8.7 billion in regulatory assets, lists Derek James Heaslip on its Form ADV as Manager, a control person. The SEC filings also name Derek at 1 other registered adviser.

Firms and roles

AtlasMembers

Derek’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (21)

16 more people named with Derek on the same filings, with titles and firms. Free in Atlas with a free account.

See all 21 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Derek’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.