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| Happy Holidays!! thanks for using AUM13F!! |
| TA Capital Management LLC
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| CRD # | 169326 |
| SEC # | 801-78797 |
| CIK # | |
| AUM | $343.9 M (2025-03-28) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 646-290-5660 |
| Address | 123 Egg Harbor Rd Unit 506 Sewell, NJ 08080 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 8.3 |
| (b) Individuals (high net worth individuals) | 48 | 312.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 22.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 292 | 343.9 |
| By Discretionary | ||
| Discretionary | 41 | 99.7 |
| Non-Discretionary | 251 | 244.2 |
| Total | 292 | 343.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 343.9 | |
| Total | 292 | 343.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DS Investment Advisors
✚
|
MI | 0.3 |
|
Reframe Wealth LLC
✚
|
VA | 0.3 |
|
Mokosak Advisory Group LLC
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IA | 0.3 |
|
Signet Investment Advisory Group Inc
✚
|
RI | 0.3 |
|
Thirtynorth Investments LLC
✚
|
LA | 0.3 |
|
Guardian Wealth Management LLC
✚
|
TN | 0.3 |
|
Veripax Wealth Management Inc
✚
|
CA | 0.3 |
|
CMG Global Holdings LLC
✚
|
TX | 0.3 |
|
Envision Capital Management Inc
✚
|
0.3 | |
|
Platt Wealth Management LLC
✚
|
CA | 0.3 |