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TA Realty LLC
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CRD # | 108586 |
SEC # | 801-57460 |
CIK # | |
AUM | $2.2 BB (2023-03-30) |
Employees | 119 (61% Investors, 4% Brokers) |
Phone | 617-476-2700 |
Address | One Federal Street, 17th Floor Boston, MA 02110 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | TA Realty Core Property Fund PF-1 LP | [2019-03-28] | 1,048.4 | 1,523.4 |
Other | TA Realty Core Property Fund PF-2 LP | [2019-03-28] | 518.8 | 661.0 |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 1 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 14 | 2.2 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 3 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 3 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 2 | 2.2 |
By Discretionary | ||
Discretionary | 2 | 2.2 |
Non-Discretionary | 0 | 0.0 |
Total | 2 | 2.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 2.2 | |
Total | 2 | 2.2 |
Form D Directors | # Filings | # Firms | 2011 - 2023 |
---|---|---|---|
Patrick Fisher | 19 | ||
Scott Dalrymple | 10 | ||
James Buckingham | 8 | ||
James Raisides | 8 | ||
Michael Ruane | 6 | ||
Thomas Landry | 5 | ||
Nathan Foss | 5 | ||
Sean Ruhmann | 5 | ||
Entity Tar Cpf GP LLC | 4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Montag A & Associates Inc
✚
|
GA | 2.2 |
Swan Global Investments LLC
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|
CO | 2.2 |
Transform Wealth LLC
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|
CO | 2.2 |
Gerber Kawasaki Inc
✚
|
CA | 2.2 |
Rocky Mountain Advisers LLC
✚
|
KS | 2.2 |
Colony Family Offices LLC
✚
|
NC | 2.2 |
Financial Dimensions Group Inc
✚
|
MN | 2.2 |
Schneider Downs Wealth Management Advisors LP
✚
|
PA | 2.2 |
Kellogg Asset Management LLC
✚
|
WI | 2.2 |
Dundas Partners LLP
✚
|
2.2 |