|
⚲
|
| TDA Inc
✚
| |
|---|---|
| CRD # | 112016 |
| SEC # | 801-39280 |
| CIK # | |
| AUM | $805.6 MM (2023-12-11) |
| Employees | 20 (25% Investors, 0% Brokers) |
| Phone | 650-343-6333 |
| Address | 2025 Pioneer Court San Mateo, CA 94403 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | TDA Strategic Real Estate Fund LLC | 2021-12-02 | 60.9 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 60.9 |
| (g) Pension and profit sharing plans | 3 | 744.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 805.6 |
| By Discretionary | ||
| Discretionary | 4 | 805.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 805.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 805.6 | |
| Total | 4 | 805.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Grandview Property Partners LLC
✚
|
CT | 0.8 |
|
Greenlake Asset Management LLC
✚
|
CA | 0.8 |
|
Driftwood Advisors LLC
✚
|
FL | 0.8 |
|
Berkadia Capital Advisors LLC
✚
|
PA | 0.8 |
|
Roosevelt Management Company LLC
✚
|
NY | 0.8 |
|
Bridge33 Investment Management LLC
✚
|
WA | 0.8 |
|
PSC Manager LLC
✚
|
PA | 0.8 |
|
Taylor Derrick Capital LLC
✚
|
UT | 0.8 |
|
Valstone Partners VI LLC
✚
|
MI | 0.8 |
|
Shorenstein Investment Advisers LLC
✚
|
CA | 0.8 |