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| TDA Inc
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| CRD # | 112016 |
| SEC # | 801-39280 |
| CIK # | |
| AUM | 969.3 M (2025-12-15) |
| Employees | 22 (23% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 650-343-6333 |
| Address | 2025 Pioneer Court San Mateo, CA 94403 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (12/15/2025) [Brochure] |
|---|
Item 5 Fees and Compensation Please refer to the "Advisory Business" section in this brochure for information on our advisory fees and refund policy according to each service we offer. |
| Account Minimums and Types of Clients — Form ADV Part 2A (12/15/2025) [Brochure] |
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Item 7 Types of Clients Our clients are pension and profit sharing plans only. In addition we are the manager to a pooled investment vehicle. There is a minimum investor commitment of $5,000,000 in the pooled investment vehicle which may be waived at our sole discretion. |
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | TDA Strategic Real Estate Fund LLC | 2021-12-02 | 86.1 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 127.2 |
| (g) Pension and profit sharing plans | 3 | 842.1 |
| (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 | 969.3 |
| By Discretionary | ||
| Discretionary | 4 | 969.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 969.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 969.3 | |
| Total | 4 | 969.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional |
| Fund Types | Real Estate |
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|---|---|---|
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|
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|
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