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TDA Inc
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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) |
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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 |