TDA Inc

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Assets, Funds, Holdings

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TDA Inc
CRD #112016
SEC #801-39280
CIK #
AUM 969.3 M (2025-12-15)
Employees 22 (23% Investors, 0% Brokers)
Phone650-343-6333
Address2025 Pioneer Court
San Mateo, CA 94403
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
100080060040020001999200820172027
Type Form D Funds Date Sold AUM
RE TDA Strategic Real Estate Fund LLC 2021-12-02 86.1 M
AUM Breakdown Accounts AUM ($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
ServesInstitutional
Fund TypesReal Estate
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Trinity Fund Advisors LLC
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Long Wharf Capital LLC
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Dome Equities LLC
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Taylor Derrick Capital LLC
UT 910.7 M
Grandview Property Partners LLC
CT 890.1 M
Green Cities Investment Management LLC
OR 875.0 M
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