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Gregory Wallace

Chief Financial Officer, Funds at Ta Associates Management

Officer record from the firm’s Form ADVForm ADV filed 26 May 2026

Gregory Wallace is Chief Financial Officer, Funds of Ta Associates Management, L.P., a Boston investment adviser.

Role at Ta Associates Management

Title on Schedule A
Chief Financial Officer, Funds
Control
Gregory Wallace is a control person of Ta Associates Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Gregory Wallace has held the filed role since January 2019.

The firm

Ta Associates Management, L.P.
Boston, MA

Form ADV filed 26 May 2026

$55.1B AUM29 clients192 advisers3 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Gregory Wallace is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Gregory Wallace
CRD
7356720
Firm
Ta Associates Management, L.P.
Record basis
Form ADV officer listing
Firm bio
ta.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

TA says Gregory Wallace oversees the TA Funds’ financial operations, including financial statements, valuation, cash management, fund investment structuring, public securities trading and tax compliance. Official firm biography

Education

Common questions

Where does Gregory Wallace work?

Gregory Wallace has been Chief Financial Officer, Funds of Ta Associates Management, L.P. since January 2019, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 26 May 2026

Leadership at Ta Associates Management

Sources

  1. IAPD individual lookup, CRD 7356720. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Ta Associates Management, L.P., filed 26 May 2026. Title, control and ownership bands.
  3. Ta Associates Management team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Gregory Wallace or Ta Associates Management, L.P. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.