Clients
Ta Associates Management serves 29 clients. The average client has about $1.90 billion with the firm.
- Pooled investment vehicles29 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 29 | $55,067,878,100 | 100.0% | $1.90B |
| Total | 29 | $55,067,878,100 | 100% | $1.90B |
- Clients
- 29
- Regulatory AUM
- $55,067,878,100
- Share
- 100.0%
- Avg. per client
- $1.90B
Total
- Clients
- 29
- Regulatory AUM
- $55,067,878,100
- Share
- 100%
- Avg. per client
- $1.90B
What it does
Ta Associates Management provides portfolio management for pooled vehicles. It is paid through a percentage of assets and other arrangements.
Ta Associates Management advises 30 private funds.
100.0% of assets ($55.07B across 29 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Ta Associates Management has custody of client assets.
- All other custodians$55.07B100%
Ownership and leadership
Ta Associates Management Holding, L.P. owns 75% or more of Ta Associates Management, and Ajit Nedungadi is its CEO.
- Owns 75% or more of Ta Associates Management, L.P.
Ta Associates Management Holding, L.P.
Control person · since February 2012
Ta Associates, L.P.
General partner · Control person · since February 2012
- Owns 75% or more of Ta Associates, L.P.
Ta Associates US Holding LLC
Control person · since February 2012
Leadership
- Ajit NedungadiCo-Managing Partner, Chief Executive Officer and Chair of the Executive Committee of Ta Associates, L.P.
- Melanie ToomeyChief Financial Officer, Management Company
- Gregory WallaceChief Financial Officer, Funds
- Jennifer BarbettaManaging Director and Chief Operating Officer
- Kelly RieraChief Compliance Officer
- Todd CrockettManaging Director and Member of the Executive Committee
- Hythem El-NazerCo-Managing Partner and Member of the Executive Committee
- Arthur PriceGeneral Counsel
- Jason WerlinManaging Director and Member of the Executive Committee
Staff
- 266 employees
- 192 in advisory functions
Fees
Ta Associates Management is paid through a percentage of assets under management and other.
Ta Associates Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Ta Associates Management has 2 offices, with 3 listed addresses across 3 states.
California · 1 listed address
- 64 Willow Place, Menlo Park
Massachusetts · 1 listed address
- 200 Clarendon Street, 56th Floor, BostonHQ
Texas · 1 listed address
- 515 Congress Ave, Austin
Other business names
Ta Associates Management has reported 4 other business names to the SEC.
- Ta Associates (uk), LLP (relying Adviser)
- Ta Associates Advisory (mauritius) LTD. (relying Adviser)
- Ta Associates Advisory Private Limited (relying Adviser)
- Ta Associates Asia Pacific Limited (relying Adviser)
Registration details
- Legal name
- Ta Associates Management, L.P.
- Headquarters
- 200 Clarendon Street, 56th Floor, Boston, MA 02116
- Phone
- 617-574-6700
- Website
- Not reported
- SEC file
- 801-74026
- Structure
- Delaware limited partnership
- Fiscal year end
- December
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. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Ta Associates Management have?
Ta Associates Management has 29 clients and manages $55.1 billion for them, as of May 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 May 2026
What services does Ta Associates Management offer?
Ta Associates Management provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Ta Associates Management have?
Ta Associates Management has 0 investment adviser representatives registered with state securities authorities, out of 266 employees, and 192 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Ta Associates Management?
Ta Associates Management is owned through a chain of holding companies by Ta Associates US Holding LLC. Its direct owner is Ta Associates Management Holding, L.P. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 May 2026
How does Ta Associates Management get paid?
Ta Associates Management is paid through a percentage of assets under management and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
