{"url":"https://nivawealth.com/firms/ta-associates-management-156699","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/156699","regulatoryAum":55067878100,"crd":"156699","secFileNumber":"801-74026","legalName":"Ta Associates Management, L.P.","displayName":"Ta Associates Management","website":null,"linkedinUrl":"https://www.linkedin.com/company/ta-associates","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"200 Clarendon Street, 56th Floor","city":"Boston","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02116"},"tradeNames":["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":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":266,"advisory":192,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":55067878100,"discretionaryAccounts":29,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":29,"regulatoryAum":55067878100}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Ta Associates Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Ajit Nedungadi","title":"Co-Managing Partner, Chief Executive Officer and Chair of the Executive Committee of Ta Associates, L.P.","crd":"6028775"},{"name":"Melanie Toomey","title":"Chief Financial Officer, Management Company","crd":"4708067"},{"name":"Gregory Wallace","title":"Chief Financial Officer, Funds","crd":"7356720"},{"name":"Jennifer Barbetta","title":"Managing Director and Chief Operating Officer","crd":"4092219"},{"name":"Kelly Riera","title":"Chief Compliance Officer","crd":"7326586"},{"name":"Todd Crockett","title":"Managing Director and Member of the Executive Committee","crd":"5886142"},{"name":"Hythem El-Nazer","title":"Co-Managing Partner and Member of the Executive Committee","crd":"4236425"},{"name":"Arthur Price","title":"General Counsel","crd":"6023716"},{"name":"Jason Werlin","title":"Managing Director and Member of the Executive Committee","crd":"7684075"}],"ownership":[{"label":"Ta Associates Management Holding, L.P.","detail":"Limited partner in the 75% or more ownership band and a control person, since February 2012."},{"label":"Ta Associates, L.P.","detail":"Indirect owner: general partner of Ta Associates Management Holding, L.P. and a control person, since February 2012.","parent":"Ta Associates Management Holding, L.P."},{"label":"Ta Associates US Holding LLC","detail":"Indirect owner: general partner of Ta Associates, L.P. and a control person, since February 2012. Also a limited partner of Ta Associates, L.P. in the 75% or more band and a control person, since February 2012.","parent":"Ta Associates, L.P."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"64 Willow Place","city":"Menlo Park"}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"200 Clarendon Street, 56th Floor","city":"Boston","headquarters":true}]},{"state":"Texas","offices":1,"addresses":[{"street":"515 Congress Ave","city":"Austin"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"617-574-6700","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":30},"sources":{"adv1FilingDate":"26 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/156699/PDF/156699.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Ta Associates Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ta Associates Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Ta Associates Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ta Associates Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ta Associates Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}