TA ASSOCIATES
Latest filing: Mar 31, 2025 (73 days ago)
AUM
$59,270,280,776
-1% change vs. 1 year ago
31% change vs. 3 years ago
141% change vs. 5 years ago
452% change vs. 10 years ago
Employee Count
252
1% change vs. 1 year ago
39% change vs. 3 years ago
74% change vs. 5 years ago
140% change vs. 10 years ago
Main Office
BOSTON, MA
200 CLARENDON STREET, BOSTON, MA, UNITED STATES, 02116
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $59.3 |
| Non-Discretionary | $0.0 |
| Total | $59.3 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $59.3 |
| Institutional | $0.0 |
| Total | $59.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| TA ASSOCIATES SOF II GP, L.P. | $0.0 | - | |
| TA ASSOCIATES SDF IV GP L.P. | $0.0 | - | |
| TA ASSOCIATES XIII GP, L.P. | $0.0 | - | |
| TA ASSOCIATES XI GP, L.P. | $0.0 | - | |
| TA ASSOCIATES AP VI L.P. | $0.0 | - | |
| TA ASSOCIATES SDF IV CAYMAN GP, L.P. | $0.0 | - | |
| TA ASSOCIATES XIV GP, L.P. | $0.0 | - | |
| TA ASSOCIATES XV EU GP, S.A.R.L. | $0.0 | - | |
| TA ASSOCIATES XV GP, L.P. | $0.0 | - | |
| TA ASSOCIATES AP VII GP L.P. | $0.0 | - | |
| TA ASSOCIATES XII CAYMAN GP, L.P. | $0.0 | - | |
| TA ASSOCIATES DF V GP, L.P. | $0.0 | - | |
| TA ASSOCIATES XI CAYMAN GP, L.P. | $0.0 | - | |
| TA ASSOCIATES SDF III CAYMAN GP, L.P. | $0.0 | - | |
| TA ASSOCIATES CAYMAN, LLC | $0.0 | - | |
| TA ASSOCIATES SOF GP, L.P. | $0.0 | - | |
| TA ASSOCIATES AP VII CAYMAN GP, L.P. | $0.0 | - | |
| TA ASSOCIATES SDF III GP L.P. | $0.0 | - | |
| TA ASSOCIATES, L.P. | $0.0 | - | |
| TA ASSOCIATES XII GP L.P. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
15 active
| Name | Title |
|---|---|
| EL-NAZER, HYTHEM, TALAAT | MANAGING DIRECTOR AND MEMBER OF THE EXECUTIVE COMMITTEE |
| RIERA, KELLY, H. | CHIEF COMPLIANCE OFFICER |
| CONWAY, BRIAN, J | MANAGING DIRECTOR AND CHAIRMAN OF THE EXECUTIVE COMMITTEE |
| MULLOY, JENNIFER, M. | MANAGING DIRECTOR AND MEMBER OF THE EXECUTIVE COMMITTEE |
| NEDUNGADI, AJIT | MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER AND MEMBER OF THE EXECUTIVE COMMITTEE |
| TOOMEY, MELANIE, RAE | CHIEF FINANCIAL OFFICER, MANAGEMENT COMPANY |
| WALLACE, GREGORY, M. | CHIEF FINANCIAL OFFICER, FUNDS |
| WERLIN, JASON, P. | MANAGING DIRECTOR AND MEMBER OF THE EXECUTIVE COMMITTEE |
| BARBETTA, JENNIFER, AMI | MANAGING DIRECTOR AND CHIEF OPERATING OFFICER |
| PRICE, ARTHUR, BRODERICK | GENERAL COUNSEL |
ADVDB.CO • SOURCE: SEC
Representatives
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL BURNS | BOSTON | MA | S63|2000-01-27 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $59.3 | $0.0 | 0% | 252 | 0 | 0% |
| 2025-04-21 | $59.3 | $0.0 | 0% | 252 | 0 | 0% |
| 2024-04-02 | $59.6 | -$0.3 | -1% | 249 | 3 | 1% |
| 2023-04-04 | $41.5 | $17.8 | 43% | 233 | 19 | 8% |
| 2022-04-01 | $45.3 | $14.0 | 31% | 181 | 71 | 39% |
| 2021-04-05 | $31.0 | $28.2 | 91% | 157 | 95 | 61% |
| 2020-04-01 | $24.5 | $34.7 | 141% | 145 | 107 | 74% |
| 2019-04-01 | $14.0 | $45.3 | 324% | 138 | 114 | 83% |
| 2018-04-02 | $13.1 | $46.2 | 354% | 128 | 124 | 97% |
| 2017-04-01 | $14.1 | $45.2 | 320% | 126 | 126 | 100% |
| 2016-04-01 | $14.4 | $44.9 | 312% | 118 | 134 | 114% |
| 2015-04-01 | $10.7 | $48.5 | 452% | 105 | 147 | 140% |
| 2014-04-01 | $12.3 | $47.0 | 381% | 105 | 147 | 140% |
| 2013-04-01 | $11.2 | $48.1 | 431% | 100 | 152 | 152% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, CA-01/19/2024, MA-01/19/2024, TX-01/19/2024 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV