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TA REALTY LLC
CRD 108586File 801-57460
APPROVED
Retail clients
Custody
Filing as of May 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.48B
Above cohort median (national)
Discretionary AUM
$1.48B
Clients
26
3 accounts
Employees
152
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 11, 2000
- Principal office
- ONE FEDERAL STREET, 17TH FLOOR, BOSTON, MA, 02110
- Phone
- (617) 476-2700
- Website
- https://www.tarealty.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.48B
- Discretionary AUM
- $1.48B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3
- Non-discretionary accounts
- 0
- Total accounts
- 3
- AUM per client
- $56.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $0 |
| Pooled investment vehicles | 23 | $1.48B |
| State or municipal government entities | 2 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — % OF CLIENT INCOME OR CAPITAL CONTRIBUTED;TRANSACTION BASED FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 137 | 152 | increased by15 |
| Apr 1, 2026 | Clients | 23 | 26 | increased by3 |
| Apr 1, 2026 | AUM | $1,807,374,718 | $1,476,718,962 | decreased by$330,655,756 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 105 | 137 | increased by32 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2 | 23 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,231,211,835 | $1,807,374,718 | decreased by$423,837,117 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2 | 3 | increased by1 |
| Apr 1, 2022 | Employees | 90 | 105 | increased by15 |
| Apr 1, 2022 | AUM | $1,734,458,654 | $2,231,211,835 | increased by$496,753,181 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TA REALTY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TA REALTY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.