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TA ASSOCIATES
Legal name: TA ASSOCIATES MANAGEMENT, L.P.
CRD 156699File 801-74026
APPROVED
Custody
Filing as of May 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$55.07B
Top 10% of cohort (national)
Discretionary AUM
$55.07B
Clients
29
29 accounts
Employees
266
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 30, 2012
- Principal office
- 200 CLARENDON STREET, 56TH FLOOR, BOSTON, MA, 02116
- Phone
- 617-574-6700
- Website
- HTTP://WWW.TA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $55.07B
- Discretionary AUM
- $55.07B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 29
- Non-discretionary accounts
- 0
- Total accounts
- 29
- AUM per client
- $1.90B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 29 | $55.07B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — CARRIED INTEREST
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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 |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 261 | 266 | increased by5 |
| Jun 1, 2026 | Clients | 28 | 29 | increased by1 |
| Jun 1, 2026 | AUM | $60,853,387,815 | $55,067,878,100 | decreased by$5,785,509,715 |
| Jun 1, 2026 | Accounts | 28 | 29 | increased by1 |
| Apr 1, 2026 | Employees | 252 | 261 | increased by9 |
| Apr 1, 2026 | AUM | $60,721,209,090 | $60,853,387,815 | increased by$132,178,725 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 26 | 28 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $59,270,280,776 | $60,721,209,090 | increased by$1,450,928,314 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 26 | 28 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 193 | 252 | increased by59 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 23 | 26 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $45,033,348,876 | $59,270,280,776 | increased by$14,236,931,900 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 23 | 26 | increased by3 |
| Sep 1, 2022 | Employees | 181 | 193 | increased by12 |
| Sep 1, 2022 | Clients | 22 | 23 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TA ASSOCIATES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TA ASSOCIATES” 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.