TA ASSOCIATES
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 156699
- Registered since
- March 30, 2012
- Website
- www.ta.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
TA Associates is a limited partnership operating as an institutional-focused hedge fund adviser. The firm’s regulatory profile shows SEC registration in 2012 and identifies portfolio management for pooled investment vehicles as its primary advisory activity. It reports an institutional client base, charges fees based on a percentage of assets under management (and other fee components), and characterizes itself as an active ESG investor. The organization also acts in sponsor/GP and commodity pool operator/CTA roles for pooled vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5AJIT NEDUNGADI
CEOCRD 6028775
MELANIE TOOMEY
Chief Financial OfficerCRD 4708067
Gregory Wallace
CFOCRD 7356720
Contacts
3 of 5MICHAEL BURNS
Managing DirectorCRD 4053153
HYTHEM EL-NAZER
Co-Managing PartnerCRD 4236425
ARTHUR PRICE
General CounselCRD 6023716
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 200 Clarendon St
- Time zone
- ET (UTC-5)
- Office locations
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