TA CAPITAL MANAGEMENT, LLC

Overview

TA Capital Management, LLC is an SEC‑registered investment adviser formed as a limited liability company in 2013 that provides portfolio management services primarily to individuals, families and small businesses, with select institutional relationships. The firm charges fees based on a percentage of assets under management and runs both discretionary and non‑discretionary mandates. Investment activity centers on managed exposure to public pooled vehicles—most notably mutual funds—while supplementing those core allocations with third‑party alternative managers across hedge funds, real estate and private credit. TA Capital Management, LLC does not present itself as an active ESG investor and operates as a single‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices