Data / Investment advisers / Massachusetts / Ta Associates
Ta Associates, Boston, MA: $55.1 billion AUM, SEC registered investment adviser
Ta Associates is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $55.1 billion in regulatory assets under management in its Form ADV filed May 26, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and other fees. It advises 30 private funds.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 156699
- SEC file number
- 801-74026
- SEC status
- Approved, effective March 30, 2012
- Legal name
- Ta Associates Management, L.P.
- Main office
- 200 Clarendon Street 56th Floor, Boston, MA 02116
- Phone
- (617) 574-6700
- Website
- ta.com
- Regulatory AUM
- $55,067,878,100 in the Form ADV filed May 26, 2026
- Discretionary AUM
- $55,067,878,100
- Accounts
- 29
- Employees
- 266, of which 192 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, other fees
- Private funds
- 30: 30 hedge funds
- Gross assets of private funds
- $55,566,263,635
- Other offices
- 2
- Umbrella registration
- 4 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 29 | $55.07 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| June 1, 2026 | $55.07 billion | May 26, 2026 |
| April 1, 2026 | $60.85 billion | March 31, 2026 |
| December 1, 2025 | $60.72 billion | May 20, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Grantham Mayo van Otterloo & Co LLC | Boston | $80.97 billion | 38 | adviserinfo.sec.gov |
| Bain Capital Credit, LP | Boston | $76.30 billion | 158 | adviserinfo.sec.gov |
| Adage Capital Management, L.P. | Boston | $70.44 billion | 1 | adviserinfo.sec.gov |
| John Hancock Variable Trust Advisers LLC | Boston | $68.59 billion | Not listed | adviserinfo.sec.gov |
| Newton Investment Management North America | Boston | $59.16 billion | Not listed | adviserinfo.sec.gov |
| Breckinridge Capital Advisors Inc | Boston | $54.28 billion | Not listed | adviserinfo.sec.gov |
| GW&K Investment Management, LLC | Boston | $52.78 billion | 3 | adviserinfo.sec.gov |
| Partners Capital Investment Group, LLP | Boston | $50.51 billion | 50 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Ta Associates on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.