Data / Investment advisers / New Jersey / Ta Capital Management, LLC
Ta Capital Management, LLC, Sewell, NJ: $439 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ta Capital Management, LLC is an SEC registered investment adviser with its main office in Sewell, New Jersey and reports $439 million in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management.
The request: Watch Ta Capital Management, LLC (CRD number 169326): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 169326
- SEC file number
- 801-78797
- SEC status
- Approved, effective November 8, 2013
- Main office
- 123 Egg Harbor Rd Unit 506, Sewell, NJ 08080
- Phone
- (646) 290-5660
- Website
- tacapitalmanagement.com
- Regulatory AUM
- $438,908,484 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $104,381,059
- Non discretionary AUM
- $334,527,425
- Accounts
- 322
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 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 |
|---|---|---|
| High net worth individuals | 54 | $395.5 million |
| Charitable organizations | 11 | $33.4 million |
| Individuals (other than high net worth individuals) | 36 | $9.3 million |
| Corporations or other businesses | Fewer than 5 | $725,074 |
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 |
|---|---|---|
| April 1, 2026 | $438.9 million | March 26, 2026 |
| December 1, 2025 | $343.9 million | March 28, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Signature Wealth Management Partners, LLC | Montvale | $454.2 million | Not listed | adviserinfo.sec.gov |
| Quaker Wealth Management LLC | Moorestown | $449.3 million | Not listed | adviserinfo.sec.gov |
| Sage Residential Management LLC | Morristown | $444.1 million | 3 | adviserinfo.sec.gov |
| Credit Capital Investments | Livingston | $444 million | 3 | adviserinfo.sec.gov |
| Selkirk Management, LLC | Chatham | $443 million | 1 | adviserinfo.sec.gov |
| Precision Financial Services | Mine Hill | $435.6 million | Not listed | adviserinfo.sec.gov |
| Princeton Capital Management LLC | Red Bank | $435.5 million | 2 | adviserinfo.sec.gov |
| Omni 360 Wealth, Inc. | Plainsboro | $425.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Ta Capital Management, LLC on the SEC's adviser search
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.