TA REALTY LLC
CRD #108586 SEC #801-57460 BOSTON, MA (617) 476-2700
SEC Registered Private Funds
Total AUM
$1.8B
Discretionary
$1.8B
Employees
137
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.8B | $1.8B | $0 | 137 | 20 |
| Mar 2025 | $1.8B | $1.8B | $0 | 137 | 20 |
| Oct 2024 | $2.1B | $2.1B | $0 | 131 | 18 |
| Mar 2024 | $2.1B | $2.1B | $0 | 131 | 18 |
| Dec 2023 | $2.2B | $2.2B | $0 | 119 | 19 |
| May 2023 | $2.2B | $2.2B | $0 | 119 | 19 |
| Mar 2023 | $2.2B | $2.2B | $0 | 119 | 19 |
| Apr 2022 | $2.2B | $2.2B | $0 | 105 | 16 |
| Mar 2022 | $2.2B | $2.2B | $0 | 105 | 16 |
| Jun 2021 | $1.7B | $1.7B | $0 | 90 | 18 |
| Mar 2021 | $1.7B | $1.7B | $0 | 90 | 18 |
| Jul 2020 | $1.6B | $1.6B | $0 | 89 | 19 |
| Apr 2020 | $1.6B | $1.6B | $0 | 89 | 19 |
| Mar 2020 | $1.6B | $1.6B | $0 | 89 | 19 |
| Mar 2019 | $1.7B | $1.7B | $0 | 84 | 18 |
| Apr 2018 | $114.6M | $0 | $114.6M | 83 | 15 |
| Mar 2018 | $114.6M | $0 | $114.6M | 83 | 15 |
| Jun 2017 | $122.1M | $0 | $122.1M | 91 | 11 |
| Apr 2017 | $122.1M | $0 | $122.1M | 91 | 11 |
| Mar 2017 | $122.1M | $0 | $122.1M | 91 | 11 |
| May 2016 | $171.5M | $0 | $171.5M | 86 | 11 |
| May 2016 | $171.5M | $0 | $171.5M | 86 | 11 |
| Mar 2016 | $171.5M | $0 | $171.5M | 86 | 11 |
DateApr 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees137
Clients20
DateMar 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees137
Clients20
DateOct 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees131
Clients18
DateMar 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees131
Clients18
DateDec 2023
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees119
Clients19
DateMay 2023
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees119
Clients19
DateMar 2023
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees119
Clients19
DateApr 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees105
Clients16
DateMar 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees105
Clients16
DateJun 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees90
Clients18
DateMar 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees90
Clients18
DateJul 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees89
Clients19
DateApr 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees89
Clients19
DateMar 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees89
Clients19
DateMar 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees84
Clients18
DateApr 2018
Total AUM$114.6M
Discretionary$0
Non-Disc.$114.6M
Employees83
Clients15
DateMar 2018
Total AUM$114.6M
Discretionary$0
Non-Disc.$114.6M
Employees83
Clients15
DateJun 2017
Total AUM$122.1M
Discretionary$0
Non-Disc.$122.1M
Employees91
Clients11
DateApr 2017
Total AUM$122.1M
Discretionary$0
Non-Disc.$122.1M
Employees91
Clients11
DateMar 2017
Total AUM$122.1M
Discretionary$0
Non-Disc.$122.1M
Employees91
Clients11
DateMay 2016
Total AUM$171.5M
Discretionary$0
Non-Disc.$171.5M
Employees86
Clients11
DateMay 2016
Total AUM$171.5M
Discretionary$0
Non-Disc.$171.5M
Employees86
Clients11
DateMar 2016
Total AUM$171.5M
Discretionary$0
Non-Disc.$171.5M
Employees86
Clients11