TA CAPITAL MANAGEMENT, LLC
CRD #169326 SEC #801-78797 SEWELL, NJ 6462905660
SEC Registered
Total AUM
$343.9M
Discretionary
$99.7M
Employees
3
Clients
0
Accounts
292
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $343.9M | $99.7M | $244.2M | 3 | 0 |
| Oct 2024 | $302.6M | $94.8M | $207.8M | 3 | 0 |
| Apr 2024 | $302.6M | $94.8M | $207.8M | 3 | 0 |
| Mar 2024 | $302.6M | $94.8M | $207.8M | 3 | 0 |
| Mar 2023 | $250.2M | $89.3M | $160.9M | 3 | 0 |
| Mar 2022 | $283M | $88M | $195M | 3 | 0 |
| Mar 2021 | $190.4M | $83.8M | $106.6M | 3 | 0 |
| Jul 2020 | $169.8M | $85.6M | $84.2M | 3 | 0 |
| Mar 2019 | $132.4M | $63.3M | $69.1M | 2 | 0 |
| Mar 2018 | $123.5M | $58M | $65.5M | 2 | 0 |
| Apr 2017 | $109.8M | $57M | $52.8M | 1 | 26 |
| Mar 2017 | $109.8M | $57M | $52.8M | 1 | 26 |
| Jan 2017 | $90.8M | $62.4M | $28.4M | 2 | 26 |
| Nov 2016 | $90.8M | $62.4M | $28.4M | 2 | 26 |
| Sep 2016 | $90.8M | $62.4M | $28.4M | 2 | 26 |
| Mar 2016 | $90.8M | $62.4M | $28.4M | 2 | 26 |
| Mar 2016 | $70.7M | $34.7M | $36M | 2 | 26 |
| Nov 2015 | $70.7M | $34.7M | $36M | 2 | 26 |
| Jul 2015 | $70.7M | $34.7M | $36M | 2 | 26 |
| Apr 2015 | $32.1M | $24.9M | $7.2M | 2 | 26 |
| Mar 2015 | $26.5M | $11.5M | $15M | 3 | 1 |
| Jan 2015 | $26.5M | $11.5M | $15M | 3 | 1 |
| Jun 2014 | $26.5M | $11.5M | $15M | 3 | 1 |
| Jun 2014 | $26.5M | $11.5M | $15M | 3 | 1 |
| Apr 2014 | $0 | $0 | $0 | 2 | 0 |
| Mar 2014 | $0 | $0 | $0 | 2 | 0 |
| Mar 2014 | $0 | $0 | $0 | 2 | 0 |
| Mar 2014 | $0 | $0 | $0 | 2 | 0 |
| Feb 2014 | $0 | $0 | $0 | 2 | 0 |
| Nov 2013 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$343.9M
Discretionary$99.7M
Non-Disc.$244.2M
Employees3
Clients0
DateOct 2024
Total AUM$302.6M
Discretionary$94.8M
Non-Disc.$207.8M
Employees3
Clients0
DateApr 2024
Total AUM$302.6M
Discretionary$94.8M
Non-Disc.$207.8M
Employees3
Clients0
DateMar 2024
Total AUM$302.6M
Discretionary$94.8M
Non-Disc.$207.8M
Employees3
Clients0
DateMar 2023
Total AUM$250.2M
Discretionary$89.3M
Non-Disc.$160.9M
Employees3
Clients0
DateMar 2022
Total AUM$283M
Discretionary$88M
Non-Disc.$195M
Employees3
Clients0
DateMar 2021
Total AUM$190.4M
Discretionary$83.8M
Non-Disc.$106.6M
Employees3
Clients0
DateJul 2020
Total AUM$169.8M
Discretionary$85.6M
Non-Disc.$84.2M
Employees3
Clients0
DateMar 2019
Total AUM$132.4M
Discretionary$63.3M
Non-Disc.$69.1M
Employees2
Clients0
DateMar 2018
Total AUM$123.5M
Discretionary$58M
Non-Disc.$65.5M
Employees2
Clients0
DateApr 2017
Total AUM$109.8M
Discretionary$57M
Non-Disc.$52.8M
Employees1
Clients26
DateMar 2017
Total AUM$109.8M
Discretionary$57M
Non-Disc.$52.8M
Employees1
Clients26
DateJan 2017
Total AUM$90.8M
Discretionary$62.4M
Non-Disc.$28.4M
Employees2
Clients26
DateNov 2016
Total AUM$90.8M
Discretionary$62.4M
Non-Disc.$28.4M
Employees2
Clients26
DateSep 2016
Total AUM$90.8M
Discretionary$62.4M
Non-Disc.$28.4M
Employees2
Clients26
DateMar 2016
Total AUM$90.8M
Discretionary$62.4M
Non-Disc.$28.4M
Employees2
Clients26
DateMar 2016
Total AUM$70.7M
Discretionary$34.7M
Non-Disc.$36M
Employees2
Clients26
DateNov 2015
Total AUM$70.7M
Discretionary$34.7M
Non-Disc.$36M
Employees2
Clients26
DateJul 2015
Total AUM$70.7M
Discretionary$34.7M
Non-Disc.$36M
Employees2
Clients26
DateApr 2015
Total AUM$32.1M
Discretionary$24.9M
Non-Disc.$7.2M
Employees2
Clients26
DateMar 2015
Total AUM$26.5M
Discretionary$11.5M
Non-Disc.$15M
Employees3
Clients1
DateJan 2015
Total AUM$26.5M
Discretionary$11.5M
Non-Disc.$15M
Employees3
Clients1
DateJun 2014
Total AUM$26.5M
Discretionary$11.5M
Non-Disc.$15M
Employees3
Clients1
DateJun 2014
Total AUM$26.5M
Discretionary$11.5M
Non-Disc.$15M
Employees3
Clients1
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0