The TA ASSOCIATES is a privately held investment adviser that advises $104.05Bn in regulatory assets under management held in 2 SEC fund types across 5 investment strategies. TA ASSOCIATES is a Public/Private Fund Assets increased by 164.96% over the last 5-years.
The Group has been registered with the SEC for 14.35 years and is comprised of 1 filing and 4 relying advisers. They operate out of 3 office locations with their Headquarters at 200 CLARENDON STREET 56TH FLOOR, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.
They have 266 employees comprised of 192 investment and 74 non-investment staff. The total number of Employees increased by 69.43% over the last 5-years.
Their $104.05Bn in assets advised are owned by 68 private funds, 117 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $55.4Bn or 53.24% of Total Assets and Investment Companies (IC) own $48.66Bn or 46.76% of Total Assets.
The Group's top investment strategies include Traditional LBO, Long/Short Equity and FI/Credit - Diverse, representing 52.26%, 34.49% and 12.34% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 6 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 18 Custodians and 4 Marketers. It does not report a third-party Fund Administrator in 47 private funds with $52.67Bn in assets.
The Group discloses management fees.
TA ASSOCIATES names 2 sub-advisers FUNDROCK MANAGEMENT COMPANY S.A., LEMANIK ASSET MANAGEMENT S.A. to 2 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.