The TDA, INC. is a privately held investment adviser that advises $969.34mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. TDA, INC. is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 69.77% over the last 5-years.
The Group has been registered with the SEC for 35.1 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 2025 PIONEER COURT, SAN MATEO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 22 employees comprised of 5 investment and 17 non-investment staff. The total number of Employees increased by 10% over the last 5-years.
Their $969.34mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 3 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $842.1mn or 86.87% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $127.24mn or 13.13% of Total Assets.
The Group's top investment strategies include Real Estate, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Pension and Profit Sharing Plans-Private and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $86.09mn in assets.
The Group discloses advisory fees and management fees.
TDA, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.