Ta Realty LLC

0 registered advisors · 0 reported ETFs · $0 reported ETF value · $1.5B regulatory AUM

Ta Realty LLC is an investment adviser that files Form ADV with the SEC in Boston, MA, with 0 registered advisors, reporting $1.5B in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-05-05 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Regulatory AUM$1.5BModerateTop 26%
  • Average AUM per client$56.8MModerateTop 29%
  • High-net-worth share of clients3.8%LowTop 59%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-05-05. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2000-04-11
SEC file number
801-57460
Form version
10/2021
Latest Form ADV filing
2026-05-05
Address
One Federal Street, 17th Floor, Boston, MA 02110, United States
Phone
(617) 476-2700
Website
https://www.tarealty.com

Size

People and clients

Items 5.A through 5.D.

Employees
152
Registered advisors
0
Offices
0
Clients
26
High-net-worth share of clients
3.8%

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$1,476,718,962
Discretionary AUM
$1,476,718,962
Non-discretionary AUM
$0
Total accounts
3
Average AUM per client
$56,796,883

Clients

Who the firm serves

Item 5.D, by reported assets.

  • Pooled investment vehicles23 clients
    $1.5B
  • High net worth individuals1 client
    $0
  • State or municipal government entities2 clients
    $0

Practice

How the firm operates

Items 4 through 9.

Services
Portfolio Management: Individuals and Small Businesses; Portfolio Management: Pooled Investment Vehicles; Pension Consulting Services; Other Advisory Service
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Performance-Based Fees; Compensation: Other
Other business activities
Active Business: Commodity Pool Operator or Trading Advisor
Affiliations
Related Person Is: Broker-Dealer or Municipal Securities Dea; Related Person Is: Other Investment Adviser (Incl. Financial; Related Person Is: Commodity Pool Operator or CTA; Related Person Is: Real Estate Broker or Dealer; Related Person Is: Sponsor or Syndicator of Limited Partners; Related Person Is: Sponsor or GP of Pooled Investment Vehicl; Adviser to Any Private Fund
Custody
Adviser Has Custody of Client Cash; Adviser Has Custody of Client Securities; Adviser Custody Amount ($); Adviser Custody Clients (Count)

Source: SEC Form ADV filed by CRD 108586. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

    Public filing evidence

    Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.