Investment adviser · CRD 156699

TA ASSOCIATES

Investment adviser filing (IA)

TA ASSOCIATES MANAGEMENT, L.P.

BOSTON, MA, United States · Form ADV filed May 26, 2026

Regulatory AUM
$55.1B
Form ADV · Item 5.F
Client accounts
29
Accounts, not individual clients
Employees
266
Reported in this filing
Advisory professionals
192
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles29$55,067,878,100100.0%
Filing source

Form ADV 2090133 · May 26, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

43 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

TA INVESTORS II, L.P.Hedge Fund · Last reported Feb 1, 2021$118Gross asset value

Feeder funds

  • TA EMPLOYEE PLAN FUND LLC
Auditor PRICEWATERHOUSECOOPERS BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA CORPORATION CHARLOTTE, North Carolina, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS
PCAOB 238

BANK OF AMERICA CORPORATION
LEI B4TYDEB6GKMZO031MB27

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-1713285252
Reported beneficial owners
0
Minimum commitment
$0

Form ADV 1486990 · Feb 1, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 26, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets

Principal office

200 CLARENDON STREET, 56TH FLOOR
BOSTON, MA, 02116, United States

CRD 156699

Filing source

Form ADV 2090133 · May 26, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.