Ta Realty LLC (Boston)
Ta Realty LLC is a large advisory firm based in Boston. It manages $1.66 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Massachusetts, and Texas.
Ta Realty provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and advice on the selection, acquisition/development, management and disposition of real estate assets. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Ta Realty: assets under management
The assets under management (AUM) of Ta Realty LLC is $1.66 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Ta Realty LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Ta Realty serves?
The only and largest group of clients of Ta Realty is pooled investment vehicles with 2 clients and $1.66 billion of assets under management. Among the 10 most similar advisory firms, Ta Realty has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.66 billion for 2 clients. 20% of the firm’s clients are foreign persons or businesses.
Ta Realty also advises several private funds. Namely, two other private funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
Careers at Ta Realty LLC
The company employs 84 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 16 indirect owners.Based in Boston
The principal office where Ta Realty LLC performs its advisory services is located at 28 State St 10 Th Floor, Boston, MA 02109, which is also the mailing address of the firm. An additional office of the firm is in Palm Beach Gardens, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (617) 476-2700 or by fax (617) 476-2799. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at tarealty.com and its LinkedIn profile.
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