# TA Associates

> TA Associates is an SEC-registered investment advisory firm in Boston, MA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 26, 2026.

- CRD: 156699
- Filed as: TA ASSOCIATES
- Legal name: TA Associates Management, L.P.
- Also doing business as: TA ASSOCIATES (UK), LLP (RELYING ADVISER), TA ASSOCIATES ADVISORY (MAURITIUS) LTD. (RELYING ADVISER), TA ASSOCIATES ADVISORY PRIVATE LIMITED (RELYING ADVISER), TA ASSOCIATES ASIA PACIFIC LIMITED (RELYING ADVISER)
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: May 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156699
- AdvisorCensus page: https://advisorcensus.com/firm/ta-associates-boston-ma-156699

## Quick answers

**How is TA Associates compensated?**
On its Form ADV (Item 5.E, October 2026), TA Associates reports these compensation arrangements: a percentage of assets under its management; other.

**Where is TA Associates located?**
TA Associates' principal office is in Boston, MA, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is TA Associates registered with the SEC or a state?**
TA Associates is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 156699.

**How much does TA Associates manage?**
TA Associates reports $55,067,878,100 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (100% discretionary).

**How have TA Associates' assets and staff changed since 2021?**
In the Form ADV data for TA Associates: Regulatory assets under management: $49,727,271,933 in the October 2021 data and $55,067,878,100 in the October 2026 data, up 11%. Total employees: 162 in October 2021 and 266 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does TA Associates serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (29).

**Does TA Associates report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156699

**What changed in TA Associates' recent Form ADV filings?**
In the June 2026 filing data: Employees performing advisory functions went from 188 to 192.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $55,067,878,100
- Discretionary: $55,067,878,100
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 29 | $55,067,878,100 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 266 total, 192 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Austin, TX
- Menlo Park, CA

### Websites listed on Form ADV (Item 1.I)
- ta.com
- LinkedIn @TA-ASSOCIATES
- X @TAASSOCIATES

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $49,727,271,933 | 162 | August 25, 2021 |
| October 2022 | $45,033,348,876 | 193 | August 29, 2022 |
| October 2023 | $59,308,980,333 | 240 | September 22, 2023 |
| October 2024 | $59,600,923,930 | 249 | September 4, 2024 |
| October 2025 | $60,721,209,090 | 252 | May 20, 2025 |
| October 2026 | $55,067,878,100 | 266 | May 26, 2026 |

Regulatory assets under management: $49,727,271,933 in the October 2021 data and $55,067,878,100 in the October 2026 data, up 11%.
Total employees: 162 in October 2021 and 266 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 188 to 192.

### April 2026
- Employees performing advisory functions went from 184 to 188.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TA Associates (CRD 156699): Form ADV filing data as of October 2026.