{
  "crd_number": 108586,
  "slug": "ta-realty-llc-boston-ma-108586",
  "primary_business_name": "TA REALTY LLC",
  "legal_name": "TA REALTY LLC",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-04-11",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-05-05",
  "carried_forward": false,
  "raum_total": 1476718962.0,
  "raum_discretionary": 1476718962.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 152,
  "advisory_employees": 88,
  "client_count_bucket": null,
  "clients_by_type": {
    "state_municipal": {
      "raum": 0.0,
      "count": 2
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 1
    },
    "pooled_investment_vehicles": {
      "raum": 1476718962.0,
      "count": 23
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/ta-realty",
    "https://tarealty.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108586",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/ta-realty-llc-boston-ma-108586",
  "display_name": "TA Realty LLC",
  "summary": "TA Realty LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2000, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 5, 2026.",
  "citation": "AdvisorCensus. TA Realty LLC (CRD 108586): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is TA Realty LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), TA Realty LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other."
    },
    {
      "q": "Where is TA Realty LLC located?",
      "a": "TA Realty LLC's 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)."
    },
    {
      "q": "Is TA Realty LLC registered with the SEC or a state?",
      "a": "TA Realty LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 108586."
    },
    {
      "q": "How much does TA Realty LLC manage?",
      "a": "TA Realty LLC reports $1,476,718,962 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary)."
    },
    {
      "q": "How have TA Realty LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for TA Realty LLC: Regulatory assets under management: $1,734,458,654 in the October 2021 data and $1,476,718,962 in the October 2026 data, down 15%. Total employees: 90 in October 2021 and 152 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does TA Realty LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (23); state or municipal government entities (including government pension plans) (2); high net worth individuals (1)."
    },
    {
      "q": "Does TA Realty LLC report any disciplinary disclosures?",
      "a": "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/108586"
    },
    {
      "q": "What changed in TA Realty LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 83 to 88. Regulatory assets under management went from $1,807,374,718 to $1,476,718,962 (-18%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1734458654.0,
      "total_employees": 90,
      "filing_date": "2021-06-10"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2231211835.0,
      "total_employees": 105,
      "filing_date": "2022-04-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2184411989.0,
      "total_employees": 119,
      "filing_date": "2023-05-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2112428492.0,
      "total_employees": 131,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1807374718.0,
      "total_employees": 137,
      "filing_date": "2025-04-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1476718962.0,
      "total_employees": 152,
      "filing_date": "2026-05-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 83 to 88.",
        "Regulatory assets under management went from $1,807,374,718 to $1,476,718,962 (-18%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/ta-realty-llc-boston-ma-108586.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 1476718962.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108586",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}