TA REALTY LLC

CRD 108586 · SEC 801-57460

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ONE FEDERAL STREET, 17TH FLOOR, BOSTON, MA, 02110, United States

Phone

(617) 476-2700

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.48B

Discretionary AUM

$1.48B

Team

152 total employees; 88 advisory reps; 23 broker-dealer reps

Clients

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Fees

Percentage of AUM; Performance-based fees; % OF CLIENT INCOME OR CAPITAL CONTRIBUTED;TRANSACTION BASED FEES

Org form

Limited Liability Company

Filing date

2026-05-05

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingADVICE ON THE SELECTION, ACQUISITION/DEVELOPMENT, MANAGEMENT AND DISPOSITION OF REAL ESTATE ASSETS

Client types

Type	Clients	AUM
High net worth individuals	1	$0
Pooled investment vehicles	23	$1.48B
State/municipal entities	2	$0

States served

MA, TX

All web addresses on file

https://www.linkedin.com/company/ta-realty/
https://www.tarealty.com

Official SEC filing: View on IAPD