TA Capital Management, LLC
Firm details
- Headquarters
- Sewell, New Jersey
- CRD number
- 169326
- Registered since
- November 8, 2013
- Website
- tacapitalmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.11%
- Charitable Organizations7.61%
- Individuals2.12%
- Corporations / Businesses0.17%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
TA Capital Management, LLC is an independent registered investment adviser organized as a limited liability company. The firm is registered with the SEC; its registration dates to 2013. Ownership is held by a combination of a domestic entity and an individual. TA Capital serves both individual and family clients as well as institutional clients, with a primary advisory focus on portfolio management for individuals and small businesses. Its fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor and does not present itself as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Exchange Traded Equities40%
- Cash & Cash Equivalents11%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 4
Aimee Baehr
Senior Vice President, Head of Client RelationsCRD 4379743
Collin Bill
Client Service AssociateCRD 7070654
William Lafferty
Client Service AdministratorCRD 7179616
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sewell, NJ
Gloucester
Location
Sewell, NJ
Headquartered in Sewell, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Gloucester
- Address
- 123 Egg Harbor Rd
- Time zone
- ET (UTC-5)
- Office locations
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