TA REALTY LLC

Overview

TA Realty LLC is an SEC-registered investment adviser organized as a limited liability company and operating since 2000. The firm serves both individual and family clients and institutional investors, offering portfolio management for individuals and pooled vehicles as well as pension consulting. It is classified as an "Other Fund Provider" rather than a pure capital allocator and lists business activities that include acting as a commodity pool operator or commodity trading adviser (CPO/CTA). Fee arrangements include percentage-of-AUM charges, performance-based fees, and other fee structures. TA Realty LLC also self-identifies as an active ESG investor and reports affiliations across the financial services ecosystem, including broker-dealer relationships, real estate brokerage, and roles as sponsor, general partner, or managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives