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TA CAPITAL MANAGEMENT, LLC
CRD 169326 · SEC 801-78797
123 EGG HARBOR RD UNIT 506, SEWELL, NJ, 08080, United States
Phone
6462905660
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$438.9M
Discretionary AUM
$104.4M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $9.3M |
| High net worth individuals | 54 | $395.5M |
| Charitable organizations | 11 | $33.4M |
States served
CA, NJ, NY, TX
All web addresses on file
Official SEC filing: View on IAPD