SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Ta Realty LLC
Boston, MA
CRD 108586
Firm filing updated May 5, 2026 ·
- $1.5BAssets
- 26Clients
- 88Advisory staff
- 3Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- OtherYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- Pooled vehicles23
- State or municipal government entities (including government pension plans)2
- High net worth individuals1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 1 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 23 | $1.5 billion |
| State or municipal government entities (including government pension plans) | 2 | $0 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
See all 4 services
- Other: "ADVICE ON THE SELECTION, ACQUISITION/DEVELOPMENT, MANAGEMENT AND DISPOSITION OF REAL ESTATE ASSETS"
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Other: "ADVICE ON THE SELECTION, ACQUISITION/DEVELOPMENT, MANAGEMENT AND DISPOSITION OF REAL ESTATE ASSETS"
Assets and accounts
- Regulatory assets$1.5 billion
- Accounts3
- DiscretionaryAll accounts
People
- Employees152
- Advisory staff88
- Broker-dealer reps6
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 108586, SEC file 801-57460.
- Registered with the SEC as an investment advisor (status date on record: April 11, 2000).
Is Ta Realty LLC a fiduciary?
Short answer: Ta Realty LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 6 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.