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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 100m 1b

TDA INVESTMENT GROUP

TDA, INC., CRD 112016

SAN MATEO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:26b9ecd0-3669-0355-d8bd-c3bcdfde7032

Data as of Dec 15, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: Dec 22, 2011 to Dec 15, 2025
21 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

TDA Investment Group

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.13 institutional_share=0.87 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $969MItem 5.F on the latest filing (2025-12-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $969M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 22
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 4
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $38.4M
SEC number: 801-39280
CRD: 112016
Filings on the tape: 21
First filed: Dec 22, 2011
Latest filed: Dec 15, 2025
Organised: Corporation, CA

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
TDA STRATEGIC REAL ESTATE FUND, LLC	Real Estate Fund	$85.1M	Dec 13, 2024	2	Dec 2, 2021	reported	021-1933013

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SPANNER, GARRY, JAMES	CEO, PRESIDENT, CFO	E	yes	10/2000	Dec 22, 2011	Dec 13, 2024
Perkins, Robert, T	EXECUTIVE VICE PRESIDENT	Na	no	05/2007	Nov 28, 2017	Dec 13, 2024
St. Charles, Erik, David	CCO & CORPORATE SECRETARY	Na	no	04/2017	May 1, 2017	Dec 13, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
TDA MANAGER, LLC	n/a	n/a	n/a	Y	yes	CA

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Dec 13, 2024	$826M	$826M	20	5	0	1	$85.1M
2023	Dec 11, 2023	$806M	$806M	20	5	0	1	$60.9M
2022	Dec 13, 2022	$767M	$767M	20	5	0	1	$34.7M
2021	Dec 2, 2021	$650M	$650M	20	5	0	1	$0
2020	Dec 9, 2020	$571M	$571M	20	5	0	n/a	n/a
2019	Nov 22, 2019	$579M	$579M	20	5	0	n/a	n/a
2018	Nov 29, 2018	$520M	$520M	20	5	0	n/a	n/a
2017	Nov 28, 2017	$538M	$538M	20	5	0	n/a	n/a
2016	Dec 1, 2016	$538M	$538M	15	5	n/a	n/a	n/a
2015	Nov 23, 2015	$491M	$491M	15	5	n/a	n/a	n/a
2014	Dec 1, 2014	$437M	$437M	15	5	n/a	n/a	n/a
2013	Oct 30, 2013	$418M	$418M	113	5	n/a	n/a	n/a
2012	Nov 6, 2012	$353M	$353M	12	5	n/a	n/a	n/a
2011	Dec 22, 2011	$345M	$345M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$969M	$806M	20.3%	$650M	14.2%	22	20	0	0

Relationships

Advises (1)

→ TDA STRATEGIC REAL ESTATE FUND, LLCPrivate fundReal Estate Fund, IA
Dec 2, 2021 to presentfactForm ADV

Controls (1)

← SPANNER, GARRY, JAMESOwnerCEO, PRESIDENT, CFO, ownership code E, individual
Dec 22, 2011 to Dec 13, 2024factForm ADV

Owns (2)

← St. Charles, Erik, DavidOwnerCCO & CORPORATE SECRETARY, ownership code NA, individual
May 1, 2017 to Dec 13, 2024factForm ADV
← Perkins, Robert, TOwnerEXECUTIVE VICE PRESIDENT, ownership code NA, individual
Nov 28, 2017 to Dec 13, 2024factForm ADV

Dated events

Occurred
Sep 17, 2019
Control person joined
T Victor Kwok (Chief Financial Officer) appeared on Schedule A of Tda Investment Group
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:26b9ecd0-3669-0355-d8bd-c3bcdfde7032
First observed: Dec 22, 2011
Last observed: Dec 15, 2025 9 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TDA INVESTMENT GROUP

TDA, INC., CRD 112016

SAN MATEO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:26b9ecd0-3669-0355-d8bd-c3bcdfde7032

Data as of Dec 15, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:02 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

TDA STRATEGIC REAL ESTATE FUND, LLC

Real Estate Fund

$85.1M

Dec 13, 2024

Dec 2, 2021

reported

021-1933013

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SPANNER, GARRY, JAMES

CEO, PRESIDENT, CFO

yes

10/2000

Dec 22, 2011

Dec 13, 2024

Perkins, Robert, T

EXECUTIVE VICE PRESIDENT

05/2007

Nov 28, 2017

Dec 13, 2024

St. Charles, Erik, David

CCO & CORPORATE SECRETARY

04/2017

May 1, 2017

Dec 13, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TDA MANAGER, LLC

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Dec 13, 2024

$826M

$85.1M

2023

Dec 11, 2023

$806M

$60.9M

2022

Dec 13, 2022

$767M

$34.7M

2021

Dec 2, 2021

$650M

2020

Dec 9, 2020

$571M

n/a

2019

Nov 22, 2019

$579M

n/a

2018

Nov 29, 2018

$520M

n/a

2017

Nov 28, 2017

$538M

n/a

2016

Dec 1, 2016

$538M

n/a

2015

Nov 23, 2015

$491M

n/a

2014

Dec 1, 2014

$437M

n/a

2013

Oct 30, 2013

$418M

113

n/a

2012

Nov 6, 2012

$353M

n/a

2011

Dec 22, 2011

$345M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$969M

$806M

20.3%

$650M

14.2%