DFX Intelligence

Data Factory

The intelligence graph connecting private capital, companies and real assets. Public records ingested on their own cadence, resolved to one identity by shared identifier, connected by typed relationships with a date and a source on every edge, and read by detectors that say what changed and what it means. Facts, derived metrics, signals, anomalies and inferences are labelled as such.

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

TA ASSOCIATES

TA ASSOCIATES MANAGEMENT, L.P., CRD 156699

BOSTON, MA

Full profile on RIA / Wealth Management →Search this name across graphsid dfx:ria:94c96d5d-ee54-4c88-43ce-9cf51d371b77

Data as of May 26, 2026 (this record's last observation) from sec_form_adv_history, sec_adv_roster, iapd_firm_feed. Page built Sep 18, 2026, 4:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 56
Dated events: 14
On other graphs: 4
Observed: Feb 14, 2012 to May 26, 2026
37 observations

Across DFX

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

Private Equityidentity

TA Associates

Private equity manager · cited, shared crd

Venture Capitalidentity

TA Associates

Venture manager · cited, shared crd

Allocatorsidentity

TA Associates

Manager with allocator commitments · cited, shared crd

Private Creditidentity

TA ASSOCIATES

Private credit manager · cited, shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $55BItem 5.F on the latest filing (2026-05-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $55B
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: 1
RAUM per advisor: $55Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 266
Advisory employees: 192
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 29
Private funds: 30Schedule D 7.B(1)
Custody, client assets: $0
Relying advisers: 4
SEC number: 801-74026
CRD: 156699
Filings on the tape: 37
First filed: Feb 14, 2012
Latest filed: May 26, 2026
Organised: Limited Partnership, DE
Website: ta.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL ROY BURNS	n/a	Austin, TX	2	26	1	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 41

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
TA XV-A, L.P.	Hedge Fund	$8.0B	Sep 4, 2024	185	May 22, 2023	reported	021-477336
TA XIII-A, L.P.	Hedge Fund	$7.7B	Sep 4, 2024	140	Aug 27, 2019	reported	021-338590
TA XV-B, L.P.	Hedge Fund	$7.4B	Sep 4, 2024	370	May 22, 2023	reported	021-477340
TA XIV-A, L.P.	Hedge Fund	$6.8B	Sep 4, 2024	164	Aug 25, 2021	reported	021-400695
TA XIV-B, L.P.	Hedge Fund	$5.7B	Sep 4, 2024	367	Aug 25, 2021	reported	021-400696
TA XII-A, L.P.	Hedge Fund	$5.0B	Sep 4, 2024	126	Feb 26, 2016	reported	021-242139
TA XIII-B, L.P.	Hedge Fund	$4.7B	Sep 4, 2024	263	Aug 27, 2019	reported	021-338592
TA INVESTORS XIII, L.P.	Hedge Fund	$2.2B	Sep 4, 2024	281	Aug 27, 2019	reported	021-338580
TA XII-B L.P.	Hedge Fund	$2.0B	Sep 4, 2024	206	Feb 26, 2016	reported	021-242140
TA INVESTORS 2024, L.P.	Hedge Fund	$1.3B	Sep 4, 2024	14	May 22, 2023	reported	021-477176
TA DEBT FUND V, L.P.	Hedge Fund	$1.2B	Sep 4, 2024	33	Aug 29, 2022	reported	021-447723
TA XV-C SCSP	Hedge Fund	$1.1B	Sep 4, 2024	49	May 22, 2023	reported	021-477342
TA SELECT OPPORTUNITIES FUND-A, L.P.	Hedge Fund	$1.1B	Sep 4, 2024	34	Feb 21, 2020	reported	021-353603
TA ATLANTIC AND PACIFIC VII-B, L.P.	Hedge Fund	$1.0B	Sep 4, 2024	179	Aug 29, 2012	reported	021-178107
TA SELECT OPPORTUNITIES FUND II-A, L.P.	Hedge Fund	$1.0B	Sep 4, 2024	47	Aug 25, 2021	reported	021-400689
TA XI L.P.	Hedge Fund	$845M	Sep 4, 2024	238	Feb 14, 2012	reported	021-130705
TA ATLANTIC AND PACIFIC VII-A, L.P.	Hedge Fund	$622M	Sep 4, 2024	30	Aug 29, 2012	reported	021-178094
TA SUBORDINATED DEBT FUND IV L.P.	Hedge Fund	$544M	Sep 4, 2024	28	Feb 26, 2016	reported	021-244698
TA SELECT OPPORTUNITIES FUND II-B, L.P.	Hedge Fund	$449M	Sep 4, 2024	31	Aug 25, 2021	reported	021-400693
TA INVESTORS SELECT OPPORTUNITIES, L.P.	Hedge Fund	$296M	Sep 4, 2024	203	Feb 21, 2020	reported	021-353605
TA INVESTORS IV, L.P.	Hedge Fund	$293M	Sep 4, 2024	190	May 15, 2013	reported	021-197254
TA SELECT OPPORTUNITIES FUND-B, L.P.	Hedge Fund	$261M	Sep 4, 2024	15	Feb 21, 2020	reported	021-353604
TA INVESTORS XII L.P.	Hedge Fund	$237M	Sep 4, 2024	164	Feb 26, 2016	reported	021-258065
TA DEBT FUND V FEEDER FUND (THE "SUB-FUND") A SUB-FUND OF TA ASSOCIATES QIAIF ICAV	Hedge Fund	$173M	Sep 4, 2024	8	Mar 29, 2023	reported	021-458396
TA X L.P.	Hedge Fund	$123M	Feb 1, 2021	316	Feb 14, 2012	dropped	021-89077

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
BARBETTA, JENNIFER, AMI	MANAGING DIRECTOR AND CHIEF OPERATING OFFICER	NA	yes	09/2022	Jan 9, 2023	Sep 4, 2024
EL-NAZER, HYTHEM, TALAAT	MANAGING DIRECTOR AND MEMBER OF THE EXECUTIVE COMMITTEE	NA	yes	01/2021	Mar 31, 2021	Sep 4, 2024
MULLOY, JENNIFER, M.	MANAGING DIRECTOR AND MEMBER OF THE EXECUTIVE COMMITTEE	NA	yes	01/2017	Mar 31, 2021	Sep 4, 2024
NEDUNGADI, AJIT	MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER AND CHAIR OF THE EXECUTIVE COMMITTEE OF TA ASSOCIATES, L.P.	NA	yes	09/2024	Mar 31, 2021	Sep 4, 2024
PRICE, ARTHUR, BRODERICK	GENERAL COUNSEL	NA	yes	03/2024	Mar 29, 2024	Sep 4, 2024
Riera, Kelly, H.	CHIEF COMPLIANCE OFFICER	NA	yes	01/2021	Jan 5, 2021	Sep 4, 2024
TA ASSOCIATES MANAGEMENT HOLDING, L.P.	LIMITED PARTNER	E	yes	02/2012	Feb 14, 2012	Sep 4, 2024
TA ASSOCIATES US HOLDING LLC	GENERAL PARTNER	F	yes	02/2012	Jan 9, 2023	Sep 4, 2024
TA ASSOCIATES, L.P.	GENERAL PARTNER	F	yes	02/2012	Feb 14, 2012	Sep 4, 2024
TA ASSOCIATES, L.P.	GENERAL PARTNER	NA	yes	07/1993	Feb 14, 2012	Sep 4, 2024
TOOMEY, MELANIE, RAE	CHIEF FINANCIAL OFFICER, MANAGEMENT COMPANY	NA	yes	01/2019	Mar 31, 2021	Sep 4, 2024
Wallace, Gregory, M.	CHIEF FINANCIAL OFFICER, FUNDS	NA	yes	01/2019	Mar 31, 2021	Sep 4, 2024
Werlin, Jason, P.	MANAGING DIRECTOR AND MEMBER OF THE EXECUTIVE COMMITTEE	NA	yes	01/2023	Jan 9, 2023	Sep 4, 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
TA ASSOCIATES AP VI L.P.	n/a	n/a	n/a	Y	yes	n/a
TA ASSOCIATES AP VII CAYMAN GP, L.P.	n/a	n/a	n/a	N	yes	n/a
TA ASSOCIATES AP VII GP L.P.	n/a	n/a	n/a	Y	yes	n/a
TA ASSOCIATES CAYMAN, LLC	n/a	n/a	n/a	N	yes	n/a
TA ASSOCIATES DF V GP, L.P.	n/a	n/a	n/a	N	yes	n/a
TA ASSOCIATES SDF III CAYMAN GP, L.P.	n/a	n/a	n/a	N	yes	n/a
TA ASSOCIATES SDF III GP L.P.	n/a	n/a	n/a	Y	yes	n/a
TA ASSOCIATES SDF IV CAYMAN GP, L.P.	n/a	n/a	n/a	N	yes	n/a
TA ASSOCIATES SDF IV GP L.P.	n/a	n/a	n/a	Y	yes	n/a
TA ASSOCIATES SOF GP, L.P.	n/a	n/a	n/a	N	yes	n/a
TA ASSOCIATES SOF II GP, L.P.	n/a	n/a	n/a	N	yes	n/a
TA ASSOCIATES XI CAYMAN GP, L.P.	n/a	n/a	n/a	N	yes	n/a
TA ASSOCIATES XI GP, L.P.	n/a	n/a	n/a	Y	yes	n/a
TA ASSOCIATES XII CAYMAN GP, L.P.	n/a	n/a	n/a	N	yes	n/a
TA ASSOCIATES XII GP L.P.	n/a	n/a	n/a	Y	yes	n/a
TA ASSOCIATES XIII GP, L.P.	n/a	n/a	n/a	N	yes	n/a
TA ASSOCIATES XIV GP, L.P.	n/a	n/a	n/a	N	yes	n/a
TA ASSOCIATES XV EU GP, S.A.R.L.	n/a	n/a	n/a	N	yes	n/a
TA ASSOCIATES XV GP, L.P.	n/a	n/a	n/a	N	yes	n/a
TA ASSOCIATES, L.P.	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
MENLO PARK	CA	United States	11	no
AUSTIN	TX	United States	1	no

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
2025	Mar 31, 2026	$61B	$61B	261	188	2	29	n/a
2024	Mar 31, 2025	$59B	$59B	252	184	2	27	n/a
2023	Mar 29, 2024	$60B	$60B	249	180	2	27	$60B
2022	Mar 29, 2023	$42B	$42B	233	165	2	23	$42B
2021	Mar 31, 2022	$45B	$45B	181	137	0	22	$46B
2020	Mar 31, 2021	$31B	$31B	157	101	0	19	$31B
2019	Mar 30, 2020	$25B	$25B	145	90	0	21	$25B
2018	Mar 29, 2019	$14B	$14B	138	90	0	15	$14B
2017	Mar 30, 2018	$13B	$13B	128	96	0	16	$13B
2016	Mar 31, 2017	$14B	$14B	126	87	n/a	17	$14B
2015	Mar 30, 2016	$14B	$14B	118	83	n/a	17	$14B
2014	Mar 30, 2015	$11B	$11B	105	83	n/a	16	$11B
2013	Mar 25, 2014	$12B	$12B	105	80	n/a	16	$12B
2012	Mar 22, 2013	$11B	$11B	100	81	n/a	19	$11B

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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
2025	$55B	$59B	-7.1%	$42B	9.9%	266	252	2	2

Relationships

Advises (41)

→ TA DEBT FUND V FEEDER FUND (THE "SUB-FUND") A SUB-FUND OF TA ASSOCIATES QIAIF ICAVPrivate fundHedge Fund, IA
Mar 29, 2023 to presentfactsec_form_adv_history
→ TA XIII-B, L.P.Private fundHedge Fund, IA
Aug 27, 2019 to presentfactsec_form_adv_history
→ TA XII-B L.P.Private fundHedge Fund, IA
Feb 26, 2016 to presentfactsec_form_adv_history
→ TA ATLANTIC AND PACIFIC VII-B, L.P.Private fundHedge Fund, IA
Aug 29, 2012 to presentfactsec_form_adv_history
→ TA XIV-A, L.P.Private fundHedge Fund, IA
Aug 25, 2021 to presentfactsec_form_adv_history
→ TA XV-A, L.P.Private fundHedge Fund, IA
May 22, 2023 to presentfactsec_form_adv_history
→ TA INVESTORS IV, L.P.Private fundHedge Fund, IA
May 15, 2013 to presentfactsec_form_adv_history
→ TA SUBORDINATED DEBT FUND IV L.P.Private fundHedge Fund, IA
Feb 26, 2016 to presentfactsec_form_adv_history
→ TA XI L.P.Private fundHedge Fund, IA
Feb 14, 2012 to presentfactsec_form_adv_history
→ TA ATLANTIC AND PACIFIC VI L.P.Private fundHedge Fund, IA
Feb 14, 2012 to presentfactsec_form_adv_history
→ TA XIII-A, L.P.Private fundHedge Fund, IA
Aug 27, 2019 to presentfactsec_form_adv_history
→ TA XII-A, L.P.Private fundHedge Fund, IA
Feb 26, 2016 to presentfactsec_form_adv_history
→ TA SELECT OPPORTUNITIES FUND-B, L.P.Private fundHedge Fund, IA
Feb 21, 2020 to presentfactsec_form_adv_history
→ TA INVESTORS SELECT OPPORTUNITIES, L.P.Private fundHedge Fund, IA
Feb 21, 2020 to presentfactsec_form_adv_history
→ TA INVESTORS III L.P.Private fundHedge Fund, IA
Feb 14, 2012 to presentfactsec_form_adv_history
→ TA INVESTORS XIII, L.P.Private fundHedge Fund, IA
Aug 27, 2019 to presentfactsec_form_adv_history
→ TA ATLANTIC AND PACIFIC VII-A, L.P.Private fundHedge Fund, IA
Aug 29, 2012 to presentfactsec_form_adv_history
→ TA INVESTORS 2024, L.P.Private fundHedge Fund, IA
May 22, 2023 to presentfactsec_form_adv_history
→ TA XV-C SCSPPrivate fundHedge Fund, IA
May 22, 2023 to presentfactsec_form_adv_history
→ TA SELECT OPPORTUNITIES FUND II-B, L.P.Private fundHedge Fund, IA
Aug 25, 2021 to presentfactsec_form_adv_history
→ TA SELECT OPPORTUNITIES FUND-A, L.P.Private fundHedge Fund, IA
Feb 21, 2020 to presentfactsec_form_adv_history
→ TA DEBT FUND V, L.P.Private fundHedge Fund, IA
Aug 29, 2022 to presentfactsec_form_adv_history
→ TA SUBORDINATED DEBT FUND III L.P.Private fundHedge Fund, IA
Feb 14, 2012 to presentfactsec_form_adv_history
→ TA SELECT OPPORTUNITIES FUND II-A, L.P.Private fundHedge Fund, IA
Aug 25, 2021 to presentfactsec_form_adv_history
→ TA XV-B, L.P.Private fundHedge Fund, IA
May 22, 2023 to presentfactsec_form_adv_history
→ TA INVESTORS XII L.P.Private fundHedge Fund, IA
Feb 26, 2016 to presentfactsec_form_adv_history
→ TA XIV-B, L.P.Private fundHedge Fund, IA
Aug 25, 2021 to presentfactsec_form_adv_history
→ TA STRATEGIC PARTNERS FUND II L.P.Private fundHedge Fund, IA, no longer reported
Feb 14, 2012 to Jan 9, 2023factsec_form_adv_history
→ TA SUBORDINATED DEBT FUND II L.P.Private fundHedge Fund, IA, no longer reported
Feb 14, 2012 to Mar 31, 2021factsec_form_adv_history
→ TA X L.P.Private fundHedge Fund, IA, no longer reported
Feb 14, 2012 to Feb 1, 2021factsec_form_adv_history
and 11 more

Registered with (2)

← MICHAEL ROY BURNSAdvisorregistration: current employment
Jan 30, 2024 to presentfactiapd_individual_feed
← MICHAEL ROY BURNSAdvisorregistration: previous registration
Apr 5, 2023 to Dec 31, 2023factiapd_individual_feed

Controls (13)

← MULLOY, JENNIFER, M.OwnerMANAGING DIRECTOR AND MEMBER OF THE EXECUTIVE COMMITTEE, ownership code NA, individual
Mar 31, 2021 to Sep 4, 2024factsec_form_adv_history
← BARBETTA, JENNIFER, AMIOwnerMANAGING DIRECTOR AND CHIEF OPERATING OFFICER, ownership code NA, individual
Jan 9, 2023 to Sep 4, 2024factsec_form_adv_history
← EL-NAZER, HYTHEM, TALAATOwnerMANAGING DIRECTOR AND MEMBER OF THE EXECUTIVE COMMITTEE, ownership code NA, individual
Mar 31, 2021 to Sep 4, 2024factsec_form_adv_history
← TOOMEY, MELANIE, RAEOwnerCHIEF FINANCIAL OFFICER, MANAGEMENT COMPANY, ownership code NA, individual
Mar 31, 2021 to Sep 4, 2024factsec_form_adv_history
← PRICE, ARTHUR, BRODERICKOwnerGENERAL COUNSEL, ownership code NA, individual
Mar 29, 2024 to Sep 4, 2024factsec_form_adv_history
← NEDUNGADI, AJITOwnerMANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER AND CHAIR OF THE EXECUTIVE COMMITTEE OF TA ASSOCIATES, L.P., ownership code NA, individual
Mar 31, 2021 to Sep 4, 2024factsec_form_adv_history
← Riera, Kelly, H.OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 5, 2021 to Sep 4, 2024factsec_form_adv_history
← Wallace, Gregory, M.OwnerCHIEF FINANCIAL OFFICER, FUNDS, ownership code NA, individual
Mar 31, 2021 to Sep 4, 2024factsec_form_adv_history
← Werlin, Jason, P.OwnerMANAGING DIRECTOR AND MEMBER OF THE EXECUTIVE COMMITTEE, ownership code NA, individual
Jan 9, 2023 to Sep 4, 2024factsec_form_adv_history
← TA ASSOCIATES MANAGEMENT HOLDING, L.P.OwnerLIMITED PARTNER, ownership code E, domestic entity
Feb 14, 2012 to Sep 4, 2024factsec_form_adv_history
← TA ASSOCIATES US HOLDING LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Jan 9, 2023 to Sep 4, 2024factsec_form_adv_history
← TA ASSOCIATES, L.P.OwnerGENERAL PARTNER, ownership code F, domestic entity
Feb 14, 2012 to Sep 4, 2024factsec_form_adv_history
← TA ASSOCIATES, L.P.OwnerGENERAL PARTNER, ownership code NA, domestic entity
Feb 14, 2012 to Sep 4, 2024factsec_form_adv_history

Dated events

Occurred
Sep 4, 2024
Control person left
J Brian Conway (Managing Director And Chairman Of The Executive Committee) no longer on Schedule A of Ta Associates (listed 2024-03-29, absent 2024-09-04)
sec_form_adv_historyobserved 3 days ago
Occurred
Mar 29, 2024
Control person joined
Broderick Arthur Price (General Counsel) appeared on Schedule A of Ta Associates
sec_form_adv_historyobserved 3 days ago
Occurred
Mar 29, 2024
Control person left
Chase Jeffrey Hadden (Managing Director, Chief Operating Officer And General Counsel) no longer on Schedule A of Ta Associates (listed 2024-01-19, absent 2024-03-29)
sec_form_adv_historyobserved 3 days ago
Occurred
May 22, 2023
Regulatory AUM changed
Ta Associates reported RAUM $57.0B, up 37% from $41.5B (2023-03-29 to 2023-05-22)
sec_form_adv_historyobserved 3 days ago
$15.5B
Occurred
Jan 9, 2023
Control person joined
P. Jason Werlin (Managing Director And Member Of The Executive Committee) appeared on Schedule A of Ta Associates
sec_form_adv_historyobserved 3 days ago
Occurred
Jan 9, 2023
Control person joined
Ami Jennifer Barbetta (Managing Director And Chief Operating Officer) appeared on Schedule A of Ta Associates
sec_form_adv_historyobserved 3 days ago
Occurred
Aug 25, 2021
Regulatory AUM changed
Ta Associates reported RAUM $49.7B, up 60% from $31.0B (2021-03-31 to 2021-08-25)
sec_form_adv_historyobserved 3 days ago
$18.7B
Occurred
Mar 31, 2021
Regulatory AUM changed
Ta Associates reported RAUM $31.0B, up 26% from $24.5B (2021-02-01 to 2021-03-31)
sec_form_adv_historyobserved 3 days ago
$6.5B
Occurred
Mar 31, 2021
Control person joined
J Brian Conway (Managing Director And Chairman Of The Executive Committee) appeared on Schedule A of Ta Associates
sec_form_adv_historyobserved 3 days ago
Occurred
Mar 31, 2021
Control person joined
Talaat Hythem El-Nazer (Managing Director And Member Of The Executive Committee) appeared on Schedule A of Ta Associates
sec_form_adv_historyobserved 3 days ago
Occurred
Mar 31, 2021
Control person joined
M. Jennifer Mulloy (Managing Director And Member Of The Executive Committee) appeared on Schedule A of Ta Associates
sec_form_adv_historyobserved 3 days ago
Occurred
Mar 31, 2021
Control person joined
Ajit Nedungadi (Managing Director, Chief Executive Officer And Member Of The Executive Committee) appeared on Schedule A of Ta Associates
sec_form_adv_historyobserved 3 days ago
Occurred
Mar 31, 2021
Control person joined
Chase Jeffrey Hadden (Managing Director, Chief Operating Officer And General Counsel) appeared on Schedule A of Ta Associates
sec_form_adv_historyobserved 3 days ago
Occurred
Aug 27, 2019
Regulatory AUM changed
Ta Associates reported RAUM $23.6B, up 69% from $14.0B (2019-03-29 to 2019-08-27)
sec_form_adv_historyobserved 3 days ago
$9.7B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:94c96d5d-ee54-4c88-43ce-9cf51d371b77
First observed: Feb 14, 2012
Last observed: May 26, 2026 3 months ago
Sources: sec_form_adv_history, sec_adv_roster, iapd_firm_feed
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.

TA ASSOCIATES

TA ASSOCIATES MANAGEMENT, L.P., CRD 156699

BOSTON, MA

Data as of May 26, 2026 (this record's last observation) from sec_form_adv_history, sec_adv_roster, iapd_firm_feed. Page built Sep 18, 2026, 4:50 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL ROY BURNS

n/a

Austin, TX

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

TA XV-A, L.P.

Hedge Fund

$8.0B

Sep 4, 2024

185

May 22, 2023

reported

021-477336

TA XIII-A, L.P.

Hedge Fund

$7.7B

Sep 4, 2024

140

Aug 27, 2019

reported

021-338590

TA XV-B, L.P.

Hedge Fund

$7.4B

Sep 4, 2024

370

May 22, 2023

reported

021-477340

TA XIV-A, L.P.

Hedge Fund

$6.8B

Sep 4, 2024

164

Aug 25, 2021

reported

021-400695

TA XIV-B, L.P.

Hedge Fund

$5.7B

Sep 4, 2024

367

Aug 25, 2021

reported

021-400696

TA XII-A, L.P.

Hedge Fund

$5.0B

Sep 4, 2024

126

Feb 26, 2016

reported

021-242139

TA XIII-B, L.P.

Hedge Fund

$4.7B

Sep 4, 2024

263

Aug 27, 2019

reported

021-338592

TA INVESTORS XIII, L.P.

Hedge Fund

$2.2B

Sep 4, 2024

281

Aug 27, 2019

reported

021-338580

TA XII-B L.P.

Hedge Fund

$2.0B

Sep 4, 2024

206

Feb 26, 2016

reported

021-242140

TA INVESTORS 2024, L.P.

Hedge Fund

$1.3B

Sep 4, 2024

May 22, 2023

reported

021-477176

TA DEBT FUND V, L.P.

Hedge Fund

$1.2B

Sep 4, 2024

Aug 29, 2022

reported

021-447723

TA XV-C SCSP

Hedge Fund

$1.1B

Sep 4, 2024

May 22, 2023

reported

021-477342

TA SELECT OPPORTUNITIES FUND-A, L.P.

Hedge Fund

$1.1B

Sep 4, 2024

Feb 21, 2020

reported

021-353603

TA ATLANTIC AND PACIFIC VII-B, L.P.

Hedge Fund

$1.0B

Sep 4, 2024

179

Aug 29, 2012

reported

021-178107

TA SELECT OPPORTUNITIES FUND II-A, L.P.

Hedge Fund

$1.0B

Sep 4, 2024

Aug 25, 2021

reported

021-400689

TA XI L.P.

Hedge Fund

$845M

Sep 4, 2024

238

Feb 14, 2012

reported

021-130705

TA ATLANTIC AND PACIFIC VII-A, L.P.

Hedge Fund

$622M

Sep 4, 2024

Aug 29, 2012

reported

021-178094

TA SUBORDINATED DEBT FUND IV L.P.

Hedge Fund

$544M

Sep 4, 2024

Feb 26, 2016

reported

021-244698

TA SELECT OPPORTUNITIES FUND II-B, L.P.

Hedge Fund

$449M

Sep 4, 2024

Aug 25, 2021

reported

021-400693

TA INVESTORS SELECT OPPORTUNITIES, L.P.

Hedge Fund

$296M

Sep 4, 2024

203

Feb 21, 2020

reported

021-353605

TA INVESTORS IV, L.P.

Hedge Fund

$293M

Sep 4, 2024

190

May 15, 2013

reported

021-197254

TA SELECT OPPORTUNITIES FUND-B, L.P.

Hedge Fund

$261M

Sep 4, 2024

Feb 21, 2020

reported

021-353604

TA INVESTORS XII L.P.

Hedge Fund

$237M

Sep 4, 2024

164

Feb 26, 2016

reported

021-258065

TA DEBT FUND V FEEDER FUND (THE "SUB-FUND") A SUB-FUND OF TA ASSOCIATES QIAIF ICAV

Hedge Fund

$173M

Sep 4, 2024

Mar 29, 2023

reported

021-458396

TA X L.P.

Hedge Fund

$123M

Feb 1, 2021

316

Feb 14, 2012

dropped

021-89077

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARBETTA, JENNIFER, AMI

MANAGING DIRECTOR AND CHIEF OPERATING OFFICER

yes

09/2022

Jan 9, 2023

Sep 4, 2024

EL-NAZER, HYTHEM, TALAAT

MANAGING DIRECTOR AND MEMBER OF THE EXECUTIVE COMMITTEE

yes

01/2021

Mar 31, 2021

Sep 4, 2024

MULLOY, JENNIFER, M.

MANAGING DIRECTOR AND MEMBER OF THE EXECUTIVE COMMITTEE

yes

01/2017

Mar 31, 2021

Sep 4, 2024

NEDUNGADI, AJIT

MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER AND CHAIR OF THE EXECUTIVE COMMITTEE OF TA ASSOCIATES, L.P.

yes

09/2024

Mar 31, 2021

Sep 4, 2024

PRICE, ARTHUR, BRODERICK

GENERAL COUNSEL

yes

03/2024

Mar 29, 2024

Sep 4, 2024

Riera, Kelly, H.

CHIEF COMPLIANCE OFFICER

yes

01/2021

Jan 5, 2021

Sep 4, 2024

TA ASSOCIATES MANAGEMENT HOLDING, L.P.

LIMITED PARTNER

yes

02/2012

Feb 14, 2012

Sep 4, 2024

TA ASSOCIATES US HOLDING LLC

GENERAL PARTNER

yes

02/2012

Jan 9, 2023

Sep 4, 2024

TA ASSOCIATES, L.P.

GENERAL PARTNER

yes

02/2012

Feb 14, 2012

Sep 4, 2024

TA ASSOCIATES, L.P.

GENERAL PARTNER

yes

07/1993

Feb 14, 2012

Sep 4, 2024

TOOMEY, MELANIE, RAE

CHIEF FINANCIAL OFFICER, MANAGEMENT COMPANY

yes

01/2019

Mar 31, 2021

Sep 4, 2024

Wallace, Gregory, M.

CHIEF FINANCIAL OFFICER, FUNDS

yes

01/2019

Mar 31, 2021

Sep 4, 2024

Werlin, Jason, P.

MANAGING DIRECTOR AND MEMBER OF THE EXECUTIVE COMMITTEE

yes

01/2023

Jan 9, 2023

Sep 4, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TA ASSOCIATES AP VI L.P.

n/a

yes

n/a

TA ASSOCIATES AP VII CAYMAN GP, L.P.

n/a

yes

n/a

TA ASSOCIATES AP VII GP L.P.

n/a

yes

n/a

TA ASSOCIATES CAYMAN, LLC

n/a

yes

n/a

TA ASSOCIATES DF V GP, L.P.

n/a

yes

n/a

TA ASSOCIATES SDF III CAYMAN GP, L.P.

n/a

yes

n/a

TA ASSOCIATES SDF III GP L.P.

n/a

yes

n/a

TA ASSOCIATES SDF IV CAYMAN GP, L.P.

n/a

yes

n/a

TA ASSOCIATES SDF IV GP L.P.

n/a

yes

n/a

TA ASSOCIATES SOF GP, L.P.

n/a

yes

n/a

TA ASSOCIATES SOF II GP, L.P.

n/a

yes

n/a

TA ASSOCIATES XI CAYMAN GP, L.P.

n/a

yes

n/a

TA ASSOCIATES XI GP, L.P.

n/a

yes

n/a

TA ASSOCIATES XII CAYMAN GP, L.P.

n/a

yes

n/a

TA ASSOCIATES XII GP L.P.

n/a

yes

n/a

TA ASSOCIATES XIII GP, L.P.

n/a

yes

n/a

TA ASSOCIATES XIV GP, L.P.

n/a

yes

n/a

TA ASSOCIATES XV EU GP, S.A.R.L.

n/a

yes

n/a

TA ASSOCIATES XV GP, L.P.

n/a

yes

n/a

TA ASSOCIATES, L.P.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

MENLO PARK

United States

AUSTIN

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$61B

261

188

n/a

2024

Mar 31, 2025

$59B

252

184

n/a

2023

Mar 29, 2024

$60B

249

180

$60B

2022

Mar 29, 2023

$42B

233

165

$42B

2021

Mar 31, 2022

$45B

181

137

$46B

2020

Mar 31, 2021

$31B

157

101

$31B

2019

Mar 30, 2020

$25B

145

$25B

2018

Mar 29, 2019

$14B

138

$14B

2017

Mar 30, 2018

$13B

128

$13B

2016

Mar 31, 2017

$14B

126

n/a

$14B

2015

Mar 30, 2016

$14B

118

n/a

$14B

2014

Mar 30, 2015

$11B

105

n/a

$11B

2013

Mar 25, 2014

$12B

105

n/a

$12B

2012

Mar 22, 2013

$11B

100

n/a

$11B

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$55B

$59B

-7.1%

$42B

9.9%

266

252