DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Private fund

Ta Investors Xiii, L.P.

Hedge Fundadvised byTa Associatesasset manager805-3658177781IAPD
Gross asset value
$2.2B
as of Sep 4, 2024; not a fund size
Peak GAV
$2.2B
highest filing
Owners
281
beneficial owners reported
Minimum investment
n/a
as reported
Adviser and related own
100%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
19%
Reported
17 filings
Aug 27, 2019 to Sep 4, 2024
Reporting history
one row per Form ADV filing
Gross asset value$2.2B as of Sep 4, 2024
Aug 27, 2019$680M then
Owners281 as of Sep 4, 2024
Aug 27, 20190 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
Cayman Islandsreported
Clients solicited
noreported
Form D file number
021-338580reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Avanza Bank Ab
    Sto, Sweden · LEI 5493009VJC01E4H6HH77
  • Bank Of America Corporation
    Charlotte, North Carolina · LEI B4TYDEB6GKMZO031MB27
  • Bny Mellon Securities Corporation
    New York, New York
  • First Republic
    San Francisco, California · LEI YWC0TIKBQM2JV8L4IV08
  • Hdfc Bank Limited
    Mumbai, India · LEI L65920MH1994PLC08061
  • Merrill Lynch, Pierce, Fenner & Smith Incorporated
    New York, New York
  • Numis Nominees
    London, United Kingdom · LEI 213800WQGWPS2UB4LK75
  • Raiffeisen Bank Zrt.
    Budapest, Hungary · LEI 5493001U1K6M7JOL5W45
Across DFX
shared identifiers only
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
on the adviser's latest filing in the extractderived
Share
100%reportedadviser and related persons