TA Associates

Private equity with venture activitySEC-registered adviserClassification candidate· Boston, MassachusettsTA.COM

A leading global private equity firm. TA fosters collaborative partnerships with teams and stakeholders that build outstanding businesses with lasting value.

In the firm's own words, from its website.

Reported fund assets
$28B
sum of its funds' Form ADV filings, last 30 months
New companies, 12 mo
None
Investment team
101
Latest vintage
2025
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

125 additional team members, 35 additional co-investors and affiliates, 281 additional investments, funds and LPs, 27 events, 400 verified contacts (202 professional url, 122 published business email, 75 direct business phone, 1 firm phone)

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What matters now

  1. 1 departure
    people, 12 months

    A team member departed (seen on or before 30 Sep 2026, the day it happened is not on record).

    A partner leaving or arriving changes who decides, and who a founder or LP should call.

    InferenceVenture organization websites (about, team, portfolio, thesis, news pages)For Founders, LPs, recruitersTeam →
  2. 2 deals
    with Peak Xv Partners Operations

    Invests most often alongside Peak Xv Partners Operations (2 shared deals) and Saltoun Capital Partners Management (2 shared deals).

    pair last observed on record 1 Oct 2026, not a deal date · The firms it syndicates with are the likeliest to see the same deals and to fill out its rounds.

    Measuredshared rounds and portfolio companies on recordFor Founders building a round, co-investorsCo-investors →

People to know

View all people
  • Managing Director
    Why: Managing director
    PhoneProfile
  • Managing Director
    Why: Managing director
    EmailProfile
  • Managing Director, Chief Executive Officer And Chair Of The Executive Committee Of Ta Associates, L.P.
    Why: Runs the firm (chief executive or president)
    No route on file yet

Relationship network

386 connected entities

From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.

Reading the network
  • Sponsor
  • Company
  • Capital provider
  • Fund or vehicle
  • Person
›How strength and recency are read

Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

How am I connected?

Name your firm, a company or a person, and DFX finds the published routes to TA Associates: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.

See how you connect to TA Associates

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

284 companies on record, 0 new in 12 months

Investments on record

284 companies, 45 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
10bisportfolio listingunknownunknownunknownunknownSep 30, 2026Fact Firm website
2nd Story Softwareportfolio listingunknownunknownunknownunknownSep 30, 2026Fact Firm website
8amportfolio listingunknownunknownunknownunknownSep 30, 2026Fact Firm website

Stated thesis versus observed behaviour

328 observed deals
Stated (the firm’s website)
Sectors
ai, healthcare, consumer, energy
Stages
not stated or not yet read
Geography
austin, boston, global, globally, uk, worldwide
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Industries, each company once
Hardware and deep tech, Software or Tech-enabled and IT services (1)
lead rate no observed dealsfollow-on rate 100%new companies, 12 months 0

Team

129 current, 5 departed

Decision makers

who to call first, and why; then everyone else by function
  • Ashutosh Agrawal · Managing Director
    Why this person: Managing director; Named with investment responsibility; Confirmed current on the firm's own site 2026-09-30
    Business phone and LinkedIn or profile link on file (their bio on the firm's website, firm website), confirmed 2026-09-30, confidence 90%
  • Birker B. Bahnsen · Managing Director
    Why this person: Managing director; Named with investment responsibility; Confirmed current on the firm's own site 2026-09-30
    LinkedIn or profile link and work email on file (firm website, their bio on the firm's website), confirmed 2026-09-30, confidence 90%
  • Ajit Nedungadi · Managing Director, Chief Executive Officer And Chair Of The Executive Committee Of Ta Associates, L.P.
    Why this person: Runs the firm (chief executive or president); Named with investment responsibility

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. 2 with a route on file. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Investment team

129 current, 5 departed
4 departed (kept with end dates)
  • Christine Kim · Associate · ? to Sep 30, 2026 Inference
  • Brian J Conway · Managing Director And Chairman Of The Executive Committee · Jan 1, 2007 to Sep 4, 2024 Inference
  • Jeffrey Chase Hadden · Chief Compliance Officer · Feb 1, 2014 to Jan 5, 2021 Inference

Contacts

122 published business email, 1 firm phone, 75 direct business phone, 202 professional url

122 published business email, 1 firm phone, 75 direct business phone, 202 professional url on record, each with its source. Values open with the complete profile.

Funds and LPs

10 vehicles, 10 LPs disclosed

Funds and vehicles

10 reported, 2 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
TA Associates XV LPFund2025 lp reportedEarly deploymentunknownunknownunknownunknown
TA Xv-A, L.P.Feeder or parallel · ADV: Hedge Fund2023 adv first reportedActive deployment$8.0B
Sep 4, 2024
185$0Mar 29, 2023
TA XVFund2023 lp reportedActive deploymentunknownunknownunknownunknown

Limited partners

10 LPs, 40 disclosed commitments

Known LPs and allocators

42 relationships across the firm's funds, from public pensions and the allocator graph
AllocatorTypeFundAmountDateSource
Washington State Investment BoardPUBLIC INSTITUTIONAL POOLTA XV$750M
committed
committed Feb 10, 2025Fact Pension disclosure
New York State Common Retirement FundPUBLIC INSTITUTIONAL POOLTA XV$450M
committed
reported as of Mar 31, 2025Fact Pension disclosure
New York State Common Retirement FundPUBLIC INSTITUTIONAL POOLTA Xiv-A, L.P.$410M
committed
committed May 27, 2021Fact Pension disclosure

Relationships across DFX

38 co-investors · on 4 other DFX graphs

Co-investors

38 counted from shared deals, for the whole firm
Across DFX and the capital chainon 4 other DFX graphs · 202 capital paths Show
Across DFX
  • The same institution is held on Allocators, Private Equity, RIA and Wealth, Private Credit, matched by identifier. See which records
Across the graphs

TA Associates is the same institution as 4 records in Allocators, Private Equity, RIA and Wealth and Private Credit.

Allocators1Private Equity1RIA and Wealth1Private Credit1

DFX found 4 relationships across 4 datasets

Which record it is in each graph, what it is called there, and how the two were matched.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Checking your plan…

Capital chain

TA Associates sits on 202 traced paths of capital across the graphs.

Allocator to VC fund to manager to company

DFX traced 202 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Evidence and history

32 dated events, 66 observations from 3 sources

Timeline

32 dated events
  1. seen on or beforeSep 30, 2026
    Christine Kim (Associate) no longer on the team page of TA Associates
    Person leftPeopleInferenceChristine KimFirm website
  2. seen on or beforeSep 13, 2026
    TA Associates: CORPORATE_VENTURE -> PE_WITH_VENTURE_ACTIVITY (no venture fund on Form ADV; public LPs book its vehicles as Growth Equity, Venture Capital)
    Classification changedClassificationInference
  3. Jun 30, 2025
    Mass PRIM lists TA Associates among its private equity managers
  4. Jun 2, 2025
    Illinois TRS lists TA Associates among its private equity managers
  5. Jan 9, 2025
    NYSCRF commits $300,000,000 to TA Clarendon East, L.P. (TA Associates), closed 2025-01-09, existing relationship

Identity and regulatory footprint

Address, phone, Form ADV filing and ownersForm ADV filed Sep 4, 2024 · 27 private fundsShow
Headquarters
Boston, MAadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.sec.gov
Website
TA.COM
SEC adviser type
Registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Sep 4, 2024
Private funds reported
27 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$60Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$60Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
249

Classification history

Every classification this record has carried2 on recordShow
  1. Sep 13, 2026
    Private equity with venture activity (candidate, 50%)
    No venture fund on Form ADV; public LPs book its vehicles as Growth Equity, Venture Capital
  2. Sep 13, 2026
    Corporate venture (candidate, 50%)

Evidence

66 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeRegistered investment adviserSep 4, 2024FactForm ADV
First Form ADV filing2012-02-14Sep 4, 2024FactForm ADV
Adv history loadedadv-hist-1Sep 13, 2026FactForm ADV
Latest Form ADV filing2024-09-04Sep 4, 2024FactForm ADV
Venture share of reported funds0Sep 4, 2024FactForm ADV
Business phoneSep 4, 2024FactForm ADV
DescriptionSep 30, 2026Fact
DescriptionSep 16, 2026Fact
DescriptionSep 13, 2026Fact
Employees249Sep 4, 2024FactForm ADV
HeadquartersBoston, MASep 4, 2024FactForm ADV
Lp strategy labelGrowth Equity, Venture CapitalSep 13, 2026FactPension disclosure
Office addressSep 4, 2024FactForm ADV
Portfolio pageSep 30, 2026Fact
Portfolio pageSep 16, 2026Fact
Portfolio pageSep 13, 2026Fact
Private funds reported27Sep 4, 2024FactForm ADV
Private fund gross assets (reported)$60BSep 4, 2024FactForm ADV
Regulatory AUM (adviser, not fund size)$60BSep 4, 2024FactForm ADV
Stated geographyAustin, boston, global, globally, UK, worldwide
“geography words on the home page”
Sep 30, 2026Fact
Stated geographyAustin, boston, global, globally, UK, worldwide
“geography words on the home page”
Sep 16, 2026Fact
Stated geographyAustin, boston, global, globally, UK, worldwide
“geography words on the home page”
Sep 13, 2026Fact
Stated sectorsAI, healthcare, consumer, energy
“sector words on the home page”
Sep 30, 2026Fact
Stated sectorsAI, healthcare, consumer, energy
“sector words on the home page”
Sep 16, 2026Fact
Stated sectorsAI, healthcare, consumer, energy
“sector words on the home page”
Sep 13, 2026Fact
Team pageSep 30, 2026Fact
Team pageSep 16, 2026Fact
Team pageSep 13, 2026Fact
Venture funds reported0Sep 4, 2024FactForm ADV
WebsiteSep 4, 2024FactForm ADV
Site titleSep 30, 2026Fact
Site titleSep 16, 2026Fact
Site titleSep 13, 2026Fact
How this is scored
Scores, classification basis and filing advisersPrivate equity with venture activity, candidateShow
Importance
43
elevated
Active deployment
25
moderate
Emerging
0
low
Freshness
100
high
Private equity with venture activity · candidateSEC registered investment adviser

No venture fund on Form ADV; public LPs book its vehicles as Growth Equity, Venture Capital

The inputs behind each score
importance
gav: 0 · funds: 0 · people: 1 · investments: 0.93 · scale basis: Venture-typed funds only (Private equity with venture activity): 0 funds, $0M of $28.3B reported · co investors: 0.64
active deployment
investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: not scored
emerging manager
fund count: 12 · reported gav: $28B · first adv filing: 2012-02-14 · years since first filing: 14.6

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Record history

5 identity changes, 6 dated events on the change ledger, latest event first
  • Fund refused
    2026-09-14
  • Fund refused
    2026-09-14
  • Fund refused
    2026-09-14

+8 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.