TA Associates

Evidence PackPROIndependent

Multi-StrategyBOSTON, MA, United States Founded 1968 Website

AUM

$60721.2T

Ownership

independent

Stakeability

37 / VERY LOW

Priority

Tier 2

Employees

150

Leveraging its deep industry expertise and strategic resources, TA collaborates with management teams worldwide to help high-quality companies deliver lasting value. The firm has raised $65 billion in capital to date and has over 150 investment professionals across offices in Boston, Menlo Park, Austin, London, Mumbai and Hong Kong.

SEC RegisteredFund PerformanceBDC ExposureTeam DataRegulatoryNews Coverage

Coverage

50%

Adaptive profile: standard

Signals present

6/12

SEC / ADVFund Performance(30)BDC Exposure(13)13F Holders(0)Team(30)ILS Deals(0)Regulatory(8)Legal(0)Lobbying(0)Hiring(0)News(3)GP Stakes Deals(0)

Data Freshness

Recent Changes

Stakeability Breakdown

37 / 100

Fund PerformanceAUM growth and fundraising track record

Team StabilityLeadership continuity and key person risk

Market PositionBrand strength and competitive positioning

Succession ReadinessNext-gen leadership and governance structure

Transaction FeasibilityLikelihood of a stake transaction

Unable to load signal breakdown.

IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number

156699

SEC File Number

801-74026

Registration Type

Registered

Filing Date

May 20, 2025

Employee Count

N/A

Discretionary AUM

$60.7B

Private Funds

PE Funds

N/A

VC Funds

N/A

RE Funds

N/A

Hedge Funds

Gross Assets (Private)

$61.2B

Source: SEC IAPD