Tah Acquisition Company, LLC (Visalia)

Name: Tah Acquisition Company, LLC
Address: 113 North Church Street, Visalia, CA, 93291
Telephone: 559-677-7745

Tah Acquisition Company, LLC is a large advisory firm based in Visalia. It manages $150 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of California.

Tah Acquisition Company provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tah Acquisition Company: assets under management

The assets under management (AUM) of Tah Acquisition Company, LLC is $150 million. The company doesn't manage any assets belonging to foreign clients.

Tah Acquisition Company has custody of $150 million in cash and securities for 2 clients in total and its related person acts as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tah Acquisition Company, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tah Acquisition Company, LLC

Llc Tiaa Alternative Holdings joined the executive team most recently as the Direct Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ejnar Arch Knudsen	Chief executive officer	1 Aug 2012	25% - 50%	6032376
Lisa Watson	Chief financial officer	1 Sep 2014	Other	6450505
Llc Tiaa Alternative Holdings	Direct owner	1 Feb 2016	75% - 100%	81-1467545
Thomas Emil Grenville	Chief compliance officer	1 Feb 2016	Other	2737719
Michael George Phillips	Sr. director, associate general counsel	1 Feb 2016	Other	5576653

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Tiaa Board Of Overseers	Shareholder	1 Jun 1938	75% - 100%	13-6110585
Tiaa Cref Asset Management Llc	Shareholder	1 Oct 2013	75% - 100%	13-3905273
Teachers Insurance And Annuity Association Of America	Shareholder	1 Jul 2014	75% - 100%	13-1624203
Tiaa Global Asset Management Llc	Shareholder	1 Dec 2014	75% - 100%	47-1595484
Tiaa Alternative Holdings Llc	Shareholder	1 Feb 2016	75% - 100%	81-1467545

Based in Visalia

The principal office where Tah Acquisition Company, LLC performs its advisory services is located at 113 North Church Street, Visalia, CA 93291, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 559-677-7745. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at agrpartners.com.