Ta Capital Management, LLC is a large advisory firm based in Turnersville. It manages $132.4 million of regulatory assets for 133 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, New Jersey, New York, and Texas.
Ta Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ta Capital Management, LLC is $132.4 million. The firm's AUM has grown by 400% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Ta Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Ta Capital Management is high net worth individuals with 27 clients and $115.02 million of assets under management. Among the 8 most similar advisory firms, Ta Capital Management has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $132.4 million for 55 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Ta Capital Management doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Riyad Michael Said has served as the Chief Investment Officer since 1 Jun 2014. Aimee Hayden Baehr joined the executive team most recently as the Chief Compliance Officer.
The principal office where Ta Capital Management, LLC performs its advisory services is located at 215 Fries Mill Road Ste B6, Turnersville, NJ 08012, 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 6462905660 or by fax 917-398-1577. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at tacapitalmanagement.com.