SourcingSourcing

TA REALTY LLC

C35
CRD 108586·SEC 801-57460·BOSTON, MA
AUM
$1.48B
$1B+
Est. Revenue
$14.8M
@ 1% on AUM
Est. EBITDA
$4.4M
@ 30% margin
Est. Deal Value
$35.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TA REALTY LLC
CRD
108586
SEC file #
801-57460
EIN
823701425
DBA names
—

Economics

AUM
$1.48B
AUM band
$1B+
AUM trajectory
'20'26
$1.66B → $1.48B▼ -11%
Client mix
Pooled Investment Vehicles23
State Or Municipal Govt2
Individuals High Net Worth1

Operations

Employees (total)
152
Advisory staff (per ADV)
88
Advisory staff (5-yr trend)
'20'26
56 advisors → 88 advisors▲ +57%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPension consultingOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
tarealty.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MEC GLOBAL PARTNERS AMERICA INC.
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
MEC GLOBAL PARTNERS AMERICA INC.
BUCKINGHAM, JAMES, OTIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TAREALTY.COM
Rdap Domain Creation Date
1997-04-09T04:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
9
Form 5500 Total Participants
161
Form 5500 Total Compensation
439,519
Form 5500 Compensation Trajectory 3y
2025262,041
2026177,478
20240
Form 5500 Plan Count Trajectory 3y
20254
20264
20241
Schedule C Total Compensation
439,519
Schedule C Service Provider Rows
9

SEC EDGAR

Edgar Cik
0001736415
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2018-04-11
Edgar Last Filing Date
2018-04-11
Edgar Form D Count
1
Edgar Form D Offerings
2018-04-112018-04-11 · 0001736415-18-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo4
E*trade4
Bny Mellon2
Edgar Addresses
Mailing
C/O TA REALTY LLC28 STATE STREETBOSTON, MA 02109
Business
C/O TA REALTY LLC28 STATE STREETBOSTON, MA 02109
Edgar EIN
823701425
Edgar Recent Filings
D2018-04-11 · 0001736415-18-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-10T04:00:00Z
Rdap Domain Last Changed
2022-09-03T09:02:30Z
Rdap Nameservers
Ns47.domaincontrol.comNs48.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (9)

9
BUCKINGHAM, JAMES, OTIS
Executive Officer · 2.5%
4780448
Haggerty, Michael, Robert
Executive Officer · 2.5%
7266854
RAISIDES, JAMES, PAUL
Executive Officer · 2.5%
5657052
DALRYMPLE, SCOTT, LORING
Executive Officer · 2.5%
5030858
INAGAWA, JUNJI, (NMN)
Executive Officer · 2.5%
6445947
KROGH, LORI, ANN
Executive Officer · 2.5%
7839626
NAGANUMA, BUNROKU, (NMN)
Executive Officer · 2.5%
8070993
RANDALL EDWIN WILBERT
Executive Officer · 2.5%
5951608
YASHIRO, TSUBASA, (NMN)
Executive Officer · 2.5%
7997122