Ta Realty Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 26
- Avg AUM / client
- $56.8M
- Accounts
- 3
- Employees
- 152
AUM over time
Annual snapshots from Form ADV filings · as of May 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1 | $0 | — |
| Pooled investment vehicles (non-investment companies) | 23 | $1.5B | 100.0% |
| State or municipal government entities | 2 | $0 | — |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $2.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ta Realty Core Property Fund Pf 1, Lp | Other Private Fund | Delaware | $1.2B | 2 |
| Ta Realty Core Property Fund Pf 2, Lp | Other Private Fund | Delaware | $719M | 1 |
| Tad Pf 1 (Us), L.P. | Other Private Fund | Delaware | $199M | 1 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Sdc League Pension Fund Board Of Trustees Sdc League Pension Fund | 2024 | |
| Chicago Painters And Decorators Pension Fund Board Of Trustees Of Chicago Painters And Decorators Pension Fd | Darien, IL | 2024 |
| Aarp Employees' Pension Plan Aarp | Washington, DC | 2024 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Buckingham, James, Otis | Board Member And Managing Partner | Mar 2004 (22y) | Less than 5% | |
| Dalrymple, Scott, Loring | Partner, Chief Financial Officer | Mar 2009 (17y) | Less than 5% | |
| Inagawa, Junji, (Nmn) | Board Member | Jan 2015 (12y) | Less than 5% | |
| Wilbert, Randall, Edwin | Board Member | Jan 2020 (7y) | Less than 5% | |
| Haggerty, Michael, Robert | Board Member And Managing Partner | Jul 2020 (6y) | Less than 5% | |
| Raisides, James, Paul | Board Member And Managing Partner | Jul 2020 (6y) | Less than 5% | |
| Kimura, Toru, (Nmn) | Board Member | Apr 2023 (3y) | Less than 5% | |
| Krogh, Lori, Ann | Chief Compliance Officer | Dec 2023 (3y) | Less than 5% | |
| Yashiro, Tsubasa, (Nmn) | Board Member | Oct 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mec Global Partners America Inc. | Member | Jan 2015 | A | 50% – 75% |
| Mec Group International Inc. | Shareholder | Jan 2020 | B | ≈ 28.13% – 75% via Mec Global Partners Holdings Llc |
| Mitsubishi Estate Co., Ltd. | Shareholder | Feb 1997 | B | ≈ 21.09% – 75% via Mec Group International Inc. |
| Mec Global Partners Holdings Llc | Shareholder | Jan 2020 | B | ≈ 37.5% – 75% via Mec Global Partners America Inc. |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mec Group International Inc.: 75% – 100% of Mec Global Partners Holdings Llc × 75% – 100% of Mec Global Partners America Inc. × 50% – 75% direct ≈ 28.13% – 75% of the firm
- Mitsubishi Estate Co., Ltd.: 75% – 100% of Mec Group International Inc. × 75% – 100% of Mec Global Partners Holdings Llc × 75% – 100% of Mec Global Partners America Inc. × 50% – 75% direct ≈ 21.09% – 75% of the firm
- Mec Global Partners Holdings Llc: 75% – 100% of Mec Global Partners America Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $2.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ta Realty Core Property Fund Pf 1, Lp | Other Private Fund | $1.2B | $1.0M | 2 |
| Ta Realty Core Property Fund Pf 2, Lp | Other Private Fund | $719M | $1.0M | 1 |
| Tad Pf 1 (Us), L.P. | Other Private Fund | $199M | $0 | 1 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Sdc League Pension Fund | Board Of Trustees Sdc League Pension Fund | 1,252 | $50.9M | 09/01/2024 |
| Chicago Painters And Decorators Pension Fund | Board Of Trustees Of Chicago Painters And Decorators Pension Fd | 2,138 | $1.2B | 04/01/2024 |
| Aarp Employees' Pension Plan | Aarp | 2,180 | $1.6B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/05/2026 | 3.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • % OF CLIENT INCOME OR CAPITAL CONTRIBUTED;TRANSACTION BASED FEES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 05, 2026.
View current Form ADV (SEC/IAPD) ↗