TA ASSOCIATES L.P. Overview

Ta Associates L.p. is an investment advisor that manages 10.7 BN dollars in regulatory AUM and has 105 employees, of which 83 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 952MM in positions, representing 9% of the manager's regulatory AUM.

TA ASSOCIATES L.P. StockAlpha

+0.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

TA ASSOCIATES L.P. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BETR 56.43% Cons. Staples -40.12% -21.2% 20 4%
BATS 33.68% Financials 12.17% 0.92% 8 1%
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FEATURED IN
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TA ASSOCIATES L.P. Founders and Key Employees

Name Title In Position Since
Jeffrey C. Hadden Chief Compliance Officer February-2014

TA ASSOCIATES L.P. Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro

TA ASSOCIATES L.P. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis & Investment Strategy

The principal investment strategy of the Manager is to generate returns by providing strategic capital to profitable, private middle-market growth companies globally, primarily in opportunities originated and led by TA Associates. As discussed in Item 4, TA Associates maintains two varieties of investment vehicles, the Equity Funds and the Sub Debt Funds for which the methods of analysis are similar. In targeting and selecting its private equity and subordinated debt investment opportunities, the Manager focuses primarily on four areas: quality of management; market size and growth; product or service uniqueness/differentiation; and the ability to realize a gain. Generally, the company must have capable management, a growing, sizable market, a differentiated product or service and an understanding with management on avenues for eventual liquidity.

The Manag...
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TA ASSOCIATES L.P. Portfolio Concentration

TA ASSOCIATES L.P. Location

JOHN HANCOCK TOWER, 56TH FLOOR
200 CLARENDON STREET
BOSTON, Massachusetts
UNITED STATES, 02116

TA ASSOCIATES L.P. Contact Information

Phone Number: 617-574-6700
Fax Number: 617-574-6789
Website:

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