Active
TA CAPITAL MANAGEMENT, LLC
Investment Advice|SEWELL, NJ
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$343.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 99.7M |
| Non-Discretionary | 244.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 169326 |
| SEC Number | 801-78797 |
| Street Address | 123 EGG HARBOR RD UNIT 506 |
| Location | SEWELL, NJ 08080 |
| Country | United States |
| Phone | 6462905660 |
| Total Employees | 3 |
Client Count by Type (87 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 48 |
| Individuals (other than H… | 30 |
| Charitable Organizations | 9 |
Community Partners
BOROUGH OF CLAYTON
BOROUGH OF GLASSBORO
BOROUGH OF NATIONAL PARK
BOROUGH OF NEWFIELD
BOROUGH OF PAULSBORO
BOROUGH OF PITMAN
BOROUGH OF SWEDESBORO
BOROUGH OF WENONAH
BOROUGH OF WESTVILLE
BOROUGH OF WOODBURY HEIGHTS
CITY OF WOODBURY
COUNTY OF GLOUCESTER
TOWNSHIP OF DEPTFORD
TOWNSHIP OF EAST GREENWICH
TOWNSHIP OF ELK
TOWNSHIP OF FRANKLIN
TOWNSHIP OF GREENWICH
TOWNSHIP OF HARRISON
TOWNSHIP OF LOGAN
TOWNSHIP OF MANTUA
BOROUGH OF CLAYTON
BOROUGH OF GLASSBORO
BOROUGH OF NATIONAL PARK
BOROUGH OF NEWFIELD
BOROUGH OF PAULSBORO
BOROUGH OF PITMAN
BOROUGH OF SWEDESBORO
BOROUGH OF WENONAH
BOROUGH OF WESTVILLE
BOROUGH OF WOODBURY HEIGHTS
CITY OF WOODBURY
COUNTY OF GLOUCESTER
TOWNSHIP OF DEPTFORD
TOWNSHIP OF EAST GREENWICH
TOWNSHIP OF ELK
TOWNSHIP OF FRANKLIN
TOWNSHIP OF GREENWICH
TOWNSHIP OF HARRISON
TOWNSHIP OF LOGAN
TOWNSHIP OF MANTUA
BOROUGH OF CLAYTON
BOROUGH OF GLASSBORO
BOROUGH OF NATIONAL PARK
BOROUGH OF NEWFIELD
BOROUGH OF PAULSBORO
BOROUGH OF PITMAN
BOROUGH OF SWEDESBORO
BOROUGH OF WENONAH
BOROUGH OF WESTVILLE
BOROUGH OF WOODBURY HEIGHTS
CITY OF WOODBURY
COUNTY OF GLOUCESTER
TOWNSHIP OF DEPTFORD
TOWNSHIP OF EAST GREENWICH
TOWNSHIP OF ELK
TOWNSHIP OF FRANKLIN
TOWNSHIP OF GREENWICH
TOWNSHIP OF HARRISON
TOWNSHIP OF LOGAN
TOWNSHIP OF MANTUA
Municipal Government
24 Active
24
Organizations
DEPTFORD BOARD OF FIRE COMMISSIONERS
DEPTFORD TOWNSHIP FIRE DISTRICT
FERRELL VOLUNTEER FIRE CO NO 1
FRANKLIN TOWNSHIP FIRE DISTRICT 1
FRANKLIN TOWNSHIP FIRE DISTRICT 2
FRANKLIN TOWNSHIP FIRE DISTRICT 3
FRANKLIN TOWNSHIP FIRE DISTRICT 4
FRANKLIN TOWNSHIP FIRE DISTRICT 5
GLOUCESTER COUNTY HOUSING DEVELOPMENT CORPORATION
GLOUCESTER COUNTY SOIL CONSERVATION DISTRICT
GLOUCESTER COUNTY UTILITIES AUTHORITY
HARRISON TOWNSHIP FIRE DISTRICT 1
HOUSING AUTHORITY OF GLOUCESTER COUNTY
MANTUA TOWNSHIP FIRE DISTRICT #1
MANTUA TWP FIRE DIST 1
WASHINGTON TOWNSHIP FIRE DISTRICT
WESTVILLE BOROUGH FIRE DISTRICT 1
WESTVILLE FIRE DISTRICT NO 1
DEPTFORD BOARD OF FIRE COMMISSIONERS
DEPTFORD TOWNSHIP FIRE DISTRICT
FERRELL VOLUNTEER FIRE CO NO 1
FRANKLIN TOWNSHIP FIRE DISTRICT 1
FRANKLIN TOWNSHIP FIRE DISTRICT 2
FRANKLIN TOWNSHIP FIRE DISTRICT 3
FRANKLIN TOWNSHIP FIRE DISTRICT 4
FRANKLIN TOWNSHIP FIRE DISTRICT 5
GLOUCESTER COUNTY HOUSING DEVELOPMENT CORPORATION
GLOUCESTER COUNTY SOIL CONSERVATION DISTRICT
GLOUCESTER COUNTY UTILITIES AUTHORITY
HARRISON TOWNSHIP FIRE DISTRICT 1
HOUSING AUTHORITY OF GLOUCESTER COUNTY
MANTUA TOWNSHIP FIRE DISTRICT #1
MANTUA TWP FIRE DIST 1
WASHINGTON TOWNSHIP FIRE DISTRICT
WESTVILLE BOROUGH FIRE DISTRICT 1
WESTVILLE FIRE DISTRICT NO 1
DEPTFORD BOARD OF FIRE COMMISSIONERS
DEPTFORD TOWNSHIP FIRE DISTRICT
FERRELL VOLUNTEER FIRE CO NO 1
FRANKLIN TOWNSHIP FIRE DISTRICT 1
FRANKLIN TOWNSHIP FIRE DISTRICT 2
FRANKLIN TOWNSHIP FIRE DISTRICT 3
FRANKLIN TOWNSHIP FIRE DISTRICT 4
FRANKLIN TOWNSHIP FIRE DISTRICT 5
GLOUCESTER COUNTY HOUSING DEVELOPMENT CORPORATION
GLOUCESTER COUNTY SOIL CONSERVATION DISTRICT
GLOUCESTER COUNTY UTILITIES AUTHORITY
HARRISON TOWNSHIP FIRE DISTRICT 1
HOUSING AUTHORITY OF GLOUCESTER COUNTY
MANTUA TOWNSHIP FIRE DISTRICT #1
MANTUA TWP FIRE DIST 1
WASHINGTON TOWNSHIP FIRE DISTRICT
WESTVILLE BOROUGH FIRE DISTRICT 1
WESTVILLE FIRE DISTRICT NO 1
Special District
18 Active
18
Organizations
CLAYTON BORO SCH DIST
CLEARVIEW REG HIGH SCHOOL DIST
DELSEA REGIONAL HIGH SCHOOL DISTRICT
DEPTFORD TWP SCH DIST
EAST GREENWICH TWP SCH DIST
ELK TWP SCH DIST
GATEWAY REGIONAL SCHOOL DIST
GLASSBORO SCH DIST
GLOUCESTER COUNTY SPECIAL SERVICES SCHOOL DISTRICT
GLOUCESTER COUNTY VOCATIONAL-TECHNICAL SCHOOL
GREEWICH TOWNSHIP SCHOOL DISTRICT
HARRISON TWP SCH DIST
KINGSWAY REGIONAL HIGH SCHOOL DIST
LOGAN TWP SCH DIST
MANTUA TWP SCH DIST
MONROE TWP SCH DIST
NATIONAL PARK BORO SCHOOL DIST
PAULSBORO BORO SCH DIST
PITMAN BORO SCH DIST
ROWAN COLLEGE OF SOUTH JERSEY-GLOUCESTER CAMPUS
CLAYTON BORO SCH DIST
CLEARVIEW REG HIGH SCHOOL DIST
DELSEA REGIONAL HIGH SCHOOL DISTRICT
DEPTFORD TWP SCH DIST
EAST GREENWICH TWP SCH DIST
ELK TWP SCH DIST
GATEWAY REGIONAL SCHOOL DIST
GLASSBORO SCH DIST
GLOUCESTER COUNTY SPECIAL SERVICES SCHOOL DISTRICT
GLOUCESTER COUNTY VOCATIONAL-TECHNICAL SCHOOL
GREEWICH TOWNSHIP SCHOOL DISTRICT
HARRISON TWP SCH DIST
KINGSWAY REGIONAL HIGH SCHOOL DIST
LOGAN TWP SCH DIST
MANTUA TWP SCH DIST
MONROE TWP SCH DIST
NATIONAL PARK BORO SCHOOL DIST
PAULSBORO BORO SCH DIST
PITMAN BORO SCH DIST
ROWAN COLLEGE OF SOUTH JERSEY-GLOUCESTER CAMPUS
CLAYTON BORO SCH DIST
CLEARVIEW REG HIGH SCHOOL DIST
DELSEA REGIONAL HIGH SCHOOL DISTRICT
DEPTFORD TWP SCH DIST
EAST GREENWICH TWP SCH DIST
ELK TWP SCH DIST
GATEWAY REGIONAL SCHOOL DIST
GLASSBORO SCH DIST
GLOUCESTER COUNTY SPECIAL SERVICES SCHOOL DISTRICT
GLOUCESTER COUNTY VOCATIONAL-TECHNICAL SCHOOL
GREEWICH TOWNSHIP SCHOOL DISTRICT
HARRISON TWP SCH DIST
KINGSWAY REGIONAL HIGH SCHOOL DIST
LOGAN TWP SCH DIST
MANTUA TWP SCH DIST
MONROE TWP SCH DIST
NATIONAL PARK BORO SCHOOL DIST
PAULSBORO BORO SCH DIST
PITMAN BORO SCH DIST
ROWAN COLLEGE OF SOUTH JERSEY-GLOUCESTER CAMPUS
School District
29 Active
29
Organizations
230 HOUSE INC
2ND CHANCE BOUTIQUE
3D BATTALION 102D ARMOR RETIREES ASSOCIATION
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
230 HOUSE INC
2ND CHANCE BOUTIQUE
3D BATTALION 102D ARMOR RETIREES ASSOCIATION
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
230 HOUSE INC
2ND CHANCE BOUTIQUE
3D BATTALION 102D ARMOR RETIREES ASSOCIATION
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
1225 Active
1225
Organizations
Community Partners121 organizations
BOROUGH OF GLASSBORO
Municipal Government·GLASSBORO
BOROUGH OF NEWFIELD
Municipal Government·NEWFIELD
BOROUGH OF SWEDESBORO
Municipal Government·SWEDESBORO
BOROUGH OF WESTVILLE
Municipal Government·WESTVILLE
BOROUGH OF WOODBURY HEIGHTS
Municipal Government·DEPTFORD
CITY OF WOODBURY
Municipal Government·DEPTFORD
DEPTFORD BOARD OF FIRE COMMISSIONERS
Special District·DEPTFORD
FERRELL VOLUNTEER FIRE CO NO 1
Special District·MONROEVILLE
FRANKLIN TOWNSHIP FIRE DISTRICT 1
Special District·FRANKLINVILLE
FRANKLIN TOWNSHIP FIRE DISTRICT 2
Special District·MALAGA
FRANKLIN TOWNSHIP FIRE DISTRICT 3
Special District·FRANKLINVILLE
FRANKLIN TOWNSHIP FIRE DISTRICT 4
Special District·VINELAND
FRANKLIN TOWNSHIP FIRE DISTRICT 5
Special District·WILLIAMSTOWN
GLOUCESTER COUNTY HOUSING DEVELOPMENT CORPORATION
Special District·DEPTFORD
HARRISON TOWNSHIP FIRE DISTRICT 1
Special District·MULLICA HILL
HOUSING AUTHORITY OF GLOUCESTER COUNTY
Special District·DEPTFORD
MANTUA TOWNSHIP FIRE DISTRICT #1
Special District·SEWELL
MANTUA TWP FIRE DIST 1
Special District·MANTUA
WESTVILLE FIRE DISTRICT NO 1
Special District·WESTVILLE
GREEWICH TOWNSHIP SCHOOL DISTRICT
School District·GIBBSTOWN
VANTAGE MECHANICAL SERVICES LLC
School District·MONROEVILLE
230 HOUSE INC
Nonprofit Organization·GLASSBORO
2ND CHANCE BOUTIQUE
Nonprofit Organization·WOODBURY
3D BATTALION 102D ARMOR RETIREES ASSOCIATION
Nonprofit Organization·NEWFIELD
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clayton
4HEROES CHARITY INC
Nonprofit Organization·WOOLWICH TWP
4HEROES EQUINE THERAPY
Nonprofit Organization·Franklinville
4KIDS FUTURES INC
Nonprofit Organization·SEWELL
784 NJ LOC REGIS PROF NURSES UNIT 1
Nonprofit Organization·Franklinville
78TH INFANTRY WWII LIVING HISTORY ASSOCIATION
Nonprofit Organization·Westville
AAA C N
Nonprofit Organization·SEWELL
ABILITIES CENTER OF SOUTHERN NJ INC
Nonprofit Organization·WESTVILLE
ACENDA INC
Nonprofit Organization·GLASSBORO
ACENDA INTEGRATED HEALTH
Nonprofit Organization·GLASSBORO
ADAM TALIAFERRO FOUNDATION INC
Nonprofit Organization·TURNERSVILLE
ADDICTIONS VICTORIOUS OF SOUTH JERSEY INC
Nonprofit Organization·Mullica Hill
AFFORDABLE HOUSING ALTERNATIVES OF GLOUC
Nonprofit Organization·DEPTFORD
AFFORDABLE HOUSING CORP OF GLASSBORO
Nonprofit Organization·GLASSBORO