| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Tda Strategic Real Estate Fund, LLC | Real Estate | $86.1M | $5M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Ng | Chief Compliance Officer | Under 5% | 2025 |
| Garry James Spanner Control | Ceo, President, Cfo | Over 75% | 2000 |
| Robert T Perkins | Executive Vice President | Under 5% | 2007 |
Tda, Inc. reports $969.3 million in regulatory assets under management on its Form ADV.
Tda, Inc. manages 1 private funds with combined gross assets of $86.1 million.
Tda, Inc. reports 22 employees.
Tda, Inc. is based in San Mateo, CA and has been SEC-registered since 1991.
Tda, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2025 Pioneer Court, San Mateo, CA 94403 |
| Phone | 650-343-6333 |
| Fax | 650-343-0858 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $969.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $969.3M |