Tda, Inc.
● SEC registered since 1991CRD 112016SEC# 801-39280San Mateo, CA
Ranks #3,034 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$969.3M
Fund GAV
$86.1M
Private funds
1
Employees
22
Accounts
4
Location
San Mateo, CA
Tda, Inc. assets under management
Tda, Inc. is an SEC-registered investment adviser based in San Mateo, CA. The firm has been registered since 1991. It reports $969.3 million in regulatory assets under management and employs 22 people. Tda, Inc. manages 1 private fund with combined gross assets of $86.1 million, including Tda Strategic Real Estate Fund, LLC. By regulatory assets, it ranks 3,034 of 6,004 private fund managers.
Tda, Inc. private funds
1 funds · $86.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Tda Strategic Real Estate Fund, LLC | Real Estate | $86.1M | $5M |
Tda, Inc. owners & executives
3 reported| 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 |
Frequently asked questions
How much does Tda, Inc. manage?
Tda, Inc. reports $969.3 million in regulatory assets under management on its Form ADV.
How many private funds does Tda, Inc. manage?
Tda, Inc. manages 1 private funds with combined gross assets of $86.1 million.
How many employees does Tda, Inc. have?
Tda, Inc. reports 22 employees.
Where is Tda, Inc. located?
Tda, Inc. is based in San Mateo, CA and has been SEC-registered since 1991.
Does Tda, Inc. disclose fund performance?
Tda, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$969.3M▲ 17%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
AUM vs fund managersTop 51%
Larger than 49% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$969.3Mregulatory AUM
Discretionary $969.3M
Service providers
Auditor
Custodian