Investment adviser · CRD 112016
TDA INVESTMENT GROUP
Investment adviser filing (IA)
TDA, INC.
SAN MATEO, CA, United States · Form ADV filed Dec 15, 2025
- Regulatory AUM
- $969M Form ADV · Item 5.F
- Client accounts
- 4 Accounts, not individual clients
- Employees
- 22 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | Fewer than 5 | $842,100,546 | 86.9% |
| Pooled investment vehicles | 1 | $127,243,374 | 13.1% |
Filing source
Form ADV 2032345 · Dec 15, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
TDA STRATEGIC REAL ESTATE FUND, LLCReal Estate Fund · Last reported Dec 15, 2025$86.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BPM LL
PCAOB 207
Fund details & source
- Fund ID
- 805-7385748077
- Reported beneficial owners
- 2
- Minimum commitment
- $5M
- Form D file number
- 021-1933013
Form ADV 2032345 · Dec 15, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Dec 15, 2025. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
2025 PIONEER COURTSAN MATEO, CA, 94403, United States
CRD 112016
Filing source
Form ADV 2032345 · Dec 15, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.