Form D · Private Equity Fund

TA XIII-B, L.P.

Boston, MA · CIK 0001772654

Offering snapshot reported May 1, 2019 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $0
First sale: Yet to occur

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 1, 2019	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-338592

Sales commissions to the placement agent will be paid in cash and equal to a percentage of the aggregate principal amount of securities sold to specific non-US investors.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
UBS Securities LLC	7654

Source: Form D, filed May 1, 2019. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

TA XIII-B, L.P.

Investment adviser: TA ASSOCIATES MANAGEMENT, L.P.

Gross asset value: $4.08B
Beneficial owners: 267
ADV minimum commitment: $10M

Reported in Form ADV on May 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor PRICEWATERHOUSECOOPERS BOSTON, Massachusetts, United States

Custodian BANK OF AMERICA CORPORATION CHARLOTTE, North Carolina, United States Related to adviser: No

Custodian BGL BNP PARIBAS LUXEMBOURG CITY, Luxembourg Related to adviser: No

Custodian HDFC BANK LIMITED MUMBAI, India Related to adviser: No

Custodian HSBC BANK (MAURITIUS) LIMITED EBENE, Mauritius Related to adviser: No

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Custodian KOTAK MAHINDRA BANK LIMITED MUMBAI, India Related to adviser: No

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No

Custodian WELLS FARGO BANK, N.A. BOSTON, Massachusetts, United States Related to adviser: No

Marketer UBS SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

PRICEWATERHOUSECOOPERS
PCAOB 238

BANK OF AMERICA CORPORATION
LEI B4TYDEB6GKMZO031MB27

BGL BNP PARIBAS
LEI UAIAINAJ28P30E5GWE37

HDFC BANK LIMITED
LEI 335800ZQ6I4E2JXENC50

HSBC BANK (MAURITIUS) LIMITED
LEI 549300V8QHWGJHH6QF95

J.P. MORGAN SECURITIES LLC
SEC 8-35008

KOTAK MAHINDRA BANK LIMITED
LEI 335800E6GTTXKHXE2I75

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09

UBS SECURITIES LLC
CRD 7654 · SEC 801-67178

Filing source

Form ADV 2090133 · May 26, 2026 · Schedule D 7.B.(1), fund 805-8765018785

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Investment Adviser Ta Associates Management, L.P.	Promoter
General Partner Ta Associates Xiii Gp, L.P.	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

200 Clarendon Street, 56 Th Floor
Boston, MA, 02216