Tda Investment Group

Asset Manager SEC-registered adviser

Legal name: Tda, Inc.

San Mateo, CA Website LinkedIn

AUM

$969.3M
Regulatory AUM

Private funds

1
Real Estate 1

Private fund assets

$86.1M
Gross asset value

Employees

22

Last Form D raise

—

From SEC Form ADV filing (filed Dec 15, 2025). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

G
Garry Spanner
CEO, President, CFO
Source: SEC Form ADV
R
Robert Perkins
Executive Vice President
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Tda Strategic Real Estate Fund, LLCReal Estate$86.1M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
112016
SEC file number
801-39280

Sources