Tda, Inc.
- Regulatory AUM
- $969M
- Discretionary
- $969M
- Clients
- 4
- Avg AUM / client
- $242M
- Accounts
- 4
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Dec 15, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $127M | 13.1% |
| Pension and profit sharing plans | 3 | $842M | 86.9% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $85.1M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Tda Strategic Real Estate Fund, Llc | Real Estate Fund | Delaware | $85.1M | 2 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Laborers Pension Trust Fund For Northern California Board Of Trustees Laborers Pension Trust Fund For Northern California | 2024 | |
| Construction Laborers Pension Trust Fund For Southern California Board Of Trustees,Construction Laborers Pension Trust For Southern Cal | 2024 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Spanner, Garry, James | Ceo, President, Cfo | Oct 2000 (26y) | 75% or more | |
| Perkins, Robert, T | Executive Vice President | May 2007 (19y) | Less than 5% | |
| St. Charles, Erik, David | Cco & Corporate Secretary | Apr 2017 (9y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $85.1M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Tda Strategic Real Estate Fund, Llc | Real Estate Fund | $85.1M | $5.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Laborers Pension Trust Fund For Northern California | Board Of Trustees Laborers Pension Trust Fund For Northern California | 20,573 | $5.5B | 06/01/2024 |
| Construction Laborers Pension Trust Fund For Southern California | Board Of Trustees,Construction Laborers Pension Trust For Southern Cal | 25,831 | $3.7B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/15/2025 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Dec 15, 2025.
View current Form ADV (SEC/IAPD) ↗