PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:29 AM ET

Sponsor Check › Sponsor group

GL

Group linked by Gregory M. Wallace

One sponsor team, 24 deal companies · Boston, MA

Grouped because: 2 shared people, 8 shared management entities, similar issuer names (11) (automatic match from the filings) · not the same sponsor?

24deal companies
$828.2Mreported sold
527investors
35Form D filings
2019–2026active
3new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Oct 19, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: Oct 23, 2026, 11:54 PM ET

The short version

Group linked by Gregory M. Wallace is a sponsor group of 24 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, similar issuer names; automatic match from the filings), filing 35 Form D filings between Nov 2019 and Oct 2026.

What this means One team, 24 deal companies, about 7 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $828.2M to 527 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (24). Issuers are based in MA (24).

What this means $828.2M raised across the group, about $1.57M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Gregory M. Wallace (18 issuers, executive officer and director), Investment Adviser M. TA Associates Management, L.P. (12 issuers, promoter, entity), General Partner TA Associates XIV GP, L.P. (8 issuers, promoter, entity), Investment Adviser TA Associates Management, L.P. (7 issuers, promoter, entity), General Partner TA Associates XV GP, L.P. (5 issuers, promoter, entity) and 13 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 3 new offerings in the last 12 months; latest filing Oct 19, 2026.

What this means Busy — still raising money this year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 2 court cases matching the name, 1 bankruptcy case matching the name listed in Key records below.

What this means 3 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 35 public filings for Group linked by Gregory M. Wallace and found 8 differences, 1 worth asking the sponsor about: Amount sold went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Group linked by Gregory M. Wallace has not run yet — it is joining a line of 54,910 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

2 cases: 1 closed (disposition not in docket feed), 1 judgment

Board of Trustees of the Construction Industry and Laborers Health and Welfare Trust v. Golden Bay Fence Plus Iron Works, Inc. closed
District Court, D. Nevada · No. 2:24-cv-00256 · Filed Feb 6, 2024 · Closed Dec 4, 2024
Role of Board of Trustees of the Construction Industry and Laborers Health and Welfare Trust v. Golden Bay Fence Plus Iron Works, Inc.: Party · Outcome: Terminated 2024-12-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NV (not the issuer's state)
Che v. Golden Bay Investments, LTD. judgment
District Court, N.D. California · No. 5:15-cv-05100 · Filed Nov 6, 2015 · Closed Jul 6, 2016 · Nature of suit: 446 American with Disabilities - Other · Cause: 42:12101 Americans w/ Disabilities Act (ADA)
Role of Che v. Golden Bay Investments, LTD.: Party · Outcome: Terminated 2016-07-06 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases + SEC administrative proceedings (sec.gov index, 1995-09-19 → 2026-10-23) — last checked Oct 23, 2026, 11:54 PM ET for 5 of 24 issuers.

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

Searched so far: 5 of 24 issuers in this group; 19 still to be searched. Results are added automatically.

3. Bankruptcies

1 case: 1 closed (disposition not in docket feed)

Golden Bay Freight Lines, Inc. closed
United States Bankruptcy Court, E.D. California · No. 01-93344 · Filed Aug 27, 2001 · Closed Jul 1, 2004
Role of Golden Bay Freight Lines, Inc.: Party · Outcome: Case closed 2004-07-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

8 differences found between the filings for Group linked by Gregory M. Wallace — 1 worth asking about (compared 35 filings on Oct 24, 2026)

Worth asking · Jan 5, 2024 – Oct 23, 2024

Amount sold went down between filings — TA Investors 2024, L.P.

The Jan 5, 2024 filing says $147,096,000 sold; the Oct 23, 2024 Form D/A says $86,522,738 sold — $60,573,262 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Jan 5, 2024 ↗Form D/A (later) · Oct 23, 2024 ↗TA Investors 2024, L.P. — PartnerFacts page ↗
Sources
Note · Apr 8, 2021 – Oct 6, 2022

15 other issuers file from the same address — 8 member issuers (TA Strategic Partners Fund XIV, L.P.; TA XIV-A, L.P.; TA XIV-B, L.P.; …)

The address on file, 200 Clarendon Street, 56th Floor, Boston, MA, is used by 23 issuers in our index across 5 sponsor groups; 15 are outside this group. It is on our registered-agent / shared-office list (49 issuers in 34 unrelated clusters).

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

TA Strategic Partners Fund XIV, L.P. — PartnerFacts page ↗TA XIV-A, L.P. — PartnerFacts page ↗TA XIV-B, L.P. — PartnerFacts page ↗EDGAR filer page · TA Strategic Partners Fund XIV, L.P. ↗
Sources
Note · Nov 18, 2019 – Mar 28, 2023

General Partner TA Associates Cayman, Ltd. is written 2 different ways on the filings

listed as "General Partner TA Associates Cayman, Ltd." on 4 filings (from Nov 18, 2019), and "General Partner TA Associates Cayman, LLC" on 9 filings (from Mar 28, 2023).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Nov 18, 2019 ↗Form D · Mar 28, 2023 ↗General Partner TA Associates Cayman, Ltd. — PartnerFacts page ↗
Sources
Note · Apr 8, 2021 – Oct 19, 2026

24 issuers use a registered-agent or shared-office address

Address on file is a registered agent / shared office — TA Investors 2024, L.P. · Address on file is a registered agent / shared office — TA Investors Select Opportunities, L.P. · Address on file is a registered agent / shared office — TA Investors Power, SCSp · Address on file is a registered agent / shared office — TA Investors Exchange, L.P. · Address on file is a registered agent / shared office — TA Investors Thunderbolt, L.P. · and 19 more

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business operates.

Form D/A · Oct 19, 2026 ↗TA Investors 2024, L.P. — PartnerFacts page ↗Form D/A · Oct 19, 2026 ↗TA Investors Select Opportunities, L.P. — PartnerFacts page ↗
Sources
Note · Apr 8, 2021 – Oct 19, 2026

Member companies were formed in 4 different states

Delaware (13), Cayman Islands (7), Luxembourg (3), Ireland (1) — out of 24 member issuers. The odd ones out: TA Investors Select Opportunities, L.P. (Cayman Islands); TA XIV-A, L.P. (Cayman Islands); TA XIV-B, L.P. (Cayman Islands); TA Debt Fund V Feeder Fund, a sub-fund of TA Associates QIAIF ICAV (Ireland); TA Investors 2024, L.P. (Cayman Islands); TA XV-B, L.P. (Cayman Islands).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Group linked by Gregory M. Wallace — sponsor group page ↗TA Investors Select Opportunities, L.P. — PartnerFacts page ↗TA XIV-A, L.P. — PartnerFacts page ↗TA XIV-B, L.P. — PartnerFacts page ↗
Sources
Note · Mar 4, 2026

Issuer used a different name before — TA Investors Exchange, L.P.

SEC records list prior names for this filer: TA Chicago Blocker Purchaser, L.P.; TA FQ Aggregator, L.P.. The current name on file is "TA Investors Exchange, L.P.".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗TA Investors Exchange, L.P. — PartnerFacts page ↗
Sources
Note · Jan 28, 2026

Issuer used a different name before — TA Investors Thunderbolt, L.P.

SEC records list prior names for this filer: TA Chicago Aggregator, L.P.; TA Vivid Co-Invest Aggregator, L.P.. The current name on file is "TA Investors Thunderbolt, L.P.".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗TA Investors Thunderbolt, L.P. — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

0 of 24 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 19, 2026 D/A
TA Investors Select Opportunities, L.P.
File 021-353605
$0$0$0 (est.)None listed on this filingEDGAR ↗
Oct 19, 2026 D/A
TA Investors 2024, L.P.
File 021-477176
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 12, 2026 D
TA Investors Power, SCSp
File 021-583670
$0$0$0None listed on this filingEDGAR ↗
Mar 4, 2026 D
TA Investors Exchange, L.P.
File 021-575426
$0$0$0None listed on this filingEDGAR ↗
Jan 28, 2026 D
TA Investors Thunderbolt, L.P.
File 021-571424
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 12, 2025 D
Neptune Co-Invest Aggregator, SCSp
File 021-538126
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jan 6, 2025 D
TA Clarendon East, L.P.
File 021-534294
$0$0$0 (est.)None listed on this filingEDGAR ↗
Dec 26, 2024 D
2024 Golden Bay, L.P.
File 021-533337
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jun 25, 2024 D
TA AY Aggregator, L.P.
File 021-516890
$0$0$0None listed on this filingEDGAR ↗
May 29, 2024 D
BG Co-Invest Aggregator, L.P.
File 021-514483
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 28, 2024 D
TA Omnia Co-Invest Aggregator, L.P.
File 021-514364
$0$0$0 (est.)
The General Partner or an affiliate of the General Partner may receive payments deemed to be made from the proceeds of the offering which may include a carried interest. The amount of such carried interest cannot be estimated at this time.
None listed on this filingEDGAR ↗
May 17, 2023 D
TA XV Feeder Fund, L.P.
File 021-481963
$0$0$0 (est.)
The General Partner or an affiliate of the General Partner may receive payments deemed to be made from the proceeds of the offering which may include a carried interest. The amount of such carried interest cannot be estimated at this time.
UBS Securities LLC BrokerCheck CRD 7654 ↗EDGAR ↗
Mar 29, 2023 D
TA XV-B, L.P.
File 021-477340
$0 (est.)$0 (est.)$0 (est.)
The General Partner or certain affiliates of the General Partner may receive payments deemed to be made from the proceeds of the offering including management fees and/or incentive allocations. The amount of such fees cannot be estimated at this time.
UBS Securities LLC BrokerCheck CRD 7654 ↗EDGAR ↗
Mar 29, 2023 D
TA XV-A, L.P.
File 021-477336
$0 (est.)$0 (est.)$0 (est.)
The General Partner or certain affiliates of the General Partner may receive payments deemed to be made from the proceeds of the offering including management fees and/or incentive allocations. The amount of such fees cannot be estimated at this time.
UBS Securities LLC BrokerCheck CRD 7654 ↗EDGAR ↗
Mar 29, 2023 D
TA XV-C, SCSp
File 021-477342
$0 (est.)$0 (est.)$0 (est.)
The General Partner or certain affiliates of the General Partner may receive payments deemed to be made from the proceeds of the offering including management fees and/or incentive allocations. The amount of such fees cannot be estimated at this time.
UBS Securities LLC BrokerCheck CRD 7654 ↗EDGAR ↗
Mar 28, 2023 D
TA Strategic Partners Fund XV, L.P.
File 021-477145
$0$0$0 (est.)
The General Partner or certain affiliates of the General Partner may receive payments deemed to be made from the proceeds of the offering including management fees and/or incentive allocations. The amount of such fees cannot be estimated at this time.
None listed on this filingEDGAR ↗
Oct 6, 2022 D
Petrus Co-Invest Aggregator, L.P.
File 021-460866
$0$0$0 (est.)
The General Partner or an affiliate of the General Partner may receive payments deemed to be made from the proceeds of the offering which may include a carried interest. The amount of such carried interest cannot be estimated at this time.
None listed on this filingEDGAR ↗
Sep 9, 2022 D
TA Debt Fund V Feeder Fund, a sub-fund of TA Associates QIAIF ICAV
File 021-458396
$0$0$0 (est.)
Certain affiliates of the Issuer, including the Investment Adviser, may receive payments deemed to be made from the proceeds of the offering including management fees and/or incentive allocations. The amount of such fees cannot be estimated at this time.
None listed on this filingEDGAR ↗
Jun 1, 2022 D
TA Debt Fund V, L.P.
File 021-447723
$0$0$0 (est.)
The General Partner or certain affiliates of the General Partner may receive payments deemed to be made from the proceeds of the offering including management fees and/or incentive allocations. The amount of such fees cannot be estimated at this time.
None listed on this filingEDGAR ↗
May 26, 2022 D
Co-Invest Maximus Aggregator, L.P.
File 021-447130
$0$0$0 (est.)
The General Partner or an affiliate of the General Partner may receive payments deemed to be made from the proceeds of the offering which may include a carried interest. The amount of such carried interest cannot be estimated at this time
None listed on this filingEDGAR ↗
Apr 26, 2022 D
Mitnick TA Aggregator, LP
File 021-443428
$0$0$0 (est.)
The General Partner or an affiliate of the General Partner may receive payments deemed to be made from the proceeds of the offering which may include a carried interest. The amount of such carried interest cannot be estimated at this time.
None listed on this filingEDGAR ↗
May 26, 2021 D
TA XIV-A, L.P.
File 021-400695
$0 (est.)$0 (est.)$0 (est.)
The General Partner or certain affiliates of the General Partner may receive payments deemed to be made from the proceeds of the offering including management fees and/or incentive allocations. The amount of such fees cannot be estimated at this time.
UBS Securities LLC BrokerCheck CRD 7654 ↗EDGAR ↗
May 26, 2021 D
TA XIV-B, L.P.
File 021-400696
$0 (est.)$0 (est.)$0 (est.)
The General Partner or certain affiliates of the General Partner may receive payments deemed to be made from the proceeds of the offering including management fees and/or incentive allocations. The amount of such fees cannot be estimated at this time.
UBS Securities LLC BrokerCheck CRD 7654 ↗EDGAR ↗
Apr 8, 2021 D
TA Strategic Partners Fund XIV, L.P.
File 021-395134
$0$0$0 (est.)
The General Partner or certain affiliates of the General Partner may receive payments deemed to be made from the proceeds of the offering including management fees and/or incentive allocations. The amount of such fees cannot be estimated at this time.
None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 24 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 10:16 AM ET

0 recorded documents and 0 ownership records matched to Group linked by Gregory M. Wallace in the sources searched.

Not found in sources searched as of Oct 24, 2026, 10:16 AM ET: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) — last checked Oct 23, 2026, 11:27 PM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) — last checked Oct 23, 2026, 11:27 PM ET; NYC PLUTO ownership via NYC Open Data (64uk-42ks) — last checked Oct 23, 2026, 11:27 PM ET; Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026) — 1,263,035 records, loaded Oct 24, 2026, 9:34 AM ET. Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗TI TA Investors Select Opportunities, L.P.shared management entityBoston, MAPooled Investment Fund8$254,371,050
offering Indefinite · similar: $155,000–$5,250,000
257
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2026
EDGAR ↗TS TA Strategic Partners Fund XIV, L.P.shared management entity, similar issuer namesBOSTON, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗TX TA XIV-A, L.P.shared management entity, similar issuer namesBOSTON, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗TX TA XIV-B, L.P.shared management entity, similar issuer namesBOSTON, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗MT Mitnick TA Aggregator, LPshared people, shared management entityBOSTON, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗CI Co-Invest Maximus Aggregator, L.P.shared people, shared management entityBOSTON, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗TD TA Debt Fund V, L.P.shared people, shared management entityBOSTON, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗TD TA Debt Fund V Feeder Fund, a sub-fund of TA Associates QIAIF ICAVshared people, shared management entity, similar issuer namesBOSTON, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗PC Petrus Co-Invest Aggregator, L.P.shared people, shared management entityBOSTON, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗TI TA Investors 2024, L.P.shared people, shared management entityBoston, MAPooled Investment Fund5$573,814,024
offering Indefinite · similar: $155,000–$5,250,000
270
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2026
EDGAR ↗TS TA Strategic Partners Fund XV, L.P.shared people, shared management entity, similar issuer namesBoston, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗TX TA XV-B, L.P.shared people, shared management entityBOSTON, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗TX TA XV-A, L.P.shared people, shared management entityBoston, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗TX TA XV-C, SCSpshared people, shared management entityBoston, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗TX TA XV Feeder Fund, L.P.shared people, shared management entity, similar issuer namesBoston, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗TO TA Omnia Co-Invest Aggregator, L.P.shared people, shared management entity, similar issuer namesBOSTON, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗BC BG Co-Invest Aggregator, L.P.shared people, shared management entity, similar issuer namesBOSTON, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗TA TA AY Aggregator, L.P.shared people, shared management entity, similar issuer namesBOSTON, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗2G 2024 Golden Bay, L.P.shared people, shared management entity, similar issuer namesBOSTON, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗TC TA Clarendon East, L.P.shared people, shared management entity, similar issuer namesBOSTON, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗NC Neptune Co-Invest Aggregator, SCSpshared people, shared management entityBOSTON, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗TI TA Investors Thunderbolt, L.P.shared people, shared management entityBOSTON, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗TI TA Investors Exchange, L.P.shared people, shared management entityBOSTON, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026
EDGAR ↗TI TA Investors Power, SCSpshared people, shared management entityBoston, MAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Oct 19, 2026TA Investors 2024, L.P.D/APooled Investment FundIndefinite$573,814,024
EDGAR ↗Oct 19, 2026TA Investors Select Opportunities, L.P.D/APooled Investment FundIndefinite$254,371,050
EDGAR ↗May 12, 2026TA Investors Power, SCSpDPooled Investment FundIndefinite$0
EDGAR ↗Mar 4, 2026TA Investors Exchange, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jan 28, 2026TA Investors Thunderbolt, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 22, 2025TA Investors 2024, L.P.D/APooled Investment FundIndefinite$350,810,804
EDGAR ↗Oct 22, 2025TA Investors Select Opportunities, L.P.D/APooled Investment FundIndefinite$254,371,050
EDGAR ↗Feb 12, 2025Neptune Co-Invest Aggregator, SCSpDPooled Investment FundIndefinite$0
EDGAR ↗Jan 6, 2025TA Clarendon East, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 26, 20242024 Golden Bay, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 23, 2024TA Investors 2024, L.P.D/APooled Investment FundIndefinite$86,522,738
EDGAR ↗Oct 23, 2024TA Investors Select Opportunities, L.P.D/APooled Investment FundIndefinite$248,456,381
EDGAR ↗Jun 25, 2024TA AY Aggregator, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗May 29, 2024BG Co-Invest Aggregator, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗May 28, 2024TA Omnia Co-Invest Aggregator, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jan 5, 2024TA Investors 2024, L.P.D/APooled Investment FundIndefinite$147,096,000
EDGAR ↗Oct 24, 2023TA Investors Select Opportunities, L.P.D/APooled Investment FundIndefinite$194,486,415
EDGAR ↗May 17, 2023TA XV Feeder Fund, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 29, 2023TA XV-C, SCSpDPooled Investment FundIndefinite$0
EDGAR ↗Mar 29, 2023TA XV-A, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 29, 2023TA XV-B, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 28, 2023TA Strategic Partners Fund XV, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 28, 2023TA Investors 2024, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 24, 2022TA Investors Select Opportunities, L.P.D/APooled Investment FundIndefinite$168,654,378
EDGAR ↗Oct 6, 2022Petrus Co-Invest Aggregator, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Sep 9, 2022TA Debt Fund V Feeder Fund, a sub-fund of TA Associates QIAIF ICAVDPooled Investment FundIndefinite$0
EDGAR ↗Jun 1, 2022TA Debt Fund V, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗May 26, 2022Co-Invest Maximus Aggregator, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 26, 2022Mitnick TA Aggregator, LPDPooled Investment FundIndefinite$0
EDGAR ↗Oct 26, 2021TA Investors Select Opportunities, L.P.D/APooled Investment FundIndefinite$126,816,975
EDGAR ↗May 26, 2021TA XIV-B, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗May 26, 2021TA XIV-A, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Apr 8, 2021TA Strategic Partners Fund XIV, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 27, 2020TA Investors Select Opportunities, L.P.D/APooled Investment FundIndefinite$66,100,428
EDGAR ↗Nov 18, 2019TA Investors Select Opportunities, L.P.DPooled Investment FundIndefinite$0

Activity: 3 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Oct 19, 2026. Industry history, as reported on each offering's latest filing: All 24 offerings reported: Pooled Investment Fund (2019–2026).

People across the group

NameRolesIssuers hereFirst → last listed
GW Gregory M. WallaceExecutive Officer, Director18Apr 26, 2022 → Oct 19, 2026
IA Investment Adviser M. TA Associates Management, L.P. entityPromoter12Mar 29, 2023 → May 12, 2026
GP General Partner TA Associates XIV GP, L.P. entityPromoter8Apr 8, 2021 → Jun 25, 2024
IA Investment Adviser TA Associates Management, L.P. entityPromoter7Nov 18, 2019 → Oct 19, 2026
GP General Partner TA Associates XV GP, L.P. entityPromoter5Mar 28, 2023 → Jan 6, 2025
JH Jeffrey C. HaddenDirector, Executive Officer3Sep 9, 2022 → May 17, 2023
GP General Partner TA Associates Cayman, Ltd. entityPromoter2Nov 18, 2019 → Oct 19, 2026
GP General Partner GP TA Associates XV GP, L.P. entityPromoter2Jan 28, 2026 → Mar 4, 2026
GP General Partner TA Associates XV EU GP, S.A R.L. entityPromoter2Mar 29, 2023 → Feb 12, 2025
GP General Partner TA XV GP, L.P. entityPromoter2Mar 29, 2023 → Mar 29, 2023
GP General Partner GP TA Associates XV EU GP, S.a r.l. entityPromoter1May 12, 2026 → May 12, 2026
IA Investment Adviser C. TA Associates Management, L.P. entityPromoter1Mar 28, 2023 → Mar 28, 2023
JS Jeremy O'SullivanDirector1Sep 9, 2022 → Sep 9, 2022
HF Hazel O'FlynnDirector1Sep 9, 2022 → Sep 9, 2022
ML Matthew R. LauferDirector1Sep 9, 2022 → Sep 9, 2022
AA Alternative Investment Fund Manager FundRock Management Company S.A.Promoter1Sep 9, 2022 → Sep 9, 2022
II Irish collective asset-management vehicle TA Associates QIAIF ICAVPromoter1Sep 9, 2022 → Sep 9, 2022
GP General Partner TA Associates DF V GP, L.P. entityPromoter1Jun 1, 2022 → Jun 1, 2022

Business registration (state registry / Secretary of State)

None of the 24 issuers has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Group linked by Gregory M. Wallace.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Group linked by Gregory M. Wallace as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Group linked by Gregory M. Wallace's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search found nothing for this name on Oct 24, 2026. One-tap searches: Look further ↓

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