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Managing Director and Member of the Executive Committee · TA Associates

Jason P. Werlin

CRD 7684075 · Named on Form ADV at 2 SEC-registered advisers

At a glance

TA Associates, an SEC-registered private fund adviser based in Boston, MA with $55.1 billion in regulatory assets, lists Jason P. Werlin on its Form ADV as Managing Director and Member of the Executive Committee, a control person. The SEC filings also name Jason at 1 other registered adviser.

Firms and roles

  • TA AssociatesManaging Director and Member of the Executive CommitteePrivate fund adviser · Boston, MA · $55B in regulatory assets
  • Wealth Solutions USA, LLCElected ManagerAsset manager · Madrid, Spain · $0M in regulatory assets

AtlasMembers

Jason’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (10)

  • Kelly H. RieraChief Compliance Officer, TA Associates
  • Hythem T. El-NazerCo-Managing Partner and Member of the Executive Committee, TA Associates
  • Ajit NedungadiCo-Managing Partner, Chief Executive Officer and Chair of the Executive Committee of TA Associates, L.P., TA Associates
  • Melanie R. ToomeyChief Financial Officer, Management Company, TA Associates
  • Gregory M. WallaceChief Financial Officer, Funds, TA Associates

5 more people named with Jason on the same filings, with titles and firms. Free in Atlas with a free account.

See all 10 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.