Michael Roy Burns

Current Employers

Employment History

• 07/2006 → Present
  Ta Associates Management, L.P.
  Boston, MA

Previous Registrations

• 2023-04-05 → 2023-12-31
  Ta Associates
  Boston, MA
  Austin, TX

Other Businesses

Mr. Burns maintains several roles on portfolio companies, and their affiliated entities, of funds managed by TA Associates Management, L.P. (CRD #156699). Depending on the structure of such portfolio companies, these may be board of director, officer, or similar roles. Due to space limitations the list below includes the primary entity name and details along with the names of each entity within the structure. Name: 8am, LLC (FKA AffiniPay Parent, LLC); Invest Related: No; Address: Austin, Texas; Nature of Bus: non-investment services, payment processing; Position: Board member, and also officer and director roles held at structure and subsidiary entities; Start date: 2/2020; Number of Hours/Month: 10; Number of Hours during securities trading hours: same. Name: Apex Group, Ltd.; Invest Related: No; Address: New York, New York; Nature of Bus: non-investment services, financial solutions provider; Position: Board member; Start date: 6/2022; #Hrs/Month: 10; # hrs during securities trading hours: same. Name: The Caprock Group, LLC; Invest Related: Yes; Address: Boise, Idaho; Nature of Bus: investment services; Position: Board member; Start date: 9/2021; #Hrs/Month: 10; # hrs during securities trading hours: same. Name: CW Parent LLC; Invest Related: Yes; Address: Marina del Rey, CA: Nature of Bus: investment services; Position: Preferred Manager with oversight; Start: 10/2023; #Hrs/Month: 10; # hrs during securities trading hr: same. Name: Fintech LLC; Invest Related: No; Address: Tampa, Florida; Nature of Bus: non-investment services, business to business beverage alcohol solutions; Position: Board member, and also officer and director roles held at structure and subsidiary entities; Start date: 8/2018; #Hrs/Month: 10; # hrs during securities trading hours: same. member. Name: Kline Hill Partners, LP; Invest Related: Yes; Address: Greenwich, Connecticut; Nature of Bus: investment services; Position: Board member; Start date: 4/2025; #Hrs/Month: 10; # hrs during securities trading hours: same. Name: OneSource Virtual, Inc.; Invest Related: No; Address: Dallas, Texas; Nature of Bus: non-investment services, workflow automation; Position: Board member; Start date: 1/2026; #Hrs/Month: 10; # hrs during securities trading hours: same. Name: Orion Advisor Solutions, Inc; Invest Related: Yes; Address: Omaha, Nebraska; Nature of Bus: investment services; Position: Board member, and also officer and director roles held at structure and subsidiary entities; Start date: 4/2015; #Hrs/Month: 10; # hrs during securities trading hours: same. Name: GI Ranger Parent, L.P. (part of Rectangle Health); Investment Related: No; Address: Tampa, Florida; Nature of Bus: non-investment services, business to business beverage alcohol solutions; Position: Member of the Board of Managers; Start date: 2/2017; Number Hrs/Month: 10; Number hrs during securities trading hours: same. Name: WEG Parent LLC (part of Wealth Enhancement Group); Invest Related: Yes; Address: Minneapolis, MN; Nature of Bus: investment services; Position: Board member, and also O&D roles held at structure and subsidiary entities not listed due to space constraints; Start date: 2019; #Hrs/Month: 10; # hrs during securities trading hr: same.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-01-27