TERRA FUND ADVISORS, LLC
Adviser information for TERRA FUND ADVISORS, LLC last updated from Form ADV on March 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 0 |
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Investment Advisory/Research | 0 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 1 | $23.6M |
Non-Discretionary | 0 | $0 |
Total | 1 | $23.6M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 1 | $23.6M |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
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No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for pooled investment vehicles |
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Compensation | ALL ADVISORY FEES ARE PAID TO TERRA REIT ADVISORS |
Identifiers
SEC RIA File Number | 801-112100 |
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SEC ERA File Number | 801-112100 |
SEC CIK Numbers | None |
SEC CRD Numbers | 290570 |
Legal Entity Identifier | None |
Principal Office
205 WEST 28TH STREET12TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 212-753-5100, Fax: 212-753-5102
Websites
Chief Compliance Officer
BERNADETTE MURPHY
205 WEST 28TH STREET
12TH FLOOR
NEW YORK
NY
United States
Tel:
484-840-3702
Fax:
212-753-5102
B*********@***************M
(Full email address available in API data)
Regulatory Contact
GREGORY M. PINKUS
CHIEF FINANCIAL OFFICER
205 WEST 28TH STREET
12TH FLOOR
NEW YORK
NY
United States
Tel:
212-753-5100
Fax:
212-753-5102
G***@***************M
(Full email address available in API data)
Industry Affiliates
TERRA CAPITAL PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
TERRA REIT ADVISORS, LLC | Other investment adviser, including financial planners |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
PINKUS, GREGORY, MARC | Individual | – | CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | 10/2017 | < 5% |
DCOOP LLC | Domestic Entity | – | MEMBER- CLASS A | 02/2018 | 10-25% |
MILDE, SIMON, JAMES | Individual | – | MEMBER- CLASS A | 10/2017 | 10-25% |
Cooperman, Daniel, James | Individual | DCOOP LLC | MEMBER | 05/2009 | > 75% |
Cooperman, Daniel, James | Individual | – | HEAD OF INVESTMENTS | 12/2023 | < 5% |
Uppal, Vikram, Sohan | Individual | – | CHIEF EXECUTIVE OFFICER | 12/2018 | < 5% |
MURPHY, BERNADETTE | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2020 | < 5% |
TERRA CAPITAL PARTNERS, LLC | Domestic Entity | – | MEMBER | 12/2022 | 25-50% |