TERRA INCOME ADVISORS, LLC
Adviser information for TERRA INCOME ADVISORS, LLC last updated from Form ADV on January 23rd, 2023. 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 |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| 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 |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $118.1M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $118.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 1 | $118.1M |
| Pooled investment vehicles | 0 | $0 |
| 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 |
|---|---|
| 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 investment companies |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | SUBSIDIARY INVESTMENT ADVISER. |
Identifiers
| SEC RIA File Number | 801-85178 |
|---|---|
| SEC ERA File Number | 801-85178 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 172518 |
| Legal Entity Identifier | None |
Principal Office
205 WEST 28TH STREET12TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (212) 753-5100, Fax: None
Websites
Chief Compliance Officer
BERNADETTE MURPHY
205 WEST 28TH STREET
12TH FLOOR
NEW YORK
NY
United States
Tel:
908-451-8769
B*********@***************M
(Full email address available in API data)
Regulatory Contact
GREGORY M. PINKUS
CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER
205 WEST 28TH STREET
12TH FLOOR
NEW YORK
NY
United States
Tel:
212-753-5100
G***@***************M
(Full email address available in API data)
Industry Affiliates
| TERRA CAPITAL PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TERRA FUND ADVISORS, LLC | Other investment adviser, including financial planners |
| TERRA REIT ADVISORS, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MAVIK CAPITAL MANAGEMENT, LP | Domestic Entity | TERRA CAPITAL PARTNERS, LLC | MEMBER | 04/2021 | > 75% |
| PINKUS, GREGORY, MARC | Individual | – | CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | 05/2013 | < 5% |
| Cooperman, Daniel, James | Individual | – | CHIEF ORIGINATIONS OFFICER | 05/2013 | < 5% |
| Uppal, Vikram, Sohan | Individual | – | CHIEF EXECUTIVE OFFICER | 04/2019 | < 5% |
| MURPHY, BERNADETTE | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2020 | < 5% |
| TERRA CAPITAL PARTNERS, LLC | Domestic Entity | – | MEMBER | 04/2021 | > 75% |
| STRATEGIC PARTNERS REAL ESTATE VII INVESTMENTS, L.P | Domestic Entity | MAVIK CAPITAL MANAGEMENT, LP | MEMBER | 04/2021 | 25-50% |
| MAVIK CAPITAL GROUP, LP | Domestic Entity | MAVIK CAPITAL MANAGEMENT, LP | GENERAL PARTNER | 04/2021 | |
| MAVIK CAPITAL GP, LLC | Domestic Entity | MAVIK CAPITAL GROUP, LP | GENERAL PARTNER | 04/2021 | |
| Uppal, Vikram, Sohan | Individual | MAVIK CAPITAL GP, LLC | MANAGING MEMBER | 04/2021 |