Terra Alpha Investments LLC
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Overview
Terra Alpha Investments LLC operates as an advisory company located in Washington, District of Columbia. Terra Alpha Investments LLC manages $122.8 million in assets over five accounts, making it a mid-tier firm in the country by assets under management (AUM). It has a small group, including 6 financial advisors. Terra Alpha Investments LLC does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like options, equities and bonds.
Terra Alpha Investments LLC administers all of the firm's client assets in a discretionary manner. Discretionary management means that buy and sell judgments are made by a portfolio manager without requiring the client's permission. The advisory firm's average account size is $24.6 million. An average advisor at Terra Alpha Investments LLC administers fewer than one client account, making it one of the most personalized firms in the country.
Terra Alpha Investments LLC's main office is at 2101 L Street, Nw, Washington, District of Columbia 20037.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Terra Alpha Investments LLC by the Numbers
$122.8 million
11
5
$24.6 million
Fee Structure
Fees for financial management largely vary depending on which services the firm provides the client. However, fees charged by the company most likely include any combination of the following fee structures: asset-based or performance-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Terra Alpha Investments LLC provides services to pooled investment vehicles and charitable organizations. Out of its five customers, Terra Alpha Investments LLC's biggest client group by number of accounts is pooled investment vehicles. None of its customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 80%
- Charitable Organizations - 20%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Terra Alpha Investments LLC does not have any disclosures.
Please visit its Form ADV for more details.
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