Terracap Management LLC
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Overview
Terracap Management LLC is a financial advisory company that has its headquarters in Naples, Florida. The firm controls $2.5 billion in assets under management across 11 client accounts, making it one of the largest financial advisory firms in the nation by assets under management (AUM). The firm has a small team, including 12 financial advisors. Terracap Management LLC is not a registered broker-dealer, signifying that it cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial assets like equities, options and bonds.
Terracap Management LLC oversees all of the firm's client assets on a discretionary basis. Discretionary management means that a portfolio manager makes transaction judgments without needing client approval. Terracap Management LLC administers about $228.7 million for each client account. An average advisor at Terracap Management LLC oversees fewer than one client account, making it one of the most individualized advisor firms in the country.
Terracap Management LLC's main office is located at 999 Vanderbilt Beach Road, Naples, Florida 34108. It is legally permitted to provide services to clients throughout 3 states, including Colorado, Florida and Georgia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Terracap Management LLC by the Numbers
$2.5 billion
24
11
$228.7 million
Fee Structure
Fees charged by financial advisors largely are based on which service is offered. Fees billed by Terracap Management LLC most likely consist of the following fee types: asset-based or performance-based. The firm does not supply a wrap fee program, in which the firm offers a bundle of services 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
It works with pooled investment vehicles. Out of its 11 customers, Terracap Management LLC's largest client type by number of accounts is pooled investment vehicles. None of its customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* 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
Terracap Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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