Terra Firma Asset Management
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 306765
- Registered since
- February 7, 2020
- Website
- terrafirmaam.com
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Terra Firma Asset Management is an SEC-registered institutional RIA formed in 2020 and organized as an LLC with individual ownership. The firm serves institutional clients and provides portfolio management services for investment companies. Its fee model is based on a percentage of assets under management. Terra Firma is not designated as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Jay Leupp
Partner and Chief Compliance OfficerCRD 2469160
Contacts
1 of 1
Christopher Hartung
Co-FounderCRD 2433857
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 1160 Battery St
- Time zone
- PT (UTC-8)
- Office locations
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