Terra Firma Asset Management

RIASEC RegisteredEst. 2020
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
San Francisco, California
CRD number
306765
Registered since
February 7, 2020
Fee structure
Percentage of AUM
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Terra Firma Asset Management is a small, SEC-registered limited liability company that provides portfolio management services to investment companies. The firm is structured to serve institutional clients and charges a fee as a percentage of assets under management. Its registration year (2020) and owner-type (individual) point to a compact, founder-led advisory that focuses on managing pooled or institutional vehicles rather than a broad retail client base. Investment activity centers on managing an investment company mandate and deploying capital into real estate exposures. Terra Firma is not positioned as a capital allocator or an active ESG investor; instead it appears to run concentrated, institutionally oriented strategies and relies on external managers for alternative real estate exposure. The firm’s advisory classification is narrow—portfolio management for investment companies—so its product set and trading activity are likely aligned with the needs of a single institutional vehicle rather than mass-market advisory platforms.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jay Leupp

    Jay Leupp

    Partner and Chief Compliance OfficerCRD 2469160

Contacts

1 of 1
  • Christopher Hartung

    Christopher Hartung

    Co-FounderCRD 2433857

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth