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 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
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
Similar firms
Blackrock Fund Advisors
RIASan Francisco, CA
Bristol Group Inc
RIASan Francisco, CA
Allied Value, LLC
RIASan Francisco, CA
Greenoaks
RIASan Francisco, CA
Rosenblum Silverman Sutton Sf Inc
RIASan Francisco, CA
Matthews International Capital Management, LLC
RIASan Francisco, CA