TERRA NOVA ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 1998
Total AUM
$220M
Discretionary
$188M
86% of AUM
Avg account
$2.2M
Accounts
101
Employees
2
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
111676
Registered since
May 28, 1998
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI98.36%
  • Individuals1.64%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Terra Nova Asset Management LLC is a privately owned, SEC-registered advisory firm organized as an LLC and operating since 1998. The firm focuses on portfolio management for individuals, small businesses, and institutions, and also produces periodicals or newsletters. Its client base is primarily individuals and families, and it charges fees as a percentage of assets under management. Terra Nova is not positioned as a multi-state or pension consultant adviser and does not self-identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 59%, Investment Grade Corp Bonds 22%, Public Funds/Mutual Funds 14%, US Government Bonds 4%, Cash & Cash Equivalents 1%59%
  • Exchange Traded Equities59%
  • Investment Grade Corp Bonds22%
  • Public Funds/Mutual Funds14%
  • US Government Bonds4%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Petra Peters

    Founding Partner & Chief Executive OfficerCRD 1636973

Contacts

1 of 1
  • Daniel Baumgartner

    Founding PartnerCRD 2350488

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 34

Active vs passive

$61M in ETFs

Passive

99%

$60.2M

Active

0%

$855K

ETFProviderStyleCategoryValueShares% of portfolio
ABRDN GOLD ETF TRUST (SGOL)Aberdeen InvestmentsPassiveCommodities Focused$5.8M130,8349.56%

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
747 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth