Terra Nova Asset Management LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 111676
- Registered since
- May 28, 1998
- Website
- terranovausa.com
- 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
FINTRXOverview
Terra Nova Asset Management LLC is an independent, owner-operated limited liability company that advises individuals and families. The firm is registered with the SEC and first registered in 1998. Its primary business model is discretionary portfolio management billed as a percentage of assets under management. Advisory activities explicitly include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the publication of periodicals or newsletters. The firm does not identify itself as an active ESG investor and is not listed as a multi-state adviser or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$59.3M in ETFs
99%
$58.4M
0%
$889K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ABRDN GOLD ETF TRUST (SGOL) | Aberdeen Investments | Passive | Commodities Focused | $7.7M | 195,743 | 13.06% |
Location
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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