Terra Partners Asset Management

RIASEC RegisteredEst. 2015
Total AUM
$267M
Discretionary
$267M
100% of AUM
Avg account
$89M
Accounts
3
Employees
11
Advisory reps
7

Firm details

Headquarters
Naxxar,
CRD number
166117
Registered since
July 15, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Terra Partners Asset Management is a corporation that operates as a hedge fund manager and manager of pooled investment vehicles. The firm is SEC-registered (since 2015) and serves an institutional client base. Its activities include acting as a commodity pool operator or commodity trading adviser (CPO/CTA), providing portfolio management for pooled vehicles, and serving as sponsor, general partner, or managing member of those vehicles. Compensation is through a combination of a percentage-of-assets fee and performance-based fees. Ownership is a mix of foreign-entity and individual stakeholders. The firm does not position itself as an active ESG investor.

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
  • Jane Shahmanesh

    Chief Compliance OfficerCRD 4264734

Contacts

3 of 6
  • Yarden Mariuma

    Yarden Mariuma

    PrincipalCRD 2497862

  • Filip Montfort

    Co-FounderCRD 6162861

  • Aaron Zammit Apap

    Aaron Zammit Apap

    DirectorCRD 7243917

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Naxxar, null

Location

Naxxar, null

Headquartered in Naxxar, null.

Address
10 Corporate House The Penthouse Level 3
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth