Terra REIT Advisors, LLC

RIASEC RegisteredEst. 2017
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$130M
Accounts
11
Employees
30
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
290571
Registered since
December 7, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles74.03%
  • Corporations / Businesses25.97%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Terra REIT Advisors, LLC is an SEC-registered investment adviser formed to manage pooled investment vehicles with a strong emphasis on real estate strategies. The firm acts as an adviser and sponsor, serving primarily institutional clients through closed-end and open-end pooled structures where it often serves as general partner or managing member. Its business model combines a percentage-of-AUM fee schedule with performance-based fees, reflecting a manager-centric fund platform that aligns compensation with fund outcomes. Terra REIT Advisors concentrates its allocation and portfolio management activity on real estate-centric investments and related private market strategies. It is not positioned as a broad capital allocator; rather, the firm structures, manages and operates real estate and private fund vehicles for institutional investors. Terra REIT Advisors does not identify as an active ESG investor and it focuses its advisory activities on portfolio management for pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 4
  • BERNADETTE MURPHY

    Chief Compliance OfficerCRD 6557947

  • GREGORY PINKUS

    Chief Financial Officer and Chief Operating OfficerCRD 6379856

  • SARAH SCHWARZSCHILD

    Chief Operating OfficerCRD 4684684

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Contacts

1 of 1
  • Daniel Cooperman

    Head of InvestmentsCRD 6930065

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
205 W 28th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth