TERRACAP MANAGEMENT LLC

RIASEC RegisteredEst. 2014
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$131M
Accounts
11
Employees
21
Advisory reps
3

Firm details

Headquarters
NAPLES, Florida
CRD number
169695
Registered since
April 2, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Terracap Management LLC is a privately owned limited liability company that operates as a real estate fund manager focused on institutional clients. The firm is SEC-registered (since 2014) and provides portfolio management for pooled investment vehicles. Its revenue model combines a percentage-of-AUM fee with potential performance-based fees. Terracap has industry roles beyond advisory work, acting as a broker/sponsor and general partner and serving as a managing member of pooled investment vehicles. The firm is not an active ESG investor, does not describe itself as a multi-state adviser, and is not identified as a pension consultant or related adviser.

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

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Client base

Client personas

Owners & executives

1 of 1
  • JOAO MAURICIO CHAGAS DE OLIVEIRA

    Chief Compliance OfficerCRD 6632952

Contacts

2 of 2
  • WALTER HAGENBUCKLE

    Managing Partner and FounderCRD 6276097

  • ROBERT GRAY

    Managing PartnerCRD 2630220

Wealth teams

FINTRX

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

NAPLES, FL

COLLIER

Location

NAPLES, FL

Headquartered in NAPLES, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
COLLIER
Address
999 Vanderbilt Beach Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth