Terrapene Capital

RIAState Registered
Total AUM
$846K
Discretionary
$846K
100% of AUM
Avg account
$106K
Accounts
8
Employees
2
Advisory reps
2

Firm details

Headquarters
Centralia, Illinois
CRD number
335491
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Terrapene Capital is a small, Illinois-based LLC that operates as a hedge fund manager focused on individual and family clients. The firm provides portfolio management for both individual/small business accounts and pooled investment vehicles, and its business model includes multiple fee arrangements: percentage-of-AUM, fixed fees, performance-based fees and other fee types. The filing indicates an equity preference and no active emphasis on ESG. The adviser is structured for private-wealth work rather than institutional consulting, and it appears to combine bespoke management for clients with management responsibilities for at least one pooled vehicle (see Investments & Alternatives).

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Centralia, IL

Marion

Location

Centralia, IL

Headquartered in Centralia, IL, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Marion
Address
226 E Broadway
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth