TERRA ALPHA INVESTMENTS LLC
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 288690
- Registered since
- August 30, 2021
- Website
- terraalphainvestments.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles91.81%
- Charitable Organizations8.19%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Terra Alpha Investments LLC is a Delaware-style limited liability company that operates as a hedge fund adviser to institutional clients. Registered with the SEC in 2021, the firm provides portfolio management for pooled investment vehicles and for businesses or institutions and also serves as sponsor, general partner and managing member of its own pooled vehicles. Its compensation model combines a percentage-of-assets management fee with performance-based fees typical of hedge-fund structures. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.
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 Equities98%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2KIM JUST
Chief Compliance OfficerCRD 5196352
TIMOTHY DUNN
Managing Member and Chief Investment OfficerCRD 6813669
Contacts
1 of 1DANIEL SANBORN
Director of ResearchCRD 4680465
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Washington, DC
DISTRICT OF COLUMBIA
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- DISTRICT OF COLUMBIA
- Address
- 1250 24th St NW
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ACON INVESTMENTS MANAGEMENT, LLC
RIAWashington, DC
SEAF
RIAWashington, DC
APIS & HERITAGE CAPITAL PARTNERS, LLC
RIAWashington, DC
DARBY OVERSEAS PARTNERS, L.P.
RIAWashington, DC
WASHINGTON GROWTH STRATEGIES LLC
RIAWashington, DC
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
RIAWashington, DC