TERRA NOVA ASSET MANAGEMENT LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 111676
- Registered since
- May 28, 1998
- Website
- terranovausa.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.36%
- Individuals1.64%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Terra Nova Asset Management LLC is a privately owned, SEC-registered advisory firm organized as an LLC and operating since 1998. The firm focuses on portfolio management for individuals, small businesses, and institutions, and also produces periodicals or newsletters. Its client base is primarily individuals and families, and it charges fees as a percentage of assets under management. Terra Nova is not positioned as a multi-state or pension consultant adviser and does not self-identify as an active ESG investor.
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 Equities59%
- Investment Grade Corp Bonds22%
- Public Funds/Mutual Funds14%
- US Government Bonds4%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Petra Peters
Founding Partner & Chief Executive OfficerCRD 1636973
Contacts
1 of 1Daniel Baumgartner
Founding PartnerCRD 2350488
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$61M in ETFs
99%
$60.2M
0%
$855K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ABRDN GOLD ETF TRUST (SGOL) | Aberdeen Investments | Passive | Commodities Focused | $5.8M | 130,834 | 9.56% |
Location
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
- 747 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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