Terra Partners Asset Management

RIASEC RegisteredEst. 2015
Total AUM
$267M
Discretionary
$267M
100% of AUM
Avg account
$89M
Accounts
3
Employees
11
Advisory reps
7

Firm details

Headquarters
Naxxar,
CRD number
166117
Registered since
July 15, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Terra Partners Asset Management is a corporate hedge-fund manager launched in 2015 that runs pooled investment vehicles for institutional clients. The firm is organized to act as a sponsor, general partner and managing member of its funds and is registered to operate as a CPO/CTA, which shapes how it structures and runs its strategies. Its business model centers on managing pooled hedge funds with a fee mix of asset-based charges plus performance fees. Terra Partners does not position itself as an active ESG investor and appears focused on a compact institutional client base rather than broad retail distribution. The firm’s activity profile emphasizes centralized portfolio management for its pooled vehicles rather than being a capital allocator to broadly diversified external strategies. It allocates to third-party alternative managers in specific niches (see Investments & Alternatives) while retaining sponsor/GP oversight of its own fund vehicles.

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jane Shahmanesh

    Chief Compliance OfficerCRD 4264734

Contacts

3 of 6
  • Yarden Mariuma

    Yarden Mariuma

    PrincipalCRD 2497862

  • Filip Montfort

    Co-FounderCRD 6162861

  • Aaron Zammit Apap

    Aaron Zammit Apap

    DirectorCRD 7243917

Unlock 3 more contacts

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

FINTRX

Location

Primary office

Naxxar, null

Location

Naxxar, null

Headquartered in Naxxar, null.

Address
10 Corporate House The Penthouse Level 3
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth