Terracap Management LLC

RIASEC Registered
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 limited liability company that operates as a real estate-focused fund manager. The firm is registered with the SEC (registered in 2014) and provides portfolio management for pooled investment vehicles. Its client base is primarily institutional, and its owner type is listed as individual. Terracap serves as an active sponsor and general partner on pooled real estate investments, acting in roles that include real estate broker and managing member of pooled vehicles. Compensation is a mix of percentage-of-assets-under-management and performance-based fees. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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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

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