TERRAPENE CAPITAL

RIASEC 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, LLC-structured investment adviser that operates with a hedge-fund orientation while serving individual and family clients. The firm provides discretionary portfolio management for both private individuals/small businesses and pooled investment vehicles, and it reports a mix of fee arrangements that can include asset-based fees, fixed fees and performance-linked compensation. Terrapene does not identify as an active ESG investor and is organized under a single-owner individual structure rather than as a multi-state or related adviser.

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%

Contacts

2 of 2
  • wyatt shuler

    Managing MemberCRD 8159980

  • John Yardley

    CRD 8056678

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth