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| Terra Alpha Investments LLC
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|---|---|
| CRD # | 288690 |
| SEC # | 801-122204 |
| CIK # | 0002055566 |
| AUM | 193.0 M (2026-03-12) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 202-361-6721 |
| Address | 1250 24th St NW Washington, DC 20037 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 7.6 | ||
| Apple Inc | 6.9 | ||
| Nvidia Corp | 6.9 | ||
| Microsoft Corp | 5.6 | ||
| Ingersoll-Rand PLC | 5.0 | ||
| Visa Inc | 4.7 | ||
| Xylem Inc | 4.6 | ||
| Waste Management Inc | 4.4 | ||
| Eaton Corp Ltd | 4.3 | ||
| Danaher Corp /DE/ | 3.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Terra Alpha Concentrated Strategy Fund LP | [2021-03-29] | 31.3 M | 39.0 M |
| Filed 2025-05-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Terra Alpha Global Equity Fund LP | [2018-03-27] | 64.7 M | 78.6 M |
| Filed 2025-05-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Terra Alpha Fund LP | [2017-06-20] | 45.6 M | 52.2 M |
| Filed 2025-05-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 177.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 15.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 193.0 |
| By Discretionary | ||
| Discretionary | 5 | 193.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 193.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.0 | |
| Total | 5 | 193.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Timothy Dunn | Executive Officer | 18 | 3 | |
| Gaia Omega Investments LLC | Executive Officer | 3 | 1 | |
| Terra Alpha Investments LLC | Executive Officer | 3 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055566] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Hedge Fund |
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