|
⚲
|
| Keyboard |
| Terra Alpha Investments LLC
✚
|
|
|---|---|
| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0002055566 |
| Sector | Form 13F Holdings | Value ($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 | |
| Agilent Technologies Inc | 3.7 | |
| Accenture PLC | 3.7 | |
| Avery Dennison Corporation | 3.5 | |
| Starbucks Corp | 3.5 | |
| ServiceNow Inc | 3.1 | |
| Quanta Services Inc | 2.5 | |
| Cisco Systems Inc | 2.4 | |
| Rockwell Automation Inc | 2.2 | |
| Quintiles Transnational Holdings Inc | 2.0 | |
| Alphabet Inc | 1.9 | |
| Veralto Corp | 1.8 | |
| Carrier Global Corp | 1.7 | |
| Tetra Tech Inc | 1.6 | |
| Nike Inc | 1.6 | |
| Salesforce Com Inc | 1.4 | |
| American Water Works Company Inc | 1.3 | |
| Idexx Laboratories Inc /DE | 1.2 | |
| Stryker Corp | 1.1 | |
| Advanced Micro Devices Inc | 1.1 | |
| Edwards Lifesciences Corp | 1.1 | Prev | Page 1 | Next |
| 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 |
| Comparable Firms | State | AUM |
|---|---|---|
|
CF Capital LLC
✚
|
195.6 M | |
|
Monterone Partners LLP
✚
|
195.3 M | |
|
Alpha DNA Investment Management LLC
✚
|
MD | 194.7 M |
|
Morgens Waterfall Vintiadis & Company Inc
✚
|
NY | 193.6 M |
|
Kazazian Asset Management LLC
✚
|
FL | 193.3 M |
|
Mozayyx Management LLC
✚
|
TX | 192.7 M |
|
Grizzlyrock Capital LLC
✚
|
IL | 192.7 M |
|
DT Investment Management IFSC LLP
✚
|
192.3 M | |
|
Aravalli Capital Management LP
✚
|
NY | 191.4 M |
|
LB Partners LLC
✚
|
VA | 191.3 M |