|
⚲
|
| Keyboard |
| Terra REIT Advisors LLC
✚
|
|
|---|---|
| CRD # | 290571 |
| SEC # | 801-112101 |
| CIK # | 0001798836 |
| AUM | 1.4 B (2026-03-31) |
| Employees | 30 (50% Investors, 7% Brokers) |
| Phone | 212-753-5100 |
| Address | 205 West 28th Street New York, NY 10001 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Mavik Special Opportunities VS2 Co-Investment A LP | [2026-03-31] | 42.7 M | |
| RE | Mavik Special Opportunities VS2 SMA LP | 2026-03-31 | 75.0 M | |
| RE | Mavik Everstory SMA LP | [2025-03-31] | 29.6 M | |
| RE | Mavik Real Estate Special Opportunities VS2 LP | [2025-03-31] | 564.5 M | |
| PE | Mavik Special OPPS Co-Investment LP | [2025-03-31] | 41.0 M | |
| RE | Mavik X-Houston Co-Investment LP | [2025-03-31] | 139.2 M | |
| RE | Mavik Real Estate Special Opportunities Fund LP | [2021-03-31] | 445.4 M | |
| RE | Terra International Fund 3 LP | 2020-03-30 | 4.3 M | |
| RE | Terra Income Fund International | 2017-03-30 | 19.7 M | |
| RE | Terra Secured Income Fund 5 International | 2017-03-30 | 304.3 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 10 | 1,062.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 372.7 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 1,435.0 |
| By Discretionary | ||
| Discretionary | 11 | 1,435.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 1,435.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.9 | |
| United States Persons | 1,432.1 | |
| Total | 11 | 1,435.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Andrew Axelrod | 6 | 3 | ||
| Bruce Batkin | 14 | 2 | ||
| Vikram Uppal | 12 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001798836] | |
| 4 | [0001798836] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity, Real Estate |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Terra Capital Partners, LLC | |
| Terra Property Trust, Inc. | |
| Terra REIT Advisors, LLC |
| Related Firms | State | AUM |
|---|---|---|
|
Terra REIT Advisors LLC
✚
|
NY | 1.4 B |
|
Terra Fund Advisors LLC
✚
|
NY | |
|
Terra Income Advisors LLC
✚
|
NY |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capitol Meridian Partners LP
✚
|
DC | 1.7 B |
|
Island Investment Management LLC
✚
|
NY | 1.7 B |
|
Willow Asset Management LLC
✚
|
NY | 1.6 B |
|
FrontRange Capital Advisers LLC
✚
|
CO | 1.5 B |
|
FEG Private Investors LLC
✚
|
OH | 1.5 B |
|
Terracap Management LLC
✚
|
FL | 1.4 B |
|
Equity International Management LLC
✚
|
IL | 1.4 B |
|
Equity Resource Investments LLC
✚
|
MA | 1.3 B |
|
Ecosystem Investment Partners LLC
✚
|
MD | 1.3 B |
|
Corbel Management LLC
✚
|
CA | 1.2 B |