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| Terra REIT Advisors LLC
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|---|---|
| CRD # | 290571 |
| SEC # | 801-112101 |
| CIK # | 0001798836 |
| AUM | 1,435.0 M (2026-03-31) |
| Employees | 30 (50% Investors, 7% Brokers) |
| Fees | |
| Minimum | |
| 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 | |
| Filed 2025-09-10 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Mavik Special Opportunities VS2 SMA LP | 2026-03-31 | 75.0 M | |
| RE | Mavik Everstory SMA LP | [2025-03-31] | 29.6 M | |
| Filed 2024-01-12 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Mavik Real Estate Special Opportunities VS2 LP | [2025-03-31] | 403.4 M | 564.5 M |
| Filed 2025-08-14 (D/A) · Exemption 506(c), 3(c), 3(c)(5), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Mavik Special OPPS Co-Investment LP | [2025-03-31] | 41.0 M | |
| Filed 2022-08-16 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Mavik X-Houston Co-Investment LP | [2025-03-31] | 139.2 M | |
| Filed 2024-11-05 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Mavik Real Estate Special Opportunities Fund LP | [2021-03-31] | 161.7 M | 445.4 M |
| Offered $300,000,000 · Filed 2022-10-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $138,325,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Terra International Fund 3 LP | 2020-03-30 | 4.3 M | |
| RE | Terra Income Fund International | 2017-03-30 | 19.7 M | |
| RE | Terra Secured Income Fund 5 International | 2017-03-30 | 304.3 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | Director | 6 | 3 | |
| Bruce Batkin | Director | 14 | 2 | |
| Vikram Uppal | Executive Officer | 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 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Terra Property Trust Inc NONE
Class B Common Stock
|
2023-12-29 | Other | 14,912,990.19 | $0.00 | |
|
Terra Property Trust Inc NONE
Class B Common Stock
|
2022-10-01 | Other | 27,079 | ||
|
Terra Property Trust Inc NONE
Class B Common Stock
|
2022-10-01 | Other | 19,487,460.54 | ||
|
Terra Property Trust Inc NONE
Common Stock
|
2022-10-01 | Other | 19,487,460.54 |
| Related Firms | State | AUM |
|---|---|---|
|
Terra REIT Advisors LLC
✚
|
NY | 1,435.0 M |
|
Terra Fund Advisors LLC
✚
|
NY | |
|
Terra Income Advisors LLC
✚
|
NY |
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|---|---|---|
|
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|
DC | 1,669.3 M |
|
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|
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|
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|
NY | 1,636.5 M |
|
FrontRange Capital Advisers LLC
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|
CO | 1,509.4 M |
|
FEG Private Investors LLC
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|
OH | 1,469.2 M |
|
Terracap Management LLC
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|
FL | 1,439.1 M |
|
Equity International Management LLC
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|
IL | 1,396.1 M |
|
Equity Resource Investments LLC
✚
|
MA | 1,343.4 M |
|
Ecosystem Investment Partners LLC
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|
MD | 1,278.8 M |
|
Corbel Management LLC
✚
|
CA | 1,237.6 M |