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⚲
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| Terra REIT Advisors LLC
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| |
|---|---|
| CRD # | 290571 |
| SEC # | 801-112101 |
| CIK # | 0001798836 |
| AUM | $1.1 BB (2024-08-16) |
| Employees | |
| Phone | 212-753-5100 |
| Address | 205 West 28th Street New York, NY 10001 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Mavik Real Estate Special Opportunities Fund LP | [2021-03-31] | 161.7 | 337.7 |
| RE | Terra International Fund 3 LP | 2020-03-30 | 4.3 | |
| RE | Terra Income Fund International | 2017-03-30 | 19.7 | |
| RE | Terra Secured Income Fund 5 International | 2017-03-30 | 304.3 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 1,098.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 1,098.6 |
| By Discretionary | ||
| Discretionary | 6 | 1,098.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 1,098.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.2 | |
| United States Persons | 1,095.5 | |
| Total | 6 | 1,098.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Andrew Axelrod | 5 | ||
| Bruce Batkin | 14 | ||
| Vikram Uppal | 9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 3 | [0001798836] | |
| 4 | [0001798836] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Terra REIT Advisors, LLC | |
| Terra Property Trust, Inc. | |
| Terra Capital Partners, LLC |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Terra REIT Advisors LLC
✚
|
NY | 1.1 |
|
Terra Fund Advisors LLC
✚
|
NY | 0.0 |
|
Terra Income Advisors LLC
✚
|
NY | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
DSF Advisors LLC
✚
|
MA | 1.2 |
|
Alpine Grove Partners LLP
✚
|
NY | 1.2 |
|
Trigate Management LLC
✚
|
TX | 1.2 |
|
Greenpoint Group LP
✚
|
NY | 1.2 |
|
Everwest Advisors LLC
✚
|
CO | 1.2 |
|
Calmwater Asset Management LLC
✚
|
CA | 1.1 |
|
Belveron Real Estate Partners LLC
✚
|
CA | 1.1 |
|
Brasa Capital Management LLC
✚
|
CA | 1.1 |
|
Cross Lake Partners LP
✚
|
NY | 1.1 |
|
Albany Road Investment Advisers LLC
✚
|
MA | 1.0 |