Terra Global Asset Management LLC (New York)

Terra Global Asset Management LLC is a mid-sized advisory firm based in New York. It manages $31.55 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of New York.

Terra Global Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Terra Global Asset Management: assets under management

The assets under management (AUM) of Terra Global Asset Management LLC is $31.55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $31.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $31.55 million each.

Terra Global Asset Management has custody of $31.55 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Terra Global Asset Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Terra Global Asset Management LLC

The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Terra Global Capital Llc	Member	1 Nov 2018	75% - 100%	82-3551952
Erick W Rengifo Minaya	Chief compliance officer and managing director	1 Nov 2018	Other	7054720
Jiaming Li	Manager	1 Nov 2018	Other	6722566

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Intellectual International Capital Llc	Member	1 Nov 2017	50% - 75%	81-2227560
Global Network Of Business Consultants Inc	Member	1 Nov 2017	50% - 75%	27-2865748
Jiaming Li	Owner	1 Nov 2017	75% - 100%	6722566
Erick W Rengifo Minaya	Owner	1 Nov 2017	75% - 100%	7054720
Intelectual International Capital Llc	Member	1 Nov 2017	50% - 75%	81-2227560

Based in New York

The principal office where Terra Global Asset Management LLC performs its advisory services is located at 375 Park Avenue, New York, NY 10152, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 914-471-7119. The normal business hours are 9:00 to 5:00 on Monday - Friday.