SourcingSourcing

TERRA NOVA ASSET MANAGEMENT LLC

A75
CRD 111676·SEC 801-55603·NEW YORK, NY
AUM
$220.2M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$661K
@ 30% margin
Est. Deal Value
$5.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TERRA NOVA ASSET MANAGEMENT LLC
CRD
111676
SEC file #
801-55603
EIN
134006438
DBA names
—

Economics

AUM
$220.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$121.9M → $220.2M▲ +81%
Client mix
Individuals High Net Worth58
Individuals Other11

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPublication of periodicals
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
terranovausa.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PETERS, PETRA, MARIA
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
PETERS, PETRA, MARIA
BAUMGARTNER, DANIEL, KARL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TERRANOVAUSA.COM
Rdap Domain Creation Date
1998-10-06T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001658652
Edgar Registered
Yes
Edgar Filing Count
38
Edgar First Filing Date
2015-12-01
Edgar Last Filing Date
2026-04-16
Edgar 13f Count
38
Edgar 13f Latest AUM Estimate
Filing Date2026-04-16
Accession0001658652-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
777 THIRD AVENUENEW YORK, NY 10017
Business
777 THIRD AVENUENEW YORK, NY 10017
Edgar EIN
134006438
Edgar Recent Filings
13F-HR2026-04-16 · 0001658652-26-000002
13F-HR2026-01-14 · 0001658652-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-05T04:00:00Z
Rdap Domain Last Changed
2025-10-05T14:32:04Z
Rdap Nameservers
Ns3.atrg.comNs4.atrg.comNs5.atrg.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1636973
Trust Company Affiliate
No

People (2)

2
PETERS, PETRA, MARIA
IAR · Direct Owner · 87.5%
1636973
BAUMGARTNER, DANIEL, KARL
IAR · Direct Owner · 17.5%
2350488