SourcingSourcing

TERRA REIT ADVISORS, LLC

C27
CRD 290571·SEC 801-112101·NEW YORK, NY
AUM
$1.44B
$1B+
Est. Revenue
$14.4M
@ 1% on AUM
Est. EBITDA
$4.3M
@ 30% margin
Est. Deal Value
$34.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TERRA REIT ADVISORS, LLC
CRD
290571
SEC file #
801-112101
EIN
—
DBA names
—

Economics

AUM
$1.44B
AUM band
$1B+
AUM trajectory
'20'26
$403.9M → $1.44B▲ +255%
Client mix
Pooled Investment Vehicles10

Operations

Employees (total)
30
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'25'26
17 advisors → 15 advisors▼ -12%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
tcp-us.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TERRA CAPITAL PARTNERS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
TERRA CAPITAL PARTNERS, LLC
Cooperman, Daniel, James
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TCP-US.COM
Rdap Domain Creation Date
2005-10-03T17:48:06Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001801499
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2020-02-03
Edgar Last Filing Date
2020-05-01
Edgar Form D Count
2
Edgar Form D Offerings
2020-02-062020-02-06 · 0001801499-20-000002
2020-02-032020-02-03 · 0001801499-20-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (15)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo4
E*trade4
Raymond James3
Goldman Sachs3
Jpmorgan2
Edgar Addresses
Mailing
550 FIFTH AVENUE, 6TH FLOORNEW YORK, NY 10036
Business
550 FIFTH AVENUE, 6TH FLOORNEW YORK, NY 10036
Edgar Recent Filings
42020-05-01 · 0001104659-20-055652
3/A2020-04-03 · 0001104659-20-043253
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-03T17:48:06Z
Rdap Domain Last Changed
2025-08-04T06:40:29Z
Rdap Nameservers
Ns0.dnsmadeeasy.comNs1.dnsmadeeasy.comNs2.dnsmadeeasy.comNs3.dnsmadeeasy.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (5)

5
Cooperman, Daniel, James
Executive Officer · 2.5%
6930065
PINKUS, GREGORY, MARC
Executive Officer · 2.5%
6379856
SCHWARZSCHILD, SARAH, WEBER
Executive Officer · 2.5%
4684684
Vikram Sohan Uppal
Executive Officer · 2.5%
7086942
MURPHY, BERNADETTE
Executive Officer · 2.5%
6557947