Terra Nova Asset Management LLC is an SEC-registered investment adviser with its principal place of
business located in New York. Terra Nova Asset Management LLC began conducting business in 1998.
The principal shareholders of a firm are those individuals and/or entities owning25% or more of the company.
Petra Maria Peters is the principal owner of the firm.
Our firm provides continuous asset management of client funds based on the individual needs of the client.
Through personal discussions in which goals and objectives based on the client's particular circumstances are
established, we develop the client's investment objectives and guidelines. We create and manage a portfolio
based on that investment profile. During our data-gathering process, we determine the client’s individual
objectives, time horizons, risk tolerance, and liquidity needs. As appropriate, we may also review and
discuss a client’s prior investment history, as well as family composition and background.
We manage these advisory accounts on a discretionary basis. Account supervision is guided by the client's
Written Acknowledgement considerations.
Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry
sectors.
Once the client's portfolio has been established, we review the portfolio quarterly, and if necessary, on a more
frequent basis, based on the client's individual needs. Our investment recommendations are not limited to
any specific types of investments, but will typically include advice regarding the following securities:
• Exchange-listed securities
• Securities traded over-the-counter
• Foreign issuers
• Corporate debt securities (other than commercial
paper)
• Commercial paper
• Municipal securities
• United States governmental securities
Because some types of investments involve certain additional degrees of risk, they will only be recommended
when consistent with the client's stated investment objectives, tolerance for risk, liquidity and suitability.
We issue a market/newsletter quarterly on our website,
www.terranovausa.com.
Written Acknowledgement of Fiduciary Status
When we provide investment advice to you regarding your retirement plan account or individual retirement
account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act
and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we
make money creates some conflicts with your interests, so we operate under a special rule that requires us to act
in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give
prudent advice);
• Never put our financial interests ahead of yours when making recommendations (give loyal
advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures designed to ensure that we give advice that is in your best
interest;
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest.
As of December 31, 2023, we managed $169,730,758 of client’s assets on a discretionary basis and $1,289,353
on a non- discretionary assets under management.