9AT: TERRA ALPHA INVESTMENTS LLC - Summary

TERRA ALPHA INVESTMENTS LLC

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Adviser Profile

As of Date	03/22/2024
Adviser Type - Large advisory firm
Number of Employees	11
of those in investment advisory functions	7 16.67%
Registration	SEC, Approved, 08/30/2021
Other registrations (4)	SEC, ERA - Withdrawn, 07/30/2021 California, ERA - Withdrawn, 07/30/2021 District of Columbia, ERA - Withdrawn, 07/30/2021 Virginia, ERA - Withdrawn, 03/27/2020
Former registrations	TERRA ALPHA INVESTMENTS LLC

AUM^*	169,999,901 38.47%
of that, discretionary	169,999,901 38.47%
Private Fund GAV^*	146,323,148
Avg Account Size	33,999,980 38.47%
SMA’s	No
Private Funds	3
Contact Info	202 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary

Non-discretionary

130M 112M 93M 74M 56M 37M 19M

2021 2022 2023

Private Funds

GAV Count

Employees

Private Funds Structure

Fund Type	Count	GAV
Fund TypeHedge Fund	Count3	GAV$146,323,148

Pie Radar

GAV Count

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Brochure Summary