Terra Reit Advisors, LLC is a large advisory firm based in New York. It manages $403.86 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2017.
Terra Reit Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Terra Reit Advisors, LLC is $403.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 822% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Terra Reit Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Stephen Hampton Hamrick is pooled investment vehicles with 4 clients and $403.86 million of assets under management. Among the 8 most similar advisory firms, Terra Reit Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $403.86 million for 4 clients. None of the firm’s clients are foreign persons or businesses.
Terra Reit Advisors also advises several private funds. Namely, two real estate funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.
Stephen Hampton Hamrick has been acting as President since 1 Oct 2017. Vikram Sohan Uppal joined the executive team most recently as the Chief Executive Officer.
The principal office where Terra Reit Advisors, LLC performs its advisory services is located at 550 Fifth Avenue, New York, NY 10036, 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 212-753-5100 or by fax 212-753-5102. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.