Terra Firma Asset Management

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Client assets under management

Clients

Advisors

of 2 employees

Firm type

No Active Advisors

Clients per advisor

—

Average account size

—

About

Terra Firma Asset Management provides discretionary and non-discretionary investment management and consulting primarily to institutional clients and an investment company. The firm serves as adviser to the Concurrent Income & Innovation Fund and also delivers model portfolio recommendations to another investment adviser.

Its investment approach centers on concentrated exposure to publicly traded real estate securities—primarily REITs, REOCs and related investments—using fundamental, macroeconomic, technical and cyclical analysis. Portfolios are industry-focused and typically non-diversified, with strategies that may hold a relatively small number of positions and are monitored and rebalanced on an ongoing basis.

Terra Firma is notable among peers for combining portfolio management of an investment company with formal model delivery to other advisers, and for disclosing performance results in client communications such as its quarterly performance newsletter. The firm charges fees based on a percentage of assets under management, operates with substantial assets under advisement rather than discretionary control, and does not act as a private fund adviser.

Client services

Portfolio management Model recommendations

Expertise

Real estate investing

Fee options

Percentage

Up to 1.00% of assets under management, depending on the size and strategy of the account

Other

Account minimum: $5,000,000

Main office location

Terra Firma Asset Management

1160 Battery Street, Suite 100 East Bldg

San Francisco CA 94111, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 415-940-1656

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