Terra Nova Asset Management LLC

Updated today

Find your advisor

Client assets under management

$220,203,180

Clients

84% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$3,191,350

About

Terra Nova Asset Management LLC provides continuous asset management primarily to high‑net‑worth individuals, family offices, and institutional clients, offering tailored investment objectives developed through personal discussions and accepting reasonable client‑imposed restrictions. The firm manages the majority of accounts on a discretionary basis while also overseeing a portion of non‑discretionary assets.

Investment decisions are informed by both fundamental and technical analysis across equity and fixed‑income securities, typically with a buy‑and‑hold horizon of a year or longer and at least quarterly portfolio reviews. Terra Nova aggregates trades when practicable and recommends custody and execution through institutional platforms such as Charles Schwab, Fidelity and State Street to implement client strategies.

Distinctive features noted in the brochure include a quarterly market/newsletter published on the firm’s website and an explicit inclusion of foreign issuers in its investable universe, signaling international exposure in its strategies. The firm also uses soft‑dollar research and institutional platform services (including Bloomberg, Telemet, Advent Axys and Moxy) and delegates proxy voting to clients rather than voting proxies on their behalf.

Client services

Portfolio management Newsletters or periodicals

Expertise

Active portfolio management

Fee options

Percentage

0.65% to 1.50% annually (range based on assets under management)

Other

Account minimum: $1,000,000 Minimum fee: $2,500 annual minimum fee per account Fee-only: Annual fees based on a percentage of assets under management, ranging from 0.65% to 1.50%, billed quarterly in arrears

Main office location

Terra Nova Asset Management LLC

747 Third Avenue

New York NY 10017, United States

Number of offices

Most active in

Florida · New Jersey · New York · Texas

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 Form ADV Part 3: Client Relationship

Quick links

Website 212-355-1234

Advisors at this firm

Petra P

Series 63

New York, NY

Terra Nova Asset Management LLC

Petra Peters is a financial advisor at Terra Nova Asset Management LLC with four years of industry experience. She holds a Series 63 designation and is based in New York, NY. Terra Nova Asset Management LLC advises high-net-worth individuals, family offices, and institutional clients, providing continuous portfolio management tailored to client objectives, time horizons, and risk tolerance. The firm’s investment approach combines fundamental and technical analysis with an emphasis on longer-term holdings across equity and fixed-income instruments, including foreign securities when appropriate.

Active portfolio management

Daniel B

Series 63

New York, NY

Terra Nova Asset Management LLC

Daniel Baumgartner is a financial advisor at Terra Nova Asset Management LLC in New York, NY, holding a Series 63 designation with five years of industry experience. He has been with Terra Nova Asset Management LLC since 1998. Terra Nova Asset Management LLC advises high-net-worth individuals, family offices, and institutional clients, offering tailored portfolio management with both discretionary and non-discretionary services. The firm emphasizes longer-term holdings across equity and fixed-income instruments, including foreign securities, and conducts regular portfolio reviews at least quarterly.

Active portfolio management

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support