← Directory

TERRA REIT ADVISORS, LLC

CRD 290571File 801-112101
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.44B
Above cohort median (national)
Discretionary AUM
$1.44B
Clients
10
11 accounts
Employees
30
Above cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Dec 7, 2017
Principal office
205 WEST 28TH STREET, 12TH FLOOR, NEW YORK, NY, 10001
Phone
212-753-5100

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.44B
Discretionary AUM
$1.44B
Non-discretionary AUM
$0
Discretionary accounts
11
Non-discretionary accounts
0
Total accounts
11
AUM per client
$143.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$372.7M
Pooled investment vehicles10$1.06B

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees2630increased by4
Apr 1, 2026Clients1110decreased by1
Apr 1, 2026AUM$1,167,138,345$1,435,033,061increased by$267,894,716
May 1, 2025
vs Oct 1, 2022
Employees026increased by26
May 1, 2025
vs Oct 1, 2022
Clients411increased by7
May 1, 2025
vs Oct 1, 2022
AUM$674,208,955$1,167,138,345increased by$492,929,390
May 1, 2025
vs Oct 1, 2022
Accounts411increased by7
Apr 1, 2022AUM$463,949,888$674,208,955increased by$210,259,067
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “TERRA REIT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TERRA REIT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.