Terra Nova Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 27, 2026, reports $220M in regulatory assets under management, 2 employees, 1 office, and 101 accounts.
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 84.1% of total clients.
Top client categories% of clientsClients
1
HNWI
84.1%
58
2
Individuals
15.9%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$220Mas of March 27, 2026
Discretionary85.5%
$188M
86% of total RAUM85.5%
Non-discretionary14.5%
$32M
14% of total RAUM14.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$220M
Total Accounts101
10Y AUM Change+$31M (+16.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee35:1
10Y Employee Change-2 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.