TERRA ALPHA INVESTMENTS LLC

other names
  • TERRA ALPHA INVESTMENTS LLC

Adviser Profile
As of Date 01/12/2026
ADV Location WASHINGTON, DC, United States
Adviser Type - Large advisory firm
Number of Employees 10 -9%
of those in investment advisory functions 6 -14%
Registration SEC, Approved, 08/30/2021
Other registrations (4)
Former registrations

TERRA ALPHA INVESTMENTS LLC

AUM* 185,320,797 9%
of that, discretionary 185,320,797 9%
Private Fund GAV* 159,020,624
Avg Account Size 37,064,159 9%
SMA’s No
Private Funds 3
Contact Info 202 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

130M 112M 93M 74M 56M 37M 19M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$159,020,624

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
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Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$5,564,048 % Position6.00% $ Change # Change
Stck TickerG8994E103 Stock NameTRANE TECHNOLOGIES PLC $ Position$4,993,825 % Position5.00% $ Change # Change
Stck Ticker92826C839 Stock NameVISA INC $ Position$4,740,196 % Position5.00% $ Change # Change
Stck Ticker94106L109 Stock NameWASTE MGMT INC DEL $ Position$4,403,648 % Position5.00% $ Change # Change
Stck Ticker98419M100 Stock NameXYLEM INC $ Position$4,605,199 % Position5.00% $ Change # Change
Stck Ticker855244109 Stock NameSTARBUCKS CORP $ Position$3,479,726 % Position4.00% $ Change # Change
Stck Ticker235851102 Stock NameDANAHER CORPORATION $ Position$3,748,107 % Position4.00% $ Change # Change

Brochure Summary