Terra Reit Advisors, LLC (New York)

Terra Reit Advisors, LLC is a large advisory firm based in New York. It manages $403.86 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2017.

Terra Reit Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Terra Reit Advisors: assets under management

The assets under management (AUM) of Terra Reit Advisors, LLC is $403.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 822% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $403.86 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100.96 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Terra Reit Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Stephen Hampton Hamrick serves?

The only and largest group of clients of Stephen Hampton Hamrick is pooled investment vehicles with 4 clients and $403.86 million of assets under management. Among the 8 most similar advisory firms, Terra Reit Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $403.86 million for 4 clients. None of the firm’s clients are foreign persons or businesses.

Terra Reit Advisors also advises several private funds. Namely, two real estate funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at Terra Reit Advisors, LLC

Stephen Hampton Hamrick has been acting as President since 1 Oct 2017. Vikram Sohan Uppal joined the executive team most recently as the Chief Executive Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bruce David Batkin	Chief executive officer	1 Oct 2017	Other	2357473
Gregory Marc Pinkus	Chief financial officer and chief operating officer	1 Oct 2017	Other	6379856
Michael Sam Cardello	Chief compliance officer	1 Oct 2017	Other	718970
Stephen Hampton Hamrick	President	1 Oct 2017	Other	804981
Llc Terra Capital Partners	Member	1 Oct 2017	75% - 100%	20-0060687
Daniel James Cooperman	Chief originations officer	1 Oct 2017	Other	6930065
Vikram Sohan Uppal	Chief executive officer	1 Dec 2018	Other	7086942

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Richbell V Llc	Member	1 Oct 2017	25% - 50%	26-4689386
Terra Group Llc	Member	1 Oct 2017	50% - 75%	83-0454073
Simon James Milde	Member	1 Oct 2017	75% - 100%	4108479
Axar Terra Llc	Member	1 Feb 2018	50% - 75%	82-4745088

Based in New York

The principal office where Terra Reit Advisors, LLC performs its advisory services is located at 550 Fifth Avenue, New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-753-5100 or by fax 212-753-5102. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.