Terra Nova Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
0.65% to 1.50% annually (range based on assets under management)
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
747 Third Avenue
New York NY 10017
Advisors at this office
2
Most active in
Florida · New Jersey · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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 five years of industry experience and holds a Series 63 designation. She has been with Terra Nova Asset Management, a firm established in 1998, throughout her career. Terra Nova Asset Management provides continuous asset management primarily to high-net-worth individuals, family offices, and institutional clients, using both fundamental and technical analysis in their investment decisions. The firm emphasizes tailored investment objectives, international exposure, and publishes a quarterly market newsletter.
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.
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