T
Terranorth Investment Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$91,149
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
TerraNorth Investment Management is a Colorado-registered investment adviser that provides discretionary asset management and ongoing portfolio supervision for individuals and high‑net‑worth clients. The firm charges fees based on a percentage of assets under management, a common practice among investment managers.
TerraNorth’s investment process emphasizes technical analysis and uses both tactical and strategic asset‑allocation techniques; it may recommend ETFs, exchange‑listed securities, options, foreign issues and fixed‑income positions. The firm directs clients to custody assets at Interactive Brokers and relies on that platform’s institutional trading, research and back‑office services when implementing trades.
What is noteworthy is that TerraNorth is newly registered and reported minimal AUM and no client accounts in its most recent disclosure, which sets it apart from more established managers in the category. The firm’s principal also conducts multiple outside businesses — including a commercial real estate company to which he devotes a substantial portion of his time and several software, technology and entertainment ventures — and the adviser does not accept proxy‑voting responsibilities for client securities, factors prospective clients may want to consider.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Concentrated stock management
Occupation focus
Founder/Business Owner
Executive
Fee options
1.00% annually
Account minimum: $100,000
Main office location
Terranorth Investment Management LLC
Broomfield CO, United States
Number of offices
1
Most active in
Terranorth Investment Management LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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