Terra Firma Asset Management

Terra Firma Asset Management, LLC is a registered investment adviser based in San Francisco, California, providing investment advisory services since 2020. The firm specializes in managing assets for institutional clients primarily focused on real estate investment trusts and other real estate-related investments. They offer discretionary and non-discretionary asset management services, with discretionary accounts allowing the firm to make investment decisions without pre-approval for each transaction. Terra Firma also provides consulting services related to real estate market fundamentals and model portfolio recommendations. The firm is the sub-advisor to the Terra Firma Realty Innovation ETF, managing approximately $0 million in assets on a discretionary basis and $65 million in assets under advisement as of December 31, 2024. Fees are charged based on a percentage of assets under management, up to 1.00%, and are payable monthly or quarterly. The firm does not charge upfront fees and may negotiate other fee payment arrangements. Clients must have a minimum of $5,000,000 to open and maintain a Separately Managed Account, although this requirement may be waived at the firm's discretion. Terra Firma Asset Management does not receive performance-based fees and has no history of material legal or disciplinary events. The firm employs various methods of analysis, including fundamental, macroeconomic, technical, and cyclical analysis, to inform its investment strategies, which focus on real estate securities. Clients are provided with quarterly statements, newsletters, and continuous portfolio monitoring. The firm prioritizes client confidentiality and complies with regulations to safeguard client information.