TERRA ALPHA INVESTMENTS LLC

other names
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Adviser Profile
As of Date 03/22/2024
Adviser Type - Large advisory firm
Number of Employees 11
of those in investment advisory functions 7 16.67%
Registration SEC, Approved, 08/30/2021
Other registrations (4)
Former registrations

TERRA ALPHA INVESTMENTS LLC

AUM* 169,999,901 38.47%
of that, discretionary 169,999,901 38.47%
Private Fund GAV* 146,323,148 47.03%
Avg Account Size 33,999,980 38.47%
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

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$146,323,148

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Brochure Summary

Overview

The Adviser is an investment adviser formed under the laws of the state of Delaware as a limited liability company with its principal place of business in Washington, District of Columbia. The Adviser is owned and controlled by Gaia Omega Investments LLC. Timothy Dunn is the Chief Investment Officer of Terra Alpha Investments LLC and is the managing member of Gaia Omega Investments LLC and of Main 6494 LLC. The Adviser commenced operations as an investment adviser on December 2, 2014. The Adviser provides investment advisory services on a discretionary basis to
its clients, which consist of pooled investment vehicles Terra Alpha Fund LP, Terra Alpha Concentrated Strategy Fund LP, and Terra Alpha Global Equity Fund LP (the "Funds") and one or more separately managed accounts (the "Accounts," and together with the Funds, the "Clients"). The Adviser provides advice to the Clients based on specific investment objectives and strategies in accordance with its offering documents. As of December 31, 2023 the Adviser had approximately $169,999,901 in regulatory assets under management, all on a discretionary basis.