{
  "crd_number": 288690,
  "slug": "terra-alpha-investments-llc-washington-dc-288690",
  "primary_business_name": "TERRA ALPHA INVESTMENTS LLC",
  "legal_name": "TERRA ALPHA INVESTMENTS LLC",
  "dbas": [],
  "city": "Washington",
  "state": "DC",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-08-30",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-12",
  "carried_forward": false,
  "raum_total": 193043545.0,
  "raum_discretionary": 193043545.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 15816452.0,
      "count": 1
    },
    "pooled_investment_vehicles": {
      "raum": 177227093.0,
      "count": 4
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DC"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/TERRA-ALPHA-INVESTMENTS-LLC",
    "https://terraalphainvestments.com",
    "https://x.com/TERRAALPHAINVST"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288690",
  "city_as_filed": "WASHINGTON",
  "url": "https://advisorcensus.com/firm/terra-alpha-investments-llc-washington-dc-288690",
  "display_name": "Terra Alpha Investments LLC",
  "summary": "Terra Alpha Investments LLC is an SEC-registered investment advisory firm in Washington, DC, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.",
  "citation": "AdvisorCensus. Terra Alpha Investments LLC (CRD 288690): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Terra Alpha Investments LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Terra Alpha Investments LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "How much does Terra Alpha Investments LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 12, 2026 states: Asset-based fee: 0.65% to 1.2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Terra Alpha Investments LLC located?",
      "a": "Terra Alpha Investments LLC's principal office is in Washington, DC, according to its Form ADV."
    },
    {
      "q": "Is Terra Alpha Investments LLC registered with the SEC or a state?",
      "a": "Terra Alpha Investments LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 288690."
    },
    {
      "q": "How much does Terra Alpha Investments LLC manage?",
      "a": "Terra Alpha Investments LLC reports $193,043,545 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary)."
    },
    {
      "q": "How have Terra Alpha Investments LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Terra Alpha Investments LLC: Regulatory assets under management: $110,799,413 in the October 2021 data and $193,043,545 in the October 2026 data, up 74%. Total employees: 10 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Terra Alpha Investments LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4); charitable organizations (1)."
    },
    {
      "q": "Which custodians does Terra Alpha Investments LLC use?",
      "a": "Terra Alpha Investments LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Terra Alpha Investments LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288690"
    },
    {
      "q": "What changed in Terra Alpha Investments LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 110799413.0,
      "total_employees": 10,
      "filing_date": "2021-07-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 130315504.0,
      "total_employees": 11,
      "filing_date": "2022-08-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 122767022.0,
      "total_employees": 11,
      "filing_date": "2023-03-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 169999901.0,
      "total_employees": 11,
      "filing_date": "2024-03-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 185320797.0,
      "total_employees": 10,
      "filing_date": "2025-05-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 193043545.0,
      "total_employees": 9,
      "filing_date": "2026-03-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 12, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.65% to 1.2% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.65% to 1.2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "As a general matter, the Funds pay the Adviser an asset-based investment management fee each quarter in arrears ranging from 0.65% to 1.20% per annum based on the value of the net assets of the respective Fund"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.65,
        1.2
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "As a general matter, the Funds pay the Adviser an asset-based investment management fee each quarter in arrears ranging from 0.65% to 1.20% per annum based on the value of the net assets of the respective Fund"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Northern Trust",
      "name_as_filed": "NORTHERN TRUST",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/terra-alpha-investments-llc-washington-dc-288690.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 177227093.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": false,
      "raum": 15816452.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288690",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}