# Terra Alpha Investments LLC

> 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.

- CRD: 288690
- Filed as: TERRA ALPHA INVESTMENTS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Washington, DC
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288690
- AdvisorCensus page: https://advisorcensus.com/firm/terra-alpha-investments-llc-washington-dc-288690

## Quick answers

**How is Terra Alpha Investments LLC compensated?**
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.

**How much does Terra Alpha Investments LLC charge?**
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.

**Where is Terra Alpha Investments LLC located?**
Terra Alpha Investments LLC's principal office is in Washington, DC, according to its Form ADV.

**Is Terra Alpha Investments LLC registered with the SEC or a state?**
Terra Alpha Investments LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 288690.

**How much does Terra Alpha Investments LLC manage?**
Terra Alpha Investments LLC reports $193,043,545 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**How have Terra Alpha Investments LLC's assets and staff changed since 2021?**
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.

**What types of clients does Terra Alpha Investments LLC serve?**
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).

**Which custodians does Terra Alpha Investments LLC use?**
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.

**Does Terra Alpha Investments LLC report any disciplinary disclosures?**
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

**What changed in Terra Alpha Investments LLC's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Asset-based fee: 0.65% to 1.2% a year (a range, as the brochure states it)

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Northern Trust

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.

### Regulatory assets under management (Item 5.F)
- Total: $193,043,545
- Discretionary: $193,043,545
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $177,227,093 |
| Charitable organizations | 1 | $15,816,452 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- terraalphainvestments.com
- LinkedIn @TERRA-ALPHA-INVESTMENTS-LLC
- X @TERRAALPHAINVST

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $110,799,413 | 10 | July 30, 2021 |
| October 2022 | $130,315,504 | 11 | August 16, 2022 |
| October 2023 | $122,767,022 | 11 | March 24, 2023 |
| October 2024 | $169,999,901 | 11 | March 22, 2024 |
| October 2025 | $185,320,797 | 10 | May 2, 2025 |
| October 2026 | $193,043,545 | 9 | March 12, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Terra Alpha Investments LLC (CRD 288690): Form ADV filing data as of October 2026.