Terra Reit Advisors, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 10
- Avg AUM / client
- $144M
- Accounts
- 11
- Employees
- 30
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 10 | $1.1B | 74.0% |
| Corporations and other businesses | Fewer than 5 clients | $373M | 26.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $338M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Mavik Real Estate Special Opportunities Fund, Lp | Real Estate Fund | Delaware | $338M | 239 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cooperman, Daniel, James | Head Of Investments | Oct 2017 (9y) | Less than 5% | |
| Pinkus, Gregory, Marc | Chief Financial Officer | Oct 2017 (9y) | Less than 5% | |
| Uppal, Vikram, Sohan | Chief Executive Officer | Dec 2018 (8y) | Less than 5% | |
| Murphy, Bernadette | Chief Compliance Officer | Mar 2020 (6y) | Less than 5% | |
| Schwarzschild, Sarah, Weber | Chief Operating Officer | Jul 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Terra Capital Partners, Llc | Member | Oct 2017 | A | 75% or more |
| Mavik Capital Management, Lp | Member | Apr 2021 | B | ≈ 56.25% – 100% via Terra Capital Partners, Llc |
| Mavik Capital Group, Lp | General Partner | Apr 2021 | B | GP / trustee / elected manager of Mavik Capital Management, Lp (indirect) |
| Mavik Capital Gp, Llc | General Partner | Apr 2021 | B | GP / trustee / elected manager of Mavik Capital Group, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mavik Capital Management, Lp: 75% – 100% of Terra Capital Partners, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $338M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Mavik Real Estate Special Opportunities Fund, Lp | Real Estate Fund | $338M | $5.0M | 239 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.75 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗