Terra Firma Asset Management
Terra Firma Asset Management is a fee-only, SEC-registered investment adviser in San Francisco, California, registered with the SEC since 2020. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.
Source: SEC Form ADV · CRD #306765 · SEC #801-118043 · SEC-registered since 2020 (6 yrs) · Last filing data January 1, 2026
- AUM
- Not reported
- Fee model
- Fee-only
- Clients
- 2
- Employees
- 2
as of 2026
per Form ADV 5.E
Form ADV 5.C — may be institutional
2 advisers
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Overview
AI-generated summary
Terra Firma Asset Management is a fee-only, SEC-registered investment adviser based in San Francisco, California. It did not report regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.
This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.
Firm details
- CRD #
- 306765
- SEC #
- 801-118043
- Headquarters
- San Francisco, CA
- Employees
- 2
Clients served
Client types not reported on this filing.
Fees & compensation
- Compensation model: Fee-only — the firm reports being paid by clients (e.g. a percentage of assets) and not through commissions.
- Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
- Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
- Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.
Disclosures
Terra Firma Asset Management reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.
Frequently asked questions
Is Terra Firma Asset Management a fiduciary?+
Yes. Terra Firma Asset Management is an SEC-registered investment adviser (CRD #306765), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.
How is Terra Firma Asset Management compensated?+
Terra Firma Asset Management reports a fee-only compensation model on its Form ADV. Fee-only advisers are paid by their clients (for example, a percentage of assets managed) and do not earn commissions. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.
How much money does Terra Firma Asset Management manage?+
Terra Firma Asset Management did not report regulatory assets under management on its most recent Form ADV. See the SEC IAPD record for details.
Does Terra Firma Asset Management have any disclosures?+
Terra Firma Asset Management reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.
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This profile is generated from publicly available SEC filings. Terra Firma Asset Management has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.