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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

TERRA INCOME ADVISORS, LLC

CRD 172518

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2708a6b6-8868-fa01-b728-5750d928ea5f

Data as of Jan 23, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 8
On other graphs: 1
Observed: Aug 15, 2014 to Jan 23, 2023
22 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Terra Income Advisors, LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $118MItem 5.F on the latest filing (2023-01-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $118M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 0
Advisory employees: 0
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1
SEC number: 801-85178
CRD: 172518
Filings on the tape: 22
First filed: Aug 15, 2014
Latest filed: Jan 23, 2023
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
TERRA SECURED INCOME FUND 5, LLC	Real Estate Fund	$331M	Mar 30, 2017	3,500	Mar 30, 2017	dropped	n/a
TERRA PROPERTY TRUST, INC.	Real Estate Fund	$141M	Mar 30, 2017	1	Mar 30, 2017	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Cooperman, Daniel, James	CHIEF ORIGINATIONS OFFICER	Na	yes	05/2013	Mar 27, 2018	Jan 23, 2023
MAVIK CAPITAL MANAGEMENT, LP	Member	E	yes	04/2021	Mar 31, 2022	Jan 23, 2023
MURPHY, BERNADETTE	CHIEF COMPLIANCE OFFICER	Na	yes	03/2020	Mar 30, 2020	Jan 23, 2023
PINKUS, GREGORY, MARC	CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER	Na	yes	05/2013	Aug 15, 2014	Jan 23, 2023
TERRA CAPITAL PARTNERS, LLC	Member	E	yes	04/2021	Aug 15, 2014	Jan 23, 2023
Uppal, Vikram, Sohan	CHIEF EXECUTIVE OFFICER	Na	yes	04/2019	May 7, 2019	Jan 23, 2023
Uppal, Vikram, Sohan	MANAGING MEMBER	F	yes	04/2021	May 7, 2019	Jan 23, 2023
MAVIK CAPITAL GP, LLC	GENERAL PARTNER	F	no	04/2021	May 31, 2022	Jan 23, 2023
MAVIK CAPITAL GROUP, LP	GENERAL PARTNER	F	no	04/2021	May 31, 2022	Jan 23, 2023
STRATEGIC PARTNERS REAL ESTATE VII INVESTMENTS, L.P	Member	C	no	04/2021	Mar 31, 2022	Jan 23, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
TERRA REIT ADVISORS, LLC	n/a	Asset manager	$1.4B	N	yes	n/a
TERRA FUND ADVISORS, LLC	n/a	Former SEC adviser	$23.6M	N	yes	n/a
TERRA CAPITAL PARTNERS, LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Offices	Private funds	Fund GAV
2021	Mar 30, 2022	$118M	$118M	0	n/a	n/a
2020	Mar 30, 2021	$76.8M	$76.8M	0	n/a	n/a
2019	Mar 30, 2020	$74.7M	$74.7M	0	n/a	n/a
2018	Mar 27, 2019	$85.3M	$85.3M	0	n/a	n/a
2017	Mar 27, 2018	$81.8M	$81.8M	0	n/a	n/a
2016	Mar 30, 2017	$411M	$411M	n/a	4	$509M
2015	Mar 17, 2016	$35.0M	$35.0M	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$118M	$76.8M	53.8%	$85.3M	11.5%	0	0	0	0

Relationships

Affiliated with (2)

→ TERRA FUND ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ TERRA REIT ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (6)

← PINKUS, GREGORY, MARCOwnerCHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER, ownership code NA, individual
Aug 15, 2014 to presentfactForm ADV
← MURPHY, BERNADETTEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2020 to presentfactForm ADV
← Cooperman, Daniel, JamesOwnerCHIEF ORIGINATIONS OFFICER, ownership code NA, individual
Mar 27, 2018 to presentfactForm ADV
← Uppal, Vikram, SohanOwnerMANAGING MEMBER, ownership code F, individual
May 7, 2019 to presentfactForm ADV
← MAVIK CAPITAL MANAGEMENT, LPOwnerMEMBER, ownership code E, domestic entity
Mar 31, 2022 to presentfactForm ADV
← TERRA CAPITAL PARTNERS, LLCOwnerMEMBER, ownership code E, domestic entity
Aug 15, 2014 to presentfactForm ADV

Owns (3)

← MAVIK CAPITAL GP, LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
May 31, 2022 to presentfactForm ADV
← MAVIK CAPITAL GROUP, LPOwnerGENERAL PARTNER, ownership code F, domestic entity
May 31, 2022 to presentfactForm ADV
← STRATEGIC PARTNERS REAL ESTATE VII INVESTMENTS, L.POwnerMEMBER, ownership code C, domestic entity
Mar 31, 2022 to presentfactForm ADV

Advises (2)

→ TERRA PROPERTY TRUST, INC.Private fundReal Estate Fund, IA, no longer reported
Mar 30, 2017 to Mar 30, 2017factForm ADV
→ TERRA SECURED INCOME FUND 5, LLCPrivate fundReal Estate Fund, IA, no longer reported
Mar 30, 2017 to Mar 30, 2017factForm ADV

Dated events

Occurred
Mar 30, 2020
Control person joined
Bernadette Murphy (Chief Compliance Officer) appeared on Schedule A of Terra Income Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Mar 30, 2020
Control person left
Sam Michael Cardello (Chief Compliance Officer) no longer on Schedule A of Terra Income Advisors, Llc (listed 2019-05-07, absent 2020-03-30)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2020
Control person left
Hampton Stephen Hamrick (President) no longer on Schedule A of Terra Income Advisors, Llc (listed 2019-05-07, absent 2020-03-30)
Form ADVobserved 6 days ago
Occurred
May 7, 2019
Control person left
David Bruce Batkin (Chief Executive Officer) no longer on Schedule A of Terra Income Advisors, Llc (listed 2019-03-27, absent 2019-05-07)
Form ADVobserved 6 days ago
Occurred
May 7, 2019
Control person left
James Simon Milde (Member - Class A) no longer on Schedule A of Terra Income Advisors, Llc (listed 2019-03-27, absent 2019-05-07)
Form ADVobserved 6 days ago
Occurred
May 7, 2019
Control person joined
Sohan Vikram Uppal (Chief Executive Officer) appeared on Schedule A of Terra Income Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Mar 27, 2018
Regulatory AUM changed
Terra Income Advisors, Llc reported RAUM $81.8M, down 80% from $410.5M (2017-09-27 to 2018-03-27)
Form ADVobserved 6 days ago
$-329M
Occurred
Aug 15, 2014
First Form ADV filing
Terra Income Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2708a6b6-8868-fa01-b728-5750d928ea5f
First observed: Aug 15, 2014
Last observed: Jan 23, 2023 44 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TERRA INCOME ADVISORS, LLC

CRD 172518

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2708a6b6-8868-fa01-b728-5750d928ea5f

Data as of Jan 23, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:08 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

TERRA SECURED INCOME FUND 5, LLC

Real Estate Fund

$331M

Mar 30, 2017

3,500

Mar 30, 2017

dropped

n/a

TERRA PROPERTY TRUST, INC.

Real Estate Fund

$141M

Mar 30, 2017

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Cooperman, Daniel, James

CHIEF ORIGINATIONS OFFICER

yes

05/2013

Mar 27, 2018

Jan 23, 2023

MAVIK CAPITAL MANAGEMENT, LP

Member

yes

04/2021

Mar 31, 2022

Jan 23, 2023

MURPHY, BERNADETTE

CHIEF COMPLIANCE OFFICER

yes

03/2020

Mar 30, 2020

Jan 23, 2023

PINKUS, GREGORY, MARC

CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER

yes

05/2013

Aug 15, 2014

Jan 23, 2023

TERRA CAPITAL PARTNERS, LLC

Member

yes

04/2021

Aug 15, 2014

Jan 23, 2023

Uppal, Vikram, Sohan

CHIEF EXECUTIVE OFFICER

yes

04/2019

May 7, 2019

Jan 23, 2023

Uppal, Vikram, Sohan

MANAGING MEMBER

yes

04/2021

May 7, 2019

Jan 23, 2023

MAVIK CAPITAL GP, LLC

GENERAL PARTNER

04/2021

May 31, 2022

Jan 23, 2023

MAVIK CAPITAL GROUP, LP

GENERAL PARTNER

04/2021

May 31, 2022

Jan 23, 2023

STRATEGIC PARTNERS REAL ESTATE VII INVESTMENTS, L.P

Member

04/2021

Mar 31, 2022

Jan 23, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TERRA REIT ADVISORS, LLC

n/a

Asset manager

$1.4B

yes

n/a

TERRA FUND ADVISORS, LLC

n/a

Former SEC adviser

$23.6M

yes

n/a

TERRA CAPITAL PARTNERS, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 30, 2022

$118M

n/a

2020

Mar 30, 2021

$76.8M

n/a

2019

Mar 30, 2020

$74.7M

n/a

2018

Mar 27, 2019

$85.3M

n/a

2017

Mar 27, 2018

$81.8M

n/a

2016

Mar 30, 2017

$411M

n/a

$509M

2015

Mar 17, 2016

$35.0M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$118M

$76.8M

53.8%

$85.3M

11.5%