This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=0.92 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$193MItem 5.F on the latest filing (2026-03-12); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$193M

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

9

Advisory employees

6

Offices

2Schedule D 1.F, beyond the principal office

Accounts

5

Private funds

3Schedule D 7.B(1)

Custody, client assets

$0

SEC number

801-122204

CIK

2055566

CRD

288690

Filings on the tape

10

First filed

Jul 30, 2021

Latest filed

Mar 12, 2026

Organised

Limited Liability Company, DE

• Occurred

  Jul 30, 2021
  First Form ADV filing

  Terra Alpha Investments Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2b7ddc38-2c08-d5bd-7faf-8addcb57ec25

First observed

Jul 30, 2021

Last observed

Mar 12, 2026 6 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.