DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
T••••••• M••••••••• L••
Latest filing May 1, 2026
First filing on the tape Dec 2, 2013 · 25 filings
SEC status approved since Apr 2, 2014
RAUM
$1.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
21
13 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
11
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$1.4B as of May 1, 2026
Apr 1, 2014$207M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 1, 2026
Apr 1, 20140 then
Employees (5.A)21 as of May 1, 2026
Apr 1, 201411 then
Private funds11 as of May 1, 2026
Apr 1, 20143 then
RAUM -24% over the last fiscal year-17% a year over threeIARs 0 to 0offices 3 to 2
Practice profile
derived from the filing of May 1, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $131MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- -24%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.4B, 11 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- a related person has custody of client cash (9.B.1.a)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.4B for 11 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
14 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T••••••• P••••••• V• ••••••••• L• | Real Estate Fund | $1.4B | 78 | Mar 31, 2021 |
| T••••••• P••••••• I• ••••••••• L• | Real Estate Fund | $441M | 45 | Mar 30, 2017 |
| T••••••• P••••••• V• •••••• L• | Other Private Fund | $116M | 2 | Mar 31, 2021 |
| T••••••• P••••••• I•• ••••••••• L• | Real Estate Fund | $113M | 29 | Jun 16, 2014 |
| T••••••• P••••••• V• •••• L• | Real Estate Fund | $50.9M | 48 | Mar 31, 2021 |
| T••••••• P••••••• I• •••••• L• | Other Private Fund | $50.1M | 2 | Mar 31, 2018 |
| T••••••• P••••••• I• •••• L• | Real Estate Fund | $28.0M | 50 | Mar 30, 2017 |
| T••••••• P••••••• I•• •••• L• | Real Estate Fund | $10.5M | 52 | Jun 16, 2014 |
| T••••••• P••••••• I• ••••••••• L• | Real Estate Fund | $6.5M | 21 | Dec 2, 2013 |
| T••••••• P•••••••• L• | Real Estate Fund | $3.4M | 92 | Dec 2, 2013 |
| T••••••• P••••••• I• •••• L• | Real Estate Fund | $3.2M | 80 | Dec 2, 2013 |
| T••••••• P••••••• V• •••• L• | Real Estate Fund | $0 | 13 | Mar 22, 2024 |
| T••••••• P••••••• V• ••••••••• L• | Real Estate Fund | $0 | 24 | Mar 22, 2024 |
| T••••••• P••••••• V• •••••• L• | Other Private Fund | $0 | 2 | Mar 22, 2024 |
Owners and control persons
Schedule A and B, latest filing
- G•••• R•••••• M••••• · Managing Principalcontrolsince 01/2001 · owns 25% to 50%
- H••••••••• W•••••• S•••••• · Managing Principalcontrolsince 06/2008 · owns 25% to 50%
- C••••• D• O•••••••• J••• M••••••• · Chief Compliance Officersince 03/2024 · owns less than 5%
Related persons
Schedule D 7.A
- H•••••• R••••• A•• I••••••••• L••investment companyn
- T••••••• G• C••••pooled vehicle sponsorn
- T••••••• G• I• L••pooled vehicle sponsorn
- T••••••• G• I•• L••pooled vehicle sponsorn
- T••••••• G• I• •••••• L••pooled vehicle sponsorn
- T••••••• G• I• L••pooled vehicle sponsorn
- T••••••• G• V• •••••• L••pooled vehicle sponsorn
- T••••••• G• V• L••pooled vehicle sponsorn
- T••••••• G• V• •••••• L••pooled vehicle sponsorn
- T••••••• G• V• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Brookhaven, GA5 employees
- Denver, CO2 employees
- Tampa, FL2 employees
What changed
consecutive filings, newest first
- Advisory employees · 15 to 13May 9, 2025 to Mar 30, 2026
- Assets in custody · $1.9B to $1.4BMay 9, 2025 to Mar 30, 2026
- Employees · 25 to 21May 9, 2025 to Mar 30, 2026
- Other offices · 3 to 2May 9, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.9B to $1.4BMay 9, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.9B to $1.4BMay 9, 2025 to Mar 30, 2026
- RAUM · $1.9B to $1.4BMay 9, 2025 to Mar 30, 2026
- Financial planning clients · 0 to 0Mar 26, 2025 to May 9, 2025
- Accounts · 14 to 11Mar 22, 2024 to Mar 26, 2025
- Advisory employees · 18 to 15Mar 22, 2024 to Mar 26, 2025
- Pooled vehicle clients · 14 to 11Mar 22, 2024 to Mar 26, 2025
- Assets in custody · $2.3B to $1.9BMar 22, 2024 to Mar 26, 2025
- Employees · 28 to 25Mar 22, 2024 to Mar 26, 2025
- Private funds · 14 to 11Mar 22, 2024 to Mar 26, 2025
- Discretionary RAUM · $2.3B to $1.9BMar 22, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $2.3B to $1.9BMar 22, 2024 to Mar 26, 2025
- RAUM · $2.3B to $1.9BMar 22, 2024 to Mar 26, 2025
- Accounts · 11 to 14Mar 31, 2023 to Mar 22, 2024
- Advisory employees · 12 to 18Mar 31, 2023 to Mar 22, 2024
- Pooled vehicle clients · 11 to 14Mar 31, 2023 to Mar 22, 2024
- Assets in custody · $2.5B to $2.3BMar 31, 2023 to Mar 22, 2024
- Employees · 24 to 28Mar 31, 2023 to Mar 22, 2024
- Financial planning clients · 11-25 to 0Mar 31, 2023 to Mar 22, 2024
- Private funds · 11 to 14Mar 31, 2023 to Mar 22, 2024
- Discretionary RAUM · $2.5B to $2.3BMar 31, 2023 to Mar 22, 2024
- Pooled vehicle RAUM · $2.5B to $2.3BMar 31, 2023 to Mar 22, 2024
- RAUM · $2.5B to $2.3BMar 31, 2023 to Mar 22, 2024
- Advisory employees · 8 to 12Oct 20, 2022 to Mar 31, 2023
- Assets in custody · $2.0B to $2.5BOct 20, 2022 to Mar 31, 2023
- Discretionary RAUM · $2.0B to $2.5BOct 20, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $2.0B to $2.5BOct 20, 2022 to Mar 31, 2023
- RAUM · $2.0B to $2.5BOct 20, 2022 to Mar 31, 2023
- Pooled vehicle clients · 8 to 11Mar 31, 2021 to Mar 31, 2022
- Assets in custody · $1.2B to $2.0BMar 31, 2021 to Mar 31, 2022
- Employees · 25 to 24Mar 31, 2021 to Mar 31, 2022
- Financial planning clients · unset to 11-25Mar 31, 2021 to Mar 31, 2022
- Other offices · 0 to 3Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.2B to $2.0BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $1.2B to $2.0BMar 31, 2021 to Mar 31, 2022
- RAUM · $1.2B to $2.0BMar 31, 2021 to Mar 31, 2022
Signals
5 dated events
- T••••••• M••••••••• L•• reported RAUM $2.5B, up 29% from $2.0B (2022-10-20 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- T••••••• M••••••••• L•• reported RAUM $2.0B, up 59% from $1.2B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- T••••••• M••••••••• L•• reported RAUM $1.1B, up 36% from $818.0M (2019-03-29 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- T••••••• M••••••••• L•• reported RAUM $727.0M, up 43% from $508.4M (2017-03-30 to 2018-03-31)Mar 31, 2018 · RAUM change · derived
- T••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Dec 2, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- T••••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/terracap-management-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 239-540-2002reportedpublic record, Form ADV, May 1, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
T••••••• M••••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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