TERRA NOVA ASSET MANAGEMENT LLC
SEC RegisteredClarity. Discipline. Stewardship Across Generations.
About the firm
Terra Nova Asset Management is an independent investment advisor specializing in serving European and U.S. clients who either live in Europe or in the U.S. Founded in May 1998 as a partner-owned firm, they focus on preserving and growing clients' assets over time while providing ancillary services to bridge geographical distances and language barriers.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management and investment advisory services with a primary focus on preserving and growing client assets over time, including capital preservation, income generation, asset protection in down markets, and ancillary services to help clients bridge geographical distances and language barriers.
Who they serve
A select group of high-net-worth individuals and families from Europe and the U.S., including retired corporate executives, business owners, family offices, clients who sold their businesses, and retired clients with company-sponsored retirement accounts such as 401(k)s.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 11 | $3.6M |
| High Net Worth Individuals | 58 | $217M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TERRA NOVA ASSET MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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