Terra Income Advisors, LLC (New York)

Terra Income Advisors, LLC is an investment adviser to a business development company based in New York. It manages $85.29 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014.

Terra Income Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as private funds.

Terra Income Advisors: assets under management

The assets under management (AUM) of Terra Income Advisors, LLC is $85.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 68132% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $85.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $85.29 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Terra Income Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Stephen Hampton Hamrick serves?

The only and largest group of clients of Stephen Hampton Hamrick is business development companies with 1 clients and $85.29 million of assets under management. Among the 3 most similar advisory firms, Terra Income Advisors has the highest percentage of business development companies out of all clients.

The amount of regulatory assets under management is $85.29 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Terra Income Advisors doesn't advise any private funds.

Careers at Terra Income Advisors, LLC

Stephen Hampton Hamrick has been acting as President since 1 May 2013. Vikram Sohan Uppal joined the executive team most recently as the Chief Executive Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Terra Group	Member	1 Jun 2008	50% - 75%	83-0454073
Bruce David Batkin	Chief executive officer	1 May 2013	Other	2357473
Gregory Marc Pinkus	Chief financial officer	1 May 2013	Other	6379856
Michael Sam Cardello	Chief compliance officer	1 May 2013	Other	718970
Llc Terra Capital Partners	Member	1 May 2013	75% - 100%	20-0060687
Stephen Hampton Hamrick	President	1 May 2013	Other	804981
Daniel James Cooperman	Chief originations officer	1 May 2013	Other	6930065
Bruce D Batkin	Chief executive officer	1 May 2013	Other	2357473
Gregory Pinkus	Chief financial officer	1 May 2013	Other	6379856
Gregory Marc Pinkus	Chief operating officer	1 Jul 2014	Other	6379856
Gregory Pinkus	Chief operating officer	1 Jul 2014	Other	6379856
Dcoop Llc	Member	1 Feb 2018	Other	27-1767052
Axar Terra Llc	Member - class b	1 Feb 2018	25% - 50%	82-4745088
Vikram Sohan Uppal	Chief executive officer	1 Apr 2019	Other	7086942

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Simon James Milde	Member	1 Jun 2007	75% - 100%	xxx-xx-xxxx
Bruce David Batkin	Member	1 Jun 2007	75% - 100%	2357473
Bruce D Batkin	Member	1 Jun 2007	75% - 100%	2357473
Terra Group Llc	Member	1 Jun 2008	50% - 75%	83-0454073
Daniel James Cooperman	Member	1 May 2009	75% - 100%	6930065
Richbell V Llc	Member	1 Jun 2009	25% - 50%	26-4689386

Based in New York

The principal office where Terra Income Advisors, LLC performs its advisory services is located at 550 Fifth Avenue, New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (212) 753-5100 or by fax (212) 753-5102. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.