Terra Nova Asset Management Llc
- Regulatory AUM
- $220M
- Discretionary
- $188M
- Clients
- 69
- Avg AUM / client
- $3.2M
- Accounts
- 101
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 11 | $3.6M | 1.64% |
| High net worth individuals | 58 | $217M | 98.4% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Petra Maria Peters | Member | May 1998 (28y) | 75% or more | |
| Daniel Baumgartner | Member/Chief Compliance Officer | Oct 2004 (22y) | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/04/2026 | 961 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Fidelity Brokerage Services $209M (95% of AUM) May 2026
- National Financial Services (Fidelity) $184M (94% of AUM) Nov 2025
- Fidelity Investments $88.6M (45% of AUM) Nov 2025
- State Street $24.1M (12% of AUM) Nov 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 04, 2026.
View current Form ADV (SEC/IAPD) ↗