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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-28-1998
- Office Locations
- 1
Office Locations
About Terra Nova Asset Management LLC
Terra Nova Asset Management is a partner-owned, independent investment advisor (est. 1998) providing wealth management and discretionary portfolio management for a select group of high-net-worth individuals and families across Europe and the U.S., including executives, business owners, family offices, retirees, and inheritors. The firm emphasizes long-term, transparent, preservation-and-growth strategies, often using ETFs and high-quality fixed income, and helps clients navigate cross-border complexity, distance, and language barriers.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Petra Maria Peters
Partner
- CRD
- #1636973
- Ownership
- 75% or more
Daniel Baumgartner
Chief Compliance Officer, Vice President
- CRD
- #2350488
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $188,337,149 | $1,961,845 |
| Non-Discretionary | $31,866,031 | $6,373,206 |
| Total | $220,203,180 | $2,180,230 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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