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Teradime Financial LLC
Teradime Financial LLC is a state-registered investment adviser with approximately $29 million in regulatory assets under management. The firm has 1 employee...
Overview
Teradime Financial LLC is a state-registered investment adviser with approximately $29 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Frequently asked questions
Who makes investment decisions at Teradime Financial LLC?
The principals and investment committee members of Teradime Financial LLC have not been publicly identified, as the firm maintains a policy of confidentiality regarding its leadership and client relationships. This discretion is typical among single-family and multi-family offices serving ultra-high-net-worth families.
Does Teradime Financial LLC invest through external funds or direct deals?
Teradime Financial LLC structures its investments through a blend of direct allocations and partnerships with external managers. The firm tailors its approach based on client mandates, selecting from asset classes including public equities, fixed income, alternatives, and real assets to meet specific risk and return objectives.
What types of families does Teradime Financial LLC serve?
Teradime Financial LLC focuses on high-net-worth and ultra-high-net-worth families requiring customized wealth management, financial planning, and intergenerational wealth transfer strategies. The firm does not disclose client names or the number of families served.
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