Mandate & appetite
- Preferred strategies
- Core, Opportunistic, Value Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Terra Cotta Financial Group, an independent wealth management multi-family office based in Oakville, Ontario, was founded in 2013 by Bruce Moffatt, John Hayes, and Sab Ravalli. The firm specializes in alternative asset investments and comprehensive financial planning services.
Unlock mandates & allocation signals
See Terra Cotta Financial Group's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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