US AGRICULTURE other names

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Adviser Profile

As of Date:

02/13/2024

Adviser Type:

- Large advisory firm

Number of Employees:

13

of those in investment advisory functions:

5

Registration:

SEC, Approved, 3/17/2016

AUM:

713,209,275 10.08%

of that, discretionary:

605,542,841 247.02%

Private Fund GAV:

186,420,876 8.38%

Avg Account Size:

142,641,855 10.08%

SMA’s:

YES

Private Funds:

1

Contact Info

317 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
504M 432M 360M 288M 216M 144M 72M
2016 2017 2018 2019 2020 2021 2022 2023

Recent News

GRAIN HIGHLIGHTS: Top Stories of the Day
03/31/2021

(kirk.maltais@wsj.com, @kirkmaltais) On the Farm, Praise and Criticism for Biden Infrastructure Plan -- Market Talk 1416 ET - The US agriculture sector sees both promise and peril in the Biden ...

Morningstar

Web-Based Consumer Health Information: Public Access, Digital Division, and Remainders
03/30/2021

The Federal Communications Commission's (FCC's) Universal Service Fund, a key component of the ... In addition, during the same time period the US Agriculture Department's Rural Utilities Service ...

medscape.com

South Africa: MEC Ivan Meyer - Western Cape Agriculture Budget Vote 2021/22
03/29/2021

Press Release - Speech Delivered by Minister of Agriculture, Dr Ivan Meyer, during Budget Debate on Vote 11, Western Cape Department of Agriculture

allafrica.com

WTO Tricks
03/28/2021

While US, EU and Australia have walked back with the cake, Brazil and India have only lost their credibility and will no longer be trusted by the developing world. They deserve the brickbats.

outlookindia.com

More questions than answers about climate markets
03/28/2021

The news you need, when you need it, by the editors you trust. Get continuing news coverage and educational information on crops, livestock, soil health and other topics you select.

hpj.com

Harvest bumper profits from agriculture
03/26/2021

more complex foods", says David Field of the Carmingnac Commodities Fund. Pressure on food prices is not just down to the need to fill people's plates. Soft commodities are also used to make ...

moneyweek.com


Private Funds Structure

Fund Type Count GAV
Real Estate Fund 1 $186,420,876

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Private Funds



Employees




Brochure Summary

Overview

USAG is an investment advisor with its principal place of business located in Carmel, Indiana. We have been in business since 2015, with Hageman Investments, LLC and Fred Howard Halderman as the owners of the firm.
We provide discretionary and non-discretionary advice to separately managed accounts (the "Managed Accounts") with respect to certain investments in agriculture and farmland. USAG develops custom investment programs for each Managed Account and has the ongoing responsibility to make recommendations based upon the specific needs of each Managed Account. These services are provided to each Managed Account in accordance with a written investment management agreement. Managed Accounts also have the ability to impose reasonable investment restrictions regarding the management of their accounts.
Managed Accounts are specifically designed to provide exposure to real estate
and farmland investments. These accounts are intended to be a part of larger diversified investment strategy and not a single holistic investment account.
Beginning in 2017, USAG began to provide advisory services to an open-end investment vehicle, US Core Farmland Fund LP (the "Fund" and together with the Managed Accounts, the "Clients"). The Fund seeks to offer long-term, diversified investments in annual row-crop farmland throughout the US. The Fund is focused on acquiring annual row-crop farmland and leasing that land to farmers through passive lease structures.
In the future, we may offer agriculture related investment strategies through additional open-end and closed-end investment funds.
As of 12/31/2022, USAG manages regulatory assets under management of $174,499,092 on a discretionary basis and $473,403,106 on a non-discretionary basis for its Clients.