AGAMERICA LENDING LLC

other names
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Adviser Profile
As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 133 -2.92%
of those in investment advisory functions 22 15.79%
Registration SEC, Approved, 4/23/2018
Other registrations (2)
AUM* 1,772,000,000 27.30%
of that, discretionary 1,462,000,000 35.12%
Private Fund GAV* 1,462,000,000 35.12%
Avg Account Size 590,666,667 -15.13%
SMA’s Yes
Private Funds 2 1
Contact Info 863 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 927M 773M 618M 464M 309M 155M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$1,437,000,000
Fund TypePrivate Equity Fund Count1 GAV$25,000,000

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Brochure Summary

Overview

Description of Firm AgAmerica Lending LLC (“AgAmerica Lending”, the "Firm" or ("we/us/ours"), a Delaware limited liability company, is an investment adviser registered with the SEC. The Firm is based in Lakeland, Florida and, has provided investment advisory services since May 2018. AgAmerica Lending is led by Brian G. Philpot, President & CEO and McAlpin T. Miller, EVP, Chief Revenue Officer. We are owned by AgAmerica Holding, LLC. Investment Management Services AgAmerica Lending LLC, and AgAmerica Land Fund Investment Manager, LLC, a relying advisor, provides discretionary investment management services to two Delaware organized, private pooled investment vehicles (the "Funds") and a separately managed account ("SMA") for high net worth individuals, family offices and institutional clients, including but not limited to pension funds, foundations, insurance companies and asset managers. The advisory services for the Funds are described in the Funds’ offering memorandum, limited partnership agreement ("LPA")
or LLC Operating Agreement (collectively, the "Documents"). We do not vary our investment advice from the terms of the Documents. Additionally, the Documents detail the various investment restrictions that govern the types of investments the Funds may and may not make. The advisory services for the SMA are described in its investment management agreements (the "IMA"). All information contained in this brochure is based on the advisory services that AgAmerica Lending offers. No disclosure or other statement contained in this brochure serves as a substitute or shall supersede any of the terms and conditions in the Documents or IMA. To the extent any of the statements herein conflict with the Documents, such Documents shall govern, and investors in the Funds will be bound by the terms, fees, conditions, risks and other relevant information contained therein. Assets Under Management As of December 31, 2023, we had $1,462,000,000 in discretionary assets under management and $310,000,000 in non-discretionary assets under management.