AgVictus Capital Management, LLC, formed in 2012, is an investment management services
firm for farmland and timberland investors. Operating out of its Alpharetta, Georgia
headquarters, AgVictus serves to offer agricultural and timberland investment management
services to corporate pension plans, state and municipal retirement systems, endowments,
foundations and family offices. Until February 1, 2019, AgVictus was an affiliate of Forest
Investment Associates, LP and operated under that firm’s registration under the Investment
Advisers Act of 1940. AgVictus is currently majority owned and controlled by Matthew A.
Whitley.
AgVictus offers customized separate account portfolios in farmland and other agricultural
assets including, as appropriate, operating equipment, packing facilities and related assets.
Investments are typically made indirectly through the purchase and sale of interests in
holding companies formed as limited liability companies, limited partnerships or similar
entities. Our overall management objective is to maximize the value of each client portfolio
through capital appreciation from farm improvements and management, as well as cash
yield from crop harvests and other sources.
In managing portfolios, AgVictus selects properties specific to the needs of the particular
client. AgVictus seeks to build portfolios that are diversified across
various criteria,
including:
Crop or timber type (permanent, specialty or commodity [row] crops;
hardwood or softwood timber)
Crop or timber species (e.g. for agri: corn, citrus, hazelnuts; e.g. for timber:
Douglas fir, loblolly pine, black cherry)
Geographic location, and
Transaction timing.
As of December 31, 2023, AgVictus managed approximately $369,897,133 in assets. For
existing client entities, the final approval of significant investments is on a non-discretionary
basis, however, management of said investments is done in a discretionary manner.
Account supervision is guided by the client’s stated objectives as well as tax considerations.
Clients may impose reasonable restrictions on investing in certain securities, geographic
areas, crops, timber harvested or properties.
We will review the client portfolios periodically, as noted in Item 13 below, and if necessary,
make any recommended modifications, based on client needs.
It is the client’s responsibility to notify the firm promptly of any significant change in
information provided by the client, including any significant change to the client’s financial
circumstances or investment objectives that might affect the manner in which the firm will
manage the client’s account. This notification allows the firm to review, assess and modify, if
necessary, any recommendations or services.