AgAmerica Lending provides portfolio management for pooled vehicles and portfolio management for institutions. The firm advises 1 private fund.
AgAmerica Lending reports 2 clients. They include 1 pooled investment vehicle and 1 corporate or other business client. Of its assets, 81.1% ($985M across 1 account) are managed with discretion; $229M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 50% | 81% |
| Corporations and other businesses | 50% | 19% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 1 | $985M | 81.1% | $985M |
| Corporations and other businesses | Fewer than 5 | $229M | 18.9% | $229M |
| Total | 2 | $1.21B | 100% | — |
- Clients
- 1
- Regulatory AUM
- $985M
- AUM share
- 81.1%
- Avg. per client
- $985M
- Clients
- Fewer than 5
- Regulatory AUM
- $229M
- AUM share
- 18.9%
- Avg. per client
- $229M
Total
- Clients
- 2
- Regulatory AUM
- $1.21B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
AgAmerica Lending is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Agamerica Holding, LLC owns 75% or more of AgAmerica Lending and is in turn owned by CGB Enterprises Inc. (25–50%). Courtney Eelman is CEO; the leadership team includes Chief Financial Officer John Culbreth. It has 52 employees, 15 of them in advisory roles.
Leadership
- Courtney EelmanCo-Chief Executive Officer
- Daniel KashdinCo-Chief Executive Officer
- John CulbrethChief Compliance Officer/Chief Financial Officer
Staff
- 52 employees
- 15 in advisory functions
- Owns 75% or more of Agamerica Lending LLC
Agamerica Holding, LLC
Control person · since January 2017
- Owns 25% to 50% of Agamerica Holding, LLC
CGB Enterprises Inc.
Control person · since July 2026
- Owns 50% to 75% of CGB Enterprises Inc.
Zen-Noh America Holdings Corp.
Control person · since April 1993
- Owns 75% or more of Zen-Noh America Holdings Corp.
Zen-Noh Global Holdings Sa
Control person · since April 1993
- Owns 75% or more of Zen-Noh Global Holdings Sa
National Federation of Agricultural Cooperative Associations
Control person · since April 1993
- Owns 25% to 50% of CGB Enterprises Inc.
Itochu Corporation
Control person · since April 1993
AgAmerica Lending’s regulatory assets grew 1.6× from $740M (March 2021) to $1.21B (August 2026); clients were 2 in both filings and employees fell from 98 to 52.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $1.21B | 2 | 52 | 1 |
| March 2025 | $1.87B | 3 | 111 | 1 |
| March 2024 | $1.77B | 3 | 133 | 1 |
| March 2023 | $1.39B | 2 | 137 | 1 |
| March 2022 | $819M | 2 | 126 | 1 |
| March 2021 | $740M | 2 | 98 | 1 |
Besides its headquarters, AgAmerica Lending has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 4030 South Pipkin RD., LakelandHQ
Contact and registration details
- Legal name
- Agamerica Lending LLC
- Headquarters
- 4030 South Pipkin RD., Lakeland, FL 33811
- Website
- agamerica.com
- Phone
- 863-607-9500
- SEC file
- 801-112914
- Structure
- Florida LLC
- Fiscal year end
- December
AgAmerica Lending has custody of $985M in client assets for 1 client.
What the accounts hold
- Other100%
- Real estate and real estate loans100%
How many clients does AgAmerica Lending have?
AgAmerica Lending has 2 clients and manages $1.21 billion for them, as of August 2026. They include 1 pooled investment vehicle and 1 corporate or other business client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 August 2026
What services does AgAmerica Lending offer?
AgAmerica Lending provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does AgAmerica Lending have?
AgAmerica Lending has 0 investment adviser representatives registered with state securities authorities, out of 52 employees, and 15 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does AgAmerica Lending invest in?
At the end of its last fiscal year, AgAmerica Lending’s separately managed accounts held 100% other. The 100% other category is described as: Real Estate and Real Estate Loans. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns AgAmerica Lending?
AgAmerica Lending is owned through a chain of holding companies by Itochu Corporation and National Federation of Agricultural Cooperative Associations. Its direct owner is Agamerica Holding, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 August 2026
How does AgAmerica Lending get paid?
AgAmerica Lending is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact AgAmerica Lending?
AgAmerica Lending’s main office is at 4030 South Pipkin RD., Lakeland, FL 33811. Its phone number is 863-607-9500. Its website is agamerica.com.