{"url":"https://nivawealth.com/firms/agamerica-lending-164866","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/164866","regulatoryAum":1214000000,"crd":"164866","history":[{"filedOn":"2021-03-31","regulatoryAum":740000000,"clients":2,"employees":98,"offices":1},{"filedOn":"2022-03-31","regulatoryAum":819000000,"clients":2,"employees":126,"offices":1},{"filedOn":"2023-03-21","regulatoryAum":1392000000,"clients":2,"employees":137,"offices":1},{"filedOn":"2024-03-28","regulatoryAum":1772000000,"clients":3,"employees":133,"offices":1},{"filedOn":"2025-03-27","regulatoryAum":1874000000,"clients":3,"employees":111,"offices":1},{"filedOn":"2026-08-10","regulatoryAum":1214000000,"clients":2,"employees":52,"offices":1}],"secFileNumber":"801-112914","legalName":"Agamerica Lending LLC","displayName":"AgAmerica Lending","slug":"agamerica-lending-164866","website":"https://agamerica.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/164866/e3a455cbc33b4a7d-r1.webp","tone":"light","width":883,"height":200,"sourceUrl":"https://agamerica.com/","sourceLabel":"Agamerica Lending LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4030 South Pipkin RD.","city":"Lakeland","state":"FL","stateName":"Florida","country":"United States","postalCode":"33811"},"tradeNames":[],"registration":{"secApproved":"23 April 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":52,"advisory":15,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1214000000,"discretionary":985000000,"discretionaryAccounts":1,"nonDiscretionary":229000000,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":985000000},{"label":"Corporations and other businesses","clients":1,"fewerThan5":true,"regulatoryAum":229000000}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"AgAmerica Lending has custody of $985M in client assets for 1 client.","otherCustodians":[],"leadership":[{"name":"Courtney Eelman","title":"Co-Chief Executive Officer","crd":"6924152"},{"name":"Daniel Kashdin","title":"Co-Chief Executive Officer","crd":"5192780"},{"name":"John Culbreth","title":"Chief Compliance Officer/Chief Financial Officer","crd":"7278314"}],"ownership":[{"label":"Agamerica Holding, LLC","detail":"Managing member in the 75% or more ownership band and a control person, since January 2017."},{"label":"CGB Enterprises Inc.","detail":"Indirect owner: a member - class a units of Agamerica Holding, LLC in the 25% to 50% band and a control person, since July 2026.","parent":"Agamerica Holding, LLC"},{"label":"Zen-Noh America Holdings Corp.","detail":"Indirect owner: a shareholder of CGB Enterprises Inc. in the 50% to 75% band and a control person, since April 1993.","parent":"CGB Enterprises Inc."},{"label":"Itochu Corporation","detail":"Indirect owner: a shareholder of CGB Enterprises Inc. in the 25% to 50% band and a control person, since April 1993.","parent":"CGB Enterprises Inc."},{"label":"Zen-Noh Global Holdings Sa","detail":"Indirect owner: a shareholder of Zen-Noh America Holdings Corp. in the 75% or more band and a control person, since April 1993.","parent":"Zen-Noh America Holdings Corp."},{"label":"National Federation of Agricultural Cooperative Associations","detail":"Indirect owner: a shareholder of Zen-Noh Global Holdings Sa in the 75% or more band and a control person, since April 1993.","parent":"Zen-Noh Global Holdings Sa"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"4030 South Pipkin RD.","city":"Lakeland","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"863-607-9500","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Other","percent":100,"detail":"Real Estate and Real Estate Loans"}],"privateFunds":1},"sources":{"adv1FilingDate":"10 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/164866/PDF/164866.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does AgAmerica Lending have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does AgAmerica Lending offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does AgAmerica Lending have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does AgAmerica Lending invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns AgAmerica Lending?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does AgAmerica Lending get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact AgAmerica Lending?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 10 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}