Agamerica Lending LLC

RIASEC RegisteredEst. 2018
Total AUM
$1.2B
Discretionary
$985M
81% of AUM
Avg account
$607M
Accounts
2
Employees
52
Advisory reps
3

Firm details

Headquarters
Lakeland, Florida
CRD number
164866
Registered since
April 23, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles81.14%
  • Corporations / Businesses18.86%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Agamerica Lending LLC is a limited liability company operating as a hedge-fund–classified adviser that primarily serves institutional clients. The firm has been SEC-registered since 2018 and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. It is also identified as an other financial product salesperson and is active in sponsor and GP roles for pooled vehicles, including acting as a real estate broker/sponsor and managing member. The firm’s fees combine a percentage-of-assets structure with performance-based fees. Agamerica is not identified as an active ESG investor and does not report multi-state adviser status.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • Courtney Eelman

    Courtney Eelman

    EVP, Chief Strategy OfficerCRD 6924152

  • Daniel Kashdin

    Daniel Kashdin

    EVP & Chief Financial OfficerCRD 5192780

Contacts

1 of 1
  • John Culbreth

    John Culbreth

    SVPCRD 7278314

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Lakeland, FL

Polk

Location

Lakeland, FL

Headquartered in Lakeland, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Polk
Address
4030 S Pipkin Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth