AGAMERICA LENDING LLC

RIASEC RegisteredEst. 2018
Total AUM
$1.4B
Discretionary
$1.1B
83% of AUM
Avg account
$458M
Accounts
3
Employees
62
Advisory reps
4

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 Vehicles83.32%
  • Corporations / Businesses16.68%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Agamerica Lending LLC is an SEC-registered investment adviser organized as a limited liability company and focused on institutional mandates delivered through pooled vehicles and customized portfolio management for businesses and institutions. The firm is structured as a multifaceted fund manager, overseeing both hedge fund and private equity strategies while also acting as a sponsor and general partner on real estate-related pooled investments. Its commercial model combines a percentage-of-assets fee with performance-based compensation, indicating an emphasis on incentive alignment for active managers. Advisory activity centers on portfolio management for pooled investment vehicles and for business or institutional accounts rather than retail wealth management. Agamerica Lending LLC is not positioned as an ESG-driven investor and does not operate as a multi-state adviser. Its business activities include other financial product distribution and real estate sponsor/broker roles, signaling an operational emphasis on originating, structuring and managing real estate-oriented investment products.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

3 of 3
  • DANIEL KASHDIN

    EVP & Chief Financial OfficerCRD 5192780

  • BRIAN PHILPOT

    President, CEO, Principal OwnerCRD 6098006

  • COURTNEY EELMAN

    EVP, Chief Strategy OfficerCRD 6924152

Contacts

1 of 1
  • JOHN CULBRETH

    SVPCRD 7278314

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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