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| Agamerica Lending LLC
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|---|---|
| CRD # | 164866 |
| SEC # | 801-112914 |
| CIK # | |
| AUM | $1.4 BB (2023-03-21) |
| Employees | 137 (14% Investors, 0% Brokers) |
| Phone | 863-607-9500 |
| Address | 4030 South Pipkin Rd Lakeland, FL 33811 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Bankers South High Yield Fund B LLC | [2015-03-31] | 2.8 | 2.7 |
| HF | Agamerica Lending Fund LLC | [2012-07-18] | 27.6 | 1,082.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 1,082.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 310.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 1,392.0 |
| By Discretionary | ||
| Discretionary | 1 | 1,082.0 |
| Non-Discretionary | 1 | 310.0 |
| Total | 2 | 1,392.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,392.0 | |
| Total | 2 | 1,392.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Brian Philpot | 6 | ||
| Robert Harper IV | 6 | ||
| McAlpin Miller | 2 | ||
| Bryce Philpot | 2 | ||
| David Rancourt | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hammes Realty Advisors LLC
✚
|
WI | 1.5 |
|
Commonwealth Asset Management LP
✚
|
CA | 1.5 |
|
Mack Real Estate Credit Strategies LP
✚
|
NY | 1.5 |
|
Origami Capital Partners LLC
✚
|
IL | 1.3 |
|
RCG Longview Management LLC
✚
|
NY | 1.2 |
|
Solomon Hess SBA Management LLC
✚
|
VA | 1.2 |
|
Argentic Investment Management LLC
✚
|
NY | 1.1 |
|
Eightfold Real Estate Capital LP
✚
|
FL | 1.1 |
|
Colchis Capital Management LP
✚
|
CA | 1.1 |
|
Ram Realty Advisors LLC
✚
|
FL | 1.0 |