Us Agriculture, LLC (Indianapolis)

Name: Us Agriculture, LLC
Address: 10333 North Meridian Street, Indianapolis, IN, 46290 1081
Telephone: 317-678-0700

Us Agriculture, LLC is a large advisory firm based in Indianapolis. It manages $385.94 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Indiana.

Us Agriculture provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Us Agriculture: assets under management

The assets under management (AUM) of Us Agriculture, LLC is $385.94 million. The firm's AUM has grown by 19% since the beginning of its operation, and $35.08 million of the total AUM is attributable to clients outside of the United States.

The firm manages $163.89 million in discretionary accounts and $222.05 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $81.94 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $111.03 million.

Us Agriculture has custody of $325 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 98% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 2% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Us Agriculture, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Us Agriculture serves?

The firm provides services to high net worth individuals, pooled investment vehicles, and state or municipal government entities. The largest group of clients of Us Agriculture is state or municipal government entities with 2 clients and $267.8 million of assets under management. Among the 10 most similar advisory firms, Us Agriculture has the highest percentage of state or municipal government entities out of all clients.

The amount of regulatory assets under management is $385.94 million for 4 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 33% of the firm’s clients are foreign persons or businesses.

Us Agriculture also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Us Agriculture, LLC

The company employs 10 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Hageman Investments Llc	Member	1 Jun 2015	50% - 75%	36-4776086
Steve J (Mio) Hageman	Manager	1 Jun 2015	Other	6615344
Shane Steven Hageman	Manager	1 Jun 2015	Other	6615345
Thomas Karl Peck	Manager	1 Jun 2015	Other	6615346
Anatole (Nmn) Pevnev	Manager / managing director / chief compliance officer	1 Jun 2015	Other	2857646
Steve J Hageman	Manager	1 Jun 2015	Other	6615344
Anatole Pevnev	Manager / 0anaging director / chief compliance officer	1 Jun 2015	Other	2857646
Fred Howard Halderman	Manager / member	1 Apr 2016	50% - 75%	6179930
David Charles Martin	Manager / director - asset management	1 Apr 2016	Other	6179932
Adam Douglas Gore	Manager / director - portfolio management	1 Apr 2016	Other	6185161
Meredith Ann Devlin	General counsel / chief compliance officer	1 Feb 2019	Other	7070302

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Hageman Family Trust	Member	1 Nov 2012	75% - 100%	61-6463835
A Division Of Wilmington Savings Fund Society Fsb Christiana Trust	Trustee	1 Dec 2012	Other	22-2866913
Llc Hageman Family	Member	1 Nov 2013	50% - 75%	61-6463835

Based in Indianapolis

The principal office where Us Agriculture, LLC performs its advisory services is located at 10333 North Meridian Street, Indianapolis, IN 46290 1081, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-678-0700 or by fax 317-548-5353. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at us-agriculture.com and its LinkedIn profile.