AGAMERICA LENDING LLC
Firm details
- Headquarters
- LAKELAND, Florida
- CRD number
- 164866
- Registered since
- April 23, 2018
- Website
- agamerica.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
3 of 3DANIEL KASHDIN
EVP & Chief Financial OfficerCRD 5192780
BRIAN PHILPOT
President, CEO, Principal OwnerCRD 6098006
COURTNEY EELMAN
EVP, Chief Strategy OfficerCRD 6924152
Contacts
1 of 1JOHN CULBRETH
SVPCRD 7278314
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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