US AGRICULTURE

RIASEC RegisteredEst. 2016
Total AUM
$759M
Discretionary
$676M
89% of AUM
Avg account
$190M
Accounts
4
Employees
14
Advisory reps
7

Firm details

Headquarters
CARMEL, Indiana
CRD number
282576
Registered since
March 17, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • State / Municipal Government54.99%
  • Pooled Investment Vehicles34.1%
  • Other Investment Advisers10.91%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

US Agriculture is an LLC formed as a real estate-focused investment adviser and fund sponsor that registered with the SEC in 2016. The firm targets institutional clients and concentrates on pooled investment vehicles and institutional/business mandates rather than retail accounts. It serves as a sponsor/GP and managing member for its pooled vehicles and is active as a real estate broker and sponsor, indicating hands-on involvement in deal origination and asset management. Compensation is a combination of an asset-based fee and performance-linked fees. The adviser does not position itself as an ESG-focused manager and is not registered as a multi-state adviser.

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 99%, Cash & Cash Equivalents 1%99%
  • Other99%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • SHOKRINA BEERING

    General Counsel and Chief Compliance OfficerCRD 7869095

  • BENJAMIN CROCKETT

    Chief Operating OfficerCRD 8058454

Contacts

3 of 5
  • DAVID MARTIN

    Managing DirectorCRD 6179932

  • STEVE HAGEMAN

    Chairman of the BoardCRD 6615344

  • FRED HALDERMAN

    Founding MemberCRD 6179930

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CARMEL, IN

HAMILTON

Location

CARMEL, IN

Headquartered in CARMEL, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
HAMILTON
Address
12821 E New Market St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth