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.
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 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.
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.
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.
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.