9AT: US AGRICULTURE

other names

US AGRICULTURE
US AGRICULTURE, LLC

Adviser Profile

As of Date	03/24/2025
ADV Location	CARMEL, IN, United States
Adviser Type - Large advisory firm
Number of Employees	13
of those in investment advisory functions	5
Registration	SEC, Approved, 03/17/2016

AUM^*	749,981,583 16%
of that, discretionary	671,803,126 285%
Private Fund GAV^*	251,175,505 35%
Avg Account Size	187,495,396 45%
SMA’s	Yes
Private Funds	1
Contact Info	317 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- State or municipal government entities
- Other investment advisers

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypeReal Estate Fund	Count1	GAV$251,175,505

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser BRIDGEINVEST LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund786.5m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV786.5m	AUM786.5m	#Funds6
Adviser TC LATIN AMERICA PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund474.5m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV474.5m	AUM614.7m	#Funds9
Adviser TRUE NORTH MANAGEMENT GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund549.4m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund30.0m	Total Private Fund GAV579.4m	AUM549.4m	#Funds5
Adviser CLOUD CAPITAL ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund1.9b	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.9b	AUM2.0b	#Funds11
Adviser BRIDGE33 INVESTMENT MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund1.0b	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.0b	AUM970.2m	#Funds6
Adviser STERLING BAY CAPITAL ADVISERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund200.0m	Real Estate Fund382.9m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV582.9m	AUM382.9m	#Funds13
Adviser KABR MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund10.5m	Real Estate Fund574.4m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV584.9m	AUM574.4m	#Funds10
Adviser GREENLAKE ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund9.4m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV9.4m	AUM980.4m	#Funds1
Adviser TRINITY FUND ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund597.9m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV597.9m	AUM723.1m	#Funds7
Adviser ALIDADE CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund551.3m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV551.3m	AUM551.3m	#Funds2

Brochure Summary

Overview

USAG is an investment advisor with its principal place of business located in Carmel, Indiana. We have been in business since 2015, with Hageman Investments, LLC and Fred Howard Halderman as the owners of the firm.
We provide discretionary and non-discretionary advice to separately managed accounts (the "Managed Accounts") with respect to certain investments in agriculture and farmland. USAG develops custom investment programs for each Managed Account and has the ongoing responsibility to make recommendations based upon the specific needs of each Managed Account. These services are provided to each Managed Account in accordance with a written investment management agreement. Managed Accounts also have the ability to impose reasonable investment restrictions regarding the management of their accounts.
Managed Accounts are specifically designed to provide exposure to real estate

and farmland investments. These accounts are intended to be a part of larger diversified investment strategy and not a single holistic investment account.
Beginning in 2017, USAG began to provide advisory services to an open-end investment vehicle, US Core Farmland Fund LP (the "Fund" and together with the Managed Accounts, the "Clients"). The Fund seeks to offer long-term, diversified investments in annual row-crop farmland throughout the US. The Fund is focused on acquiring annual row-crop farmland and leasing that land to farmers through passive lease structures.
In the future, we may offer agriculture related investment strategies through additional open-end and closed-end investment funds.
As of 12/31/2022, USAG manages regulatory assets under management of $174,499,092 on a discretionary basis and $473,403,106 on a non-discretionary basis for its Clients.

US AGRICULTURE

Adviser Profile

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Private Funds

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Brochure Summary

Overview