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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 19 18.75%
of those in investment advisory functions 11 37.50%
Registration SEC, Approved, 1/13/2011
AUM* 897,019,520 -29.72%
of that, discretionary 844,698,358 -29.97%
Private Fund GAV* 897,019,521 -29.72%
Avg Account Size 42,715,215 -29.72%
SMA’s No
Private Funds 21
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

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

Compensation Arrangments

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

Recent News

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 807M 538M 269M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count21 GAV$897,019,521

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Brochure Summary

Overview

AMERRA serves as an investment manager to private investment partnerships, separately managed accounts and other investment vehicles organized to invest in and acquire, originate, structure and distribute corporate debt, loans and other financial instruments related to companies in the food and agribusiness sectors located in the Americas. AMERRA serves as the investment manager to (i) AMERRA Agri Fund, L.P., a Delaware limited partnership, which launched in July 2009, AMERRA Agri Fund II, L.P., a Delaware limited partnership, which launched in May 2012, and AMERRA Agri Fund III, L.P., a Delaware limited partnership, which launched in July 2015 (collectively, the “Domestic Funds”), (ii) AMERRA Agri Offshore Fund, L.P., which launched in May 2010, AMERRA Agri Offshore Fund II, L.P. which launched in January 2013, and AMERRA Agri Offshore Fund III, L.P., which launched in April 2016 (collectively, the “Offshore Funds”), and (iii) AMERRA Agri PE Fund, L.P., a Delaware limited partnership, which launched in September 2016 (the “Private Equity Fund”). The Domestic Funds, the Offshore Funds, and the Private Equity Fund are collectively referred to herein as the “Partnerships.” Affiliates of AMERRA serve as the general partners to the Partnerships (collectively, the “General Partner”). We refer to the Partnerships, the separately
managed accounts and other investment vehicles as “Clients” in this brochure. In providing services to each Client, AMERRA manages the accounts in accordance with the specified investment objective of each Client, directs and manages the investment and reinvestment of each Client’s assets, and provides periodic reports to investors in each Client. For each Partnership, investment advice is provided directly to the Partnership and not individually to the limited partners of the Partnership. AMERRA manages the assets of each Partnership in accordance with the terms of the governing documents applicable to each Partnership. AMERRA also provides investment management services to institutional and other investors through separately managed accounts and other investment vehicles. Separate account and other investment vehicle management is continuously provided for these investors based on agreed upon investment objectives. A limited liability company formed under the laws of the state of Delaware in January 2009, AMERRA is primarily owned by Craig Tashjian, Nancy Obler, M.D. Sass-Macquarie Financial Strategies, L.P. and the Macquarie Group Limited. As of December 31, 2023, AMERRA managed regulatory assets under management of $844,698,358 on a discretionary basis and $52,321,162 on a non-discretionary basis.