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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

COZAD WESTCHESTER AGRICULTURAL ASSET MANAGEMENT PARTNERSHIP

CRD 107800

CHAMPAIGN, IL

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Search this name across graphsid dfx:ria:c3d6a758-66d2-7f5b-0a5a-97206a5d60f2

Data as of Mar 16, 2016 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
On other graphs: 1
Observed: Mar 19, 2012 to Mar 16, 2016
9 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Cozad Westchester Agricultural Asset Management Partnership

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $50.0MItem 5.F on the latest filing (2016-03-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $50.0M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 0
Advisory employees: 0
Accounts: 1
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $50.0Mgross asset value as reported per fund; never fund size
Custody, client assets: $294,092
SEC number: 801-54871
CRD: 107800
Filings on the tape: 9
First filed: Mar 19, 2012
Latest filed: Mar 16, 2016
Organised: Partnership, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
PREMIERE PARTNERS IV, LP	Real Estate Fund	$160M	Jun 30, 2014	2	Mar 19, 2012	dropped	n/a
PREMIERE PARTNERS V LIMITED PARTNERSHIP	Real Estate Fund	$50.0M	Mar 16, 2016	2	Mar 19, 2012	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COZAD ASSET MANAGEMENT INC	GENERAL PARTNER	D	yes	08/1997	Mar 19, 2012	Mar 16, 2016
COZAD, GREGORY, DALE	OFFICER AND SHAREHOLDER OF GENERAL PARTNER, COZAD ASSET MANAGEMENT, INC.	Na	yes	09/2004	Mar 30, 2015	Mar 16, 2016
GLOBAL AGRICULTURAL PARTNERS, INC.	GENERAL PARTNER	D	yes	08/1997	Mar 19, 2012	Mar 16, 2016
MEACHAM, STUART, THOMAS	CHIEF COMPLIANCE OFFICER	Na	yes	09/2004	Mar 19, 2012	Mar 16, 2016
POPE, RANDALL, E.	Ceo	D	yes	09/2010	Mar 19, 2012	Mar 16, 2016
SHAPLAND, GEORGE, T	Shareholder	C	yes	02/1988	Mar 19, 2012	Mar 16, 2016
WISE, MURRAY, RUSSELL	SHAREHOLDER AND OFFICER	C	yes	08/1980	Mar 19, 2012	Mar 16, 2016

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
COZAD ASSET MANAGEMENT INC	n/a	Independent wealth	$2.6B	Y	yes	n/a
MANAGED TAX SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Champaign	IL	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Offices	Private funds	Fund GAV
2015	Mar 16, 2016	$50.0M	$50.0M	0	n/a	1	$50.0M
2014	Mar 30, 2015	$50.7M	$50.7M	0	n/a	1	$50.7M
2013	Mar 18, 2014	$0	$0	0	n/a	2	$208M
2012	Mar 4, 2013	$0	$0	0	n/a	2	$183M
2011	Mar 19, 2012	$0	$0	n/a	n/a	2	$151M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2015	$50.0M	$50.7M	-1.3%	$0	n/a	0	0	n/a	n/a

Relationships

Affiliated with (1)

→ COZAD ASSET MANAGEMENT INCRegistered adviserother investment adviser, pooled vehicle sponsor, control, common control
factForm ADV

Advises (2)

→ PREMIERE PARTNERS V LIMITED PARTNERSHIPPrivate fundReal Estate Fund, IA
Mar 19, 2012 to presentfactForm ADV
→ PREMIERE PARTNERS IV, LPPrivate fundReal Estate Fund, IA, no longer reported
Mar 19, 2012 to Jun 30, 2014factForm ADV

Controls (7)

← COZAD, GREGORY, DALEOwnerOFFICER AND SHAREHOLDER OF GENERAL PARTNER, COZAD ASSET MANAGEMENT, INC., ownership code NA, individual
Mar 30, 2015 to presentfactForm ADV
← COZAD ASSET MANAGEMENT INCOwnerGENERAL PARTNER, ownership code D, domestic entity
Mar 19, 2012 to presentfactForm ADV
← MEACHAM, STUART, THOMASOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 19, 2012 to presentfactForm ADV
← WISE, MURRAY, RUSSELLOwnerSHAREHOLDER AND OFFICER, ownership code C, individual
Mar 19, 2012 to presentfactForm ADV
← SHAPLAND, GEORGE, TOwnerSHAREHOLDER, ownership code C, individual
Mar 19, 2012 to presentfactForm ADV
← POPE, RANDALL, E.OwnerCEO, ownership code D, individual
Mar 19, 2012 to presentfactForm ADV
← GLOBAL AGRICULTURAL PARTNERS, INC.OwnerGENERAL PARTNER, ownership code D, domestic entity
Mar 19, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c3d6a758-66d2-7f5b-0a5a-97206a5d60f2
First observed: Mar 19, 2012
Last observed: Mar 16, 2016 128 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COZAD WESTCHESTER AGRICULTURAL ASSET MANAGEMENT PARTNERSHIP

CRD 107800

CHAMPAIGN, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c3d6a758-66d2-7f5b-0a5a-97206a5d60f2

Data as of Mar 16, 2016 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:15 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PREMIERE PARTNERS IV, LP

Real Estate Fund

$160M

Jun 30, 2014

Mar 19, 2012

dropped

n/a

PREMIERE PARTNERS V LIMITED PARTNERSHIP

Real Estate Fund

$50.0M

Mar 16, 2016

Mar 19, 2012

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COZAD ASSET MANAGEMENT INC

GENERAL PARTNER

yes

08/1997

Mar 19, 2012

Mar 16, 2016

COZAD, GREGORY, DALE

OFFICER AND SHAREHOLDER OF GENERAL PARTNER, COZAD ASSET MANAGEMENT, INC.

yes

09/2004

Mar 30, 2015

Mar 16, 2016

GLOBAL AGRICULTURAL PARTNERS, INC.

GENERAL PARTNER

yes

08/1997

Mar 19, 2012

Mar 16, 2016

MEACHAM, STUART, THOMAS

CHIEF COMPLIANCE OFFICER

yes

09/2004

Mar 19, 2012

Mar 16, 2016

POPE, RANDALL, E.

Ceo

yes

09/2010

Mar 19, 2012

Mar 16, 2016

SHAPLAND, GEORGE, T

Shareholder

yes

02/1988

Mar 19, 2012

Mar 16, 2016

WISE, MURRAY, RUSSELL

SHAREHOLDER AND OFFICER

yes

08/1980

Mar 19, 2012

Mar 16, 2016

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

COZAD ASSET MANAGEMENT INC

n/a

Independent wealth

$2.6B

yes

n/a

MANAGED TAX SERVICES, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Champaign

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2015

Mar 16, 2016

$50.0M

n/a

$50.0M

2014

Mar 30, 2015

$50.7M

n/a

$50.7M

2013

Mar 18, 2014

n/a

$208M

2012

Mar 4, 2013

n/a

$183M

2011

Mar 19, 2012

n/a

$151M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2015

$50.0M

$50.7M

-1.3%

n/a