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CRD 164866
LAKELAND, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| AGAMERICA LENDING FUND, LLC | Hedge Fund | $1.4B | Mar 28, 2024 | 226 | Jul 18, 2012 | reported | 021-229425 |
| AGAMERICA LAND FUND, LP | Private Equity Fund | $25.0M | Mar 28, 2024 | 31 | Mar 28, 2024 | reported | 021-478957 |
| BANKERS SOUTH HIGH YIELD FUND B, LLC | Other Private Fund | $2.7M | Mar 22, 2018 | 5 | Mar 31, 2015 | dropped | 021-229423 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| AGAMERICA HOLDING, LLC | MANAGING MEMBER | E | yes | 01/2017 | Mar 27, 2020 | Mar 28, 2024 |
| BRANDIE PHILPOT FAMILY TRUST | BENEFICIAL OWNER | D | yes | 04/2022 | Mar 28, 2024 | Mar 28, 2024 |
| BRIAN PHILPOT DYNASTY TRUST | BENEFICIAL OWNER | D | yes | 04/2022 | Mar 28, 2024 | Mar 28, 2024 |
| CULBRETH, JOHN, KEVIN | CHIEF COMPLIANCE OFFICER/CHIEF ACCOUNTING OFFICER | Na | yes | 06/2020 | Aug 5, 2020 | Mar 28, 2024 |
| EELMAN, COURTNEY, A | EVP, CHIEF STRATEGY AND RISK OFFICER | Na | yes | 07/2017 | Mar 22, 2018 | Mar 28, 2024 |
| GHOST MANAGEMENT LLC | MANAGING MEMBER | D | yes | 01/2017 | Mar 22, 2018 | Mar 28, 2024 |
| KASHDIN, DANIEL, A | EVP, CHIEF FINANCIAL OFFICER | Na | yes | 08/2018 | Mar 15, 2019 | Mar 28, 2024 |
| KATHLEEN WILKINS MILLER FAMILY TRUST | BENEFICIAL OWNER | D | yes | 04/2023 | Mar 28, 2024 | Mar 28, 2024 |
| LAND ONE PROPERTIES, INC. | MANAGING MEMBER | D | yes | 01/2017 | Mar 22, 2018 | Mar 28, 2024 |
| MCALPIN T. MILLER DYNASTY TRUST | BENEFICIAL OWNER | D | yes | 04/2023 | Mar 28, 2024 | Mar 28, 2024 |
| MILLER ENTERPRISES OF POLK COUNTY, LLC | Member | C | yes | 01/2017 | Mar 22, 2018 | Mar 28, 2024 |
| MILLER, KATHLEEN, WILKINS | Trustee | F | yes | 04/2023 | Mar 28, 2024 | Mar 28, 2024 |
| MILLER, MCALPIN, T | EVP, CHIEF REVENUE OFFICER | Na | yes | 01/2016 | Mar 22, 2018 | Mar 28, 2024 |
| MILLER, MCALPIN, T | Trustee | F | yes | 04/2023 | Mar 22, 2018 | Mar 28, 2024 |
| MILLER, MCALPIN, T | Trustee | F | yes | 04/2023 | Mar 22, 2018 | Mar 28, 2024 |
| PHILPOT, BRANDIE, H | Trustee | F | yes | 04/2022 | Mar 28, 2024 | Mar 28, 2024 |
| PHILPOT, BRIAN, GORDON | CHAIRMAN/CHIEF EXECUTIVE OFFICER | Na | yes | 01/2016 | Mar 22, 2018 | Mar 28, 2024 |
| PHILPOT, BRIAN, GORDON | Trustee | F | yes | 04/2022 | Mar 22, 2018 | Mar 28, 2024 |
| PHILPOT, BRIAN, GORDON | Trustee | F | yes | 04/2022 | Mar 22, 2018 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| AGAMERICA LAND FUND INVESTMENT MANAGER, LP | n/a | n/a | n/a | N | yes | n/a |
| AGAMERICA REALTY, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $1.4B | $1.1B | 62 | 18 | 0 | 2 | n/a |
| 2024 | Mar 27, 2025 | $1.9B | $1.6B | 111 | 21 | 0 | 2 | n/a |
| 2023 | Mar 28, 2024 | $1.8B | $1.5B | 133 | 22 | 0 | 2 | $1.5B |
| 2022 | Mar 21, 2023 | $1.4B | $1.1B | 137 | 19 | 0 | 1 | $1.1B |
| 2021 | Mar 31, 2022 | $819M | $759M | 126 | 14 | 0 | 1 | $759M |
| 2020 | Mar 31, 2021 | $740M | $706M | 98 | 12 | 0 | 1 | $706M |
| 2019 | Mar 27, 2020 | $567M | $567M | 75 | 12 | 0 | 1 | $567M |
| 2018 | Mar 15, 2019 | $339M | $339M | 53 | 9 | 0 | 1 | $339M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.2B | $1.9B | -35.2% | $1.4B | -4.5% | 52 | 111 | 0 | 0 |