DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

US Agriculture

Other adviserCarmel, IndianaCRD 282576SEC 801-107401websiteIAPD
Legal name US Agriculture, LLC
Latest filing Mar 12, 2026
First filing on the tape Mar 2, 2016 · 26 filings
SEC status approved since Mar 17, 2016
RAUM
$759M
reported, Item 5.F
Discretionary
89%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
14
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$759M as of Mar 12, 2026
Mar 29, 2017$236M then
HNW client RAUM$35.6M as of Mar 29, 2022
Mar 30, 2018$35.1M then
State-registered IARs (5.B.3)0 as of Mar 12, 2026
Mar 29, 20172 then
Employees (5.A)14 as of Mar 12, 2026
Mar 29, 20178 then
Private funds1 as of Mar 12, 2026
Mar 30, 20181 then
RAUM +1.2% over the last fiscal year+5.4% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 12, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$190MderivedRAUM over accounts (5.F.2.f)
Discretionary
89%derivedof RAUM
Institutional
55%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+1.2%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Custody
$9.0M, 1 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • State and municipal entities$417M55%
  • Pooled investment vehicles$259M34%
  • Other investment advisers$82.8M11%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
4reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$9.0M for 1 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=0.45 institutional_share=0.55 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Private funds
      1 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      US Core Farmland Fund LPReal Estate Fund$186M22Mar 30, 2018
      Owners and control persons
      Schedule A and B, latest filing
      • Radpour Shokrina Beering · General Counsel / Chief Compliance Officercontrol
        since 01/2024 · owns less than 5%
      • J (Mio) Steve Hageman · Managercontrol
        since 06/2015 · owns less than 5%
      • Howard Fred Halderman · Manager / Membercontrol
        since 04/2016 · owns 50% to 75%
      • Spencer Clint Leman · Director - Portfolio Managementcontrol
        since 11/2019 · owns less than 5%
      • Charles David Martin · Manager / Managing Directorcontrol
        since 08/2023 · owns less than 5%
      • Karl Thomas Peck · Managercontrol
        since 06/2015 · owns less than 5%
      • Dirk Hinnerk Wolters · Managercontrol
        since 08/2023 · owns less than 5%
      Entity owners
      • Hageman Investments LLC · Member
        direct · owns 50% to 75%
      • Christiana Trust, A Division Of Wilmington Savings Fund Society, Fsb · Trustee
        indirect · owns F of Hageman Family Trust
      • Hageman Family Trust · Member
        indirect · owns 75% or more of Hageman Family, LLC
      • Hageman Family, LLC · Member
        indirect · owns 50% to 75% of Hageman Investments LLC
      Related persons
      Schedule D 7.A
      • Halderman Real Estate Services, Inc.
        investment companyn
      • US Core Farmland Fund Gp LLC
        pooled vehicle sponsory
      Advisers that list US Agriculture as a related person
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Assets in custody · $194M to $9.0M
        Mar 24, 2025 to Mar 12, 2026
      • Employees · 13 to 14
        Mar 24, 2025 to Mar 12, 2026
      • Discretionary RAUM · $672M to $676M
        Mar 24, 2025 to Mar 12, 2026
      • Non-discretionary RAUM · $78.2M to $82.8M
        Mar 24, 2025 to Mar 12, 2026
      • Pooled vehicle RAUM · $251M to $259M
        Mar 24, 2025 to Mar 12, 2026
      • RAUM · $750M to $759M
        Mar 24, 2025 to Mar 12, 2026
      • Accounts · 5 to 4
        Feb 13, 2024 to Mar 24, 2025
      • Corporate clients · 1.0 to unset
        Feb 13, 2024 to Mar 24, 2025
      • Assets in custody · $16.2M to $194M
        Feb 13, 2024 to Mar 24, 2025
      • Financial planning clients · unset to
        Feb 13, 2024 to Mar 24, 2025
      • Discretionary RAUM · $606M to $672M
        Feb 13, 2024 to Mar 24, 2025
      • Non-discretionary RAUM · $108M to $78.2M
        Feb 13, 2024 to Mar 24, 2025
      • Pooled vehicle RAUM · $186M to $251M
        Feb 13, 2024 to Mar 24, 2025
      • RAUM · $713M to $750M
        Feb 13, 2024 to Mar 24, 2025
      • Assets in custody · $172M to $16.2M
        Sep 28, 2023 to Feb 13, 2024
      • Discretionary RAUM · $174M to $606M
        Sep 28, 2023 to Feb 13, 2024
      • Non-discretionary RAUM · $473M to $108M
        Sep 28, 2023 to Feb 13, 2024
      • Pooled vehicle RAUM · $174M to $186M
        Sep 28, 2023 to Feb 13, 2024
      • RAUM · $648M to $713M
        Sep 28, 2023 to Feb 13, 2024
      • Assets in custody · $438M to $172M
        Dec 2, 2022 to Mar 28, 2023
      • Discretionary RAUM · $120M to $174M
        Dec 2, 2022 to Mar 28, 2023
      • Non-discretionary RAUM · $504M to $473M
        Dec 2, 2022 to Mar 28, 2023
      • Pooled vehicle RAUM · $120M to $174M
        Dec 2, 2022 to Mar 28, 2023
      • RAUM · $623M to $648M
        Dec 2, 2022 to Mar 28, 2023
      • Corporate clients · unset to 1.0
        Aug 12, 2022 to Dec 2, 2022
      • HNW clients · 1.0 to unset
        Aug 12, 2022 to Dec 2, 2022
      • HNW RAUM · 35608415.0 to unset
        Aug 12, 2022 to Dec 2, 2022
      • Accounts · 4 to 5
        Nov 20, 2021 to Mar 29, 2022
      • Advisory employees · 4 to 5
        Nov 20, 2021 to Mar 29, 2022
      • Assets in custody · $360M to $438M
        Nov 20, 2021 to Mar 29, 2022
      • Employees · 10 to 13
        Nov 20, 2021 to Mar 29, 2022
      • State-registered IARs · 1 to 0
        Nov 20, 2021 to Mar 29, 2022
      • Discretionary RAUM · $85.1M to $120M
        Nov 20, 2021 to Mar 29, 2022
      • HNW RAUM · $35.2M to $35.6M
        Nov 20, 2021 to Mar 29, 2022
      • Non-discretionary RAUM · $318M to $504M
        Nov 20, 2021 to Mar 29, 2022
      • Pooled vehicle RAUM · $85.1M to $120M
        Nov 20, 2021 to Mar 29, 2022
      • RAUM · $403M to $623M
        Nov 20, 2021 to Mar 29, 2022
      • Advisory employees · 6 to 4
        Nov 23, 2020 to Mar 31, 2021
      • HNW clients · unset to 1.0
        Nov 23, 2020 to Mar 31, 2021
      • Assets in custody · $349M to $360M
        Nov 23, 2020 to Mar 31, 2021
      Signals
      12 dated events
      • Radpour Shokrina Beering (General Counsel / Chief Compliance Officer) appeared on Schedule A of Us Agriculture
        Feb 13, 2024 · Control person joined · fact
      • Alan Jay Weddle (Chief Compliance Officer And General Counsel) no longer on Schedule A of Us Agriculture (listed 2023-03-28, absent 2023-09-28)
        Sep 28, 2023 · Control person left · inference
      • Steven Shane Hageman (Manager) no longer on Schedule A of Us Agriculture (listed 2023-03-28, absent 2023-09-28)
        Sep 28, 2023 · Control person left · inference
      • Hinnerk Wolters (Manager) appeared on Schedule A of Us Agriculture
        Sep 28, 2023 · Control person joined · fact
      • Alan Jay Weddle (Chief Compliance Officer And General Counsel) appeared on Schedule A of Us Agriculture
        Aug 12, 2022 · Control person joined · fact
      • Us Agriculture reported RAUM $623.2M, up 55% from $403.0M (2021-11-20 to 2022-03-29)
        Mar 29, 2022 · RAUM change · derived
      • Ann Meredith Devlin (General Counsel / Chief Compliance Officer) no longer on Schedule A of Us Agriculture (listed 2021-03-31, absent 2021-11-20)
        Nov 20, 2021 · Control person left · inference
      • (Nmn) Anatole Pevnev (Manager / Director Of Industry Relations & Research) no longer on Schedule A of Us Agriculture (listed 2020-11-23, absent 2021-03-31)
        Mar 31, 2021 · Control person left · inference
      • S. Clint Leman (Director - Portfolio Management) appeared on Schedule A of Us Agriculture
        Mar 30, 2020 · Control person joined · fact
      • Douglas Adam Gore (Manager / Director - Portfolio Management) no longer on Schedule A of Us Agriculture (listed 2018-09-10, absent 2019-03-01)
        Mar 1, 2019 · Control person left · inference
      • Ann Meredith Devlin (General Counsel / Chief Compliance Officer) appeared on Schedule A of Us Agriculture
        Mar 1, 2019 · Control person joined · fact
      • Us Agriculture filed its initial SEC registration (Form ADV)
        Mar 2, 2016 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/us-agriculturereportedpublic record, Form ADV, Sep 17, 2026
      Website
      US-AGRICULTURE.COMreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      317-678-0700reportedpublic record, Form ADV, Mar 12, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Other adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026
      Across the graphs

      US Agriculture is the same institution as 1 record in Real Estate Funds.

      Real Estate Funds1

      Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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