{
  "crd_number": 164866,
  "slug": "agamerica-lending-llc-lakeland-fl-164866",
  "primary_business_name": "AGAMERICA LENDING LLC",
  "legal_name": "AGAMERICA LENDING LLC",
  "dbas": [],
  "city": "Lakeland",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "29460",
  "metro": {
    "cbsa_code": "29460",
    "common_name": "Lakeland",
    "msa_name": "Lakeland-Winter Haven, FL",
    "path": "/advisors/fl/lakeland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-04-23",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-08-10",
  "carried_forward": false,
  "raum_total": 1214000000.0,
  "raum_discretionary": 985000000.0,
  "raum_non_discretionary": 229000000.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 52,
  "advisory_employees": 15,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 985000000.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 229000000.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://agamerica.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164866",
  "city_as_filed": "LAKELAND",
  "url": "https://advisorcensus.com/firm/agamerica-lending-llc-lakeland-fl-164866",
  "display_name": "Agamerica Lending LLC",
  "summary": "Agamerica Lending LLC is an SEC-registered investment advisory firm in Lakeland, FL, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 10, 2026.",
  "citation": "AdvisorCensus. Agamerica Lending LLC (CRD 164866): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Agamerica Lending LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Agamerica Lending LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Agamerica Lending LLC located?",
      "a": "Agamerica Lending LLC's principal office is in Lakeland, FL, according to its Form ADV."
    },
    {
      "q": "Is Agamerica Lending LLC registered with the SEC or a state?",
      "a": "Agamerica Lending LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 164866."
    },
    {
      "q": "How much does Agamerica Lending LLC manage?",
      "a": "Agamerica Lending LLC reports $1,214,000,000 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (81% discretionary)."
    },
    {
      "q": "How have Agamerica Lending LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Agamerica Lending LLC: Regulatory assets under management: $740,000,000 in the October 2021 data and $1,214,000,000 in the October 2026 data, up 64%. Total employees: 98 in October 2021 and 52 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Agamerica Lending LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1); corporations or other businesses not listed above (1)."
    },
    {
      "q": "Does Agamerica Lending LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164866"
    },
    {
      "q": "What changed in Agamerica Lending LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Employees performing advisory functions went from 18 to 15. Regulatory assets under management went from $1,373,000,000 to $1,214,000,000 (-12%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 740000000.0,
      "total_employees": 98,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 819000000.0,
      "total_employees": 126,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1392000000.0,
      "total_employees": 137,
      "filing_date": "2023-03-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1772000000.0,
      "total_employees": 133,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1874000000.0,
      "total_employees": 111,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1214000000.0,
      "total_employees": 52,
      "filing_date": "2026-08-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Employees performing advisory functions went from 18 to 15.",
        "Regulatory assets under management went from $1,373,000,000 to $1,214,000,000 (-12%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 21 to 18.",
        "Regulatory assets under management went from $1,874,000,000 to $1,373,000,000 (-27%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/agamerica-lending-llc-lakeland-fl-164866.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 985000000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 229000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164866",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}