SourcingSourcing

US AGRICULTURE, LLC

C34
CRD 282576·SEC 801-107401·CARMEL, IN
AUM
$759.1M
$500M-$1B
Est. Revenue
$7.6M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
US AGRICULTURE, LLC
CRD
282576
SEC file #
801-107401
EIN
822599616
DBA names
Us Agriculture

Economics

AUM
$759.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$385.9M → $759.1M▲ +97%
Client mix
State Or Municipal Govt2
Pooled Investment Vehicles1
Other Investment Advisers1

Operations

Employees (total)
14
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
6 advisors → 5 advisors▼ -17%
Primary office
CARMEL IN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
linkedin.com/company/us-agriculture(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HAGEMAN INVESTMENTS LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
HAGEMAN INVESTMENTS LLC
HALDERMAN, FRED, HOWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001718474
Edgar Registered
Yes
Edgar Filing Count
8
Edgar First Filing Date
2017-10-04
Edgar Last Filing Date
2026-02-27
Edgar Form D Count
8
Edgar Form D Offerings
2026-02-272026-02-27 · 0001718474-26-000003
2025-02-282025-02-28 · 0001718474-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
12821 E. NEW MARKET ST., SUITE 200CARMEL, IN
Business
12821 E. NEW MARKET ST., SUITE 200CARMEL, IN
Edgar EIN
822599616
Edgar Recent Filings
D/A2026-02-27 · 0001718474-26-000003
D/A2025-02-28 · 0001718474-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (7)

7
HALDERMAN, FRED, HOWARD
Direct Owner · 62.5%
6179930
BEERING, SHOKRINA, RADPOUR
Executive Officer · 2.5%
7869095
CROCKETT, BENJAMIN, DAVID
Executive Officer · 2.5%
8058454
HAGEMAN, STEVE, J (MIO)
Executive Officer · 2.5%
6615344
CLINT SPENCER LEMAN
Executive Officer · 2.5%
5917912
MARTIN, DAVID, CHARLES
Executive Officer · 2.5%
6179932
PECK, THOMAS, KARL
Executive Officer · 2.5%
6615346