AGR PARTNERS LLC
Adviser information for AGR PARTNERS LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 6 | $636.4M |
| Non-Discretionary | 2 | $488.7M |
| Total | 8 | $1.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 8 | $1.1B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 25 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-107370 |
|---|---|
| SEC ERA File Number | 801-107370 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 283081 |
| Legal Entity Identifier | None |
Principal Office
212 W. SUPERIOR STREETCHICAGO
IL
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 530-564-0626, Fax: None
Chief Compliance Officer
RYAN C MARTINEK
CHIEF COMPLIANCE OFFICER
901 MARQUETTE AVENUE
SUITE 2900
MINNEAPOLIS
MN
United States
Tel:
612-303-3215
R************@*********M
(Full email address available in API data)
Regulatory Contact
KEITH FREDERICK ATKINSON
SENIOR MANAGING DIRECTOR, DIVISION GENERAL COUNSEL
8500 ANDREW CARNEGIE BLVD.
CHARLOTTE
NC
United States
Tel:
704-988-5507
Fax:
704-988-0102
K*************@*********M
(Full email address available in API data)
Industry Affiliates
| AGR AG INFRASTRUCTURE GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| AGR PARTNERS RBIC GP PARTNERS LLC | Sponsor, GP, manager of pooled investment vehicles |
| AGR SPECIAL OPPORTUNITIES GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CHURCHILL ASSET MANAGEMENT LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| CHURCHILL DLC ADVISOR LLC | Other investment adviser, including financial planners |
| CLEAN ENERGY PARTNERS LLP | Sponsor, GP, manager of pooled investment vehicles |
| GLENNMONT ASSET MANAGEMENT LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| GLENNMONT PARTNERS I LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| GRESHAM INVESTMENT MANAGEMENT LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| NUVEEN AGRIBUSINESS FUND III GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| NUVEEN ALTERNATIVES ADVISORS LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| NUVEEN ASSET MANAGEMENT EUROPE SARL | Other investment adviser, including financial planners |
| NUVEEN ASSET MANAGEMENT, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorPension consultantSponsor, GP, manager of pooled investment vehicles |
| NUVEEN FUND ADVISORS, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| NUVEEN INVESTMENT MANAGEMENT INTERNATIONAL LIMITED | Other investment adviser, including financial planners |
| NUVEEN REAL ESTATE | Other investment adviser, including financial planners |
| NUVEEN SECURITIES, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| NUVEEN SINGAPORE PRIVATE LTD | Other investment adviser, including financial planners |
| TEACHERS ADVISORS, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA | Insurance company or agency |
| TGAM AGRIBUSINESS FUND GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| TIAA-CREF INVESTMENT MANAGEMENT LLC | Other investment adviser, including financial planners |
| WESTCHESTER GROUP INVESTMENT MANAGEMENT, INC. | Real estate broker or dealer |
| WINSLOW CAPITAL MANAGEMENT LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AGR AGRICULTURAL INVESTMENTS LLC | Private Equity Fund | $130.6M | $0.0M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NUVEEN ALTERNATIVE HOLDINGS LLC | Domestic Entity | – | DIRECT OWNER | 03/2016 | > 75% |
| KNUDSEN, EJNAR, ARCH | Individual | – | CHIEF EXECUTIVE OFFICER | 02/2016 | 10-25% |
| TIAA BOARD OF GOVERNORS | Domestic Entity | TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA | SHAREHOLDER | 03/1918 | > 75% |
| TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA | Domestic Entity | NUVEEN, LLC | SHAREHOLDER | 07/2014 | > 75% |
| NUVEEN, LLC | Domestic Entity | TIAA-CREF ASSET MANAGEMENT, LLC | SHAREHOLDER | 12/2014 | > 75% |
| TIAA-CREF ASSET MANAGEMENT LLC | Domestic Entity | NUVEEN ALTERNATIVE HOLDINGS LLC | SHAREHOLDER | 10/2014 | > 75% |
| NUVEEN ALTERNATIVE HOLDINGS LLC | Domestic Entity | AGR PARTNERS LLC | SHAREHOLDER | 03/2016 | > 75% |
| TAYLOR, CHRISTINE, JULIETTE | Individual | – | VICE PRESIDENT | 09/2016 | < 5% |
| MASTERS, DANIEL, MORRIS | Individual | – | PARTNER | 07/2016 | < 5% |
| ATKINSON, KEITH, FREDERICK | Individual | – | ASSISTANT SECRETARY, MANAGING ASSOCIATE GENERAL COUNSEL | 07/2016 | < 5% |
| Sand, Wesley, David | Individual | – | CHIEF OPERATING OFFICER | 12/2017 | < 5% |
| Martinek, Ryan, Christopher | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2023 | < 5% |