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Cozad Westchester Agricultural Asset Management Partnership (Champaign)


Cozad Westchester Agricultural Asset Management Partnership is a related adviser based in Champaign. It manages $50.03 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Cozad Westchester Agricultural Asset Management Partnership provides advisory services relating to agricultural real estate. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cozad Westchester Agricultural Asset Management Partnership: assets under management

The assets under management (AUM) of Cozad Westchester Agricultural Asset Management Partnership is $50.03 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $50.03 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $50.03 million each.
Cozad Westchester Agricultural Asset Management Partnership has custody of $294.09 thousand in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cozad Westchester Agricultural Asset Management Partnership for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Murray Russell Wise Shareholder and officer 1 Aug 1980 25% - 50% 1348123
George T Shapland Shareholder 1 Feb 1988 25% - 50% 1837717
Randall E. Pope Ceo 1 Sep 2010 50% - 75% 4358694

Based in Champaign

The principal office where Cozad Westchester Agricultural Asset Management Partnership performs its advisory services is located at 2501 Galen Dr, Champaign, IL 61821 7005 The mailing address of the firm is P. O. Box 3669, Champaign, IL 61826 3669. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 217-356-8363 or by fax 217-355-1359. The normal business hours are 8 am to 5 pm on Monday - Friday.


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