Agincourt Capital Management, LLC (Richmond)

Name: Agincourt Capital Management, LLC
Address: 200 South 10 Th Street, Richmond, VA, 23219
Telephone: 804-648-1111

Agincourt Capital Management, LLC is a large advisory firm based in Richmond. It manages $6.89 billion of regulatory assets for 348 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Florida, and 16 other states.

Agincourt Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Agincourt Capital Management: assets under management

The assets under management (AUM) of Agincourt Capital Management, LLC is $6.89 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 222% since the beginning of its operation, and $3.09 million of the total AUM is attributable to clients outside of the United States.

The firm manages $6.89 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $19.8 million each.

Investments

The firm invests in investment grade corporate bonds the most. They account for 64% of the total AUM. The second-largest asset type is government bonds, which make up 32% of the firm’s portfolio. Investments in cash and cash equivalents form 2% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Agincourt Capital Management, LLC for their services and products based on a percentage of assets under management 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.

What kind of clients William Ignatius Putnam serves?

The firm provides services to insurance companies, investment companies, charitable organizations, other investment advisers, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of William Ignatius Putnam is state or municipal government entities with 35 clients and $1.57 billion of assets under management. Among the 9 most similar advisory firms, Agincourt Capital Management has the 2nd highest percentage of state or municipal government entities out of all clients.

The amount of regulatory assets under management is $6.89 billion for 177 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Agincourt Capital Management doesn't advise any private funds.

Careers at Agincourt Capital Management, LLC

The company employs 19 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

William Ignatius Putnam has been acting as President since 1 May 1999. Ryon Hale Acey joined the executive team most recently as the Partner/Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Monroe Armes	Partner/portfolio manager	1 May 1999	Other	2408274
Bradley Paul Coats	Chief compliance officer/managing partner	1 May 1999	Other	1454282
Lewis Duncan Buoyer	Managing partner/supervising portfolio manager	1 May 1999	Other	1723704
Patrick Kevin Kelly	Managing partner/portfolio manager	1 May 1999	Other	1455242
Patrick Thomas Ohara	Managing partner/marketing manager	1 May 1999	Other	2253249
William Ignatius Putnam	Director/portfolio manager	1 May 1999	Other	2098684
Laura Wright Haynie	Associate director/business manager	1 May 1999	Other	2418198
Brian Scott Marshall	Associate director/portfolio analyst	1 May 1999	Other	3237657
Brian Scott Marshall	Associate director/portfolio manager	1 Oct 2002	Other	3237657
Laura Wright Haynie	Partner/business manager	1 Jul 2005	Other	2418198
Brian Scott Marshall	Partner/portfolio manager	1 Jul 2005	Other	3237657
Ryon Hale Acey	Partner/portfolio manager	1 Jan 2015	Other	2992366
Catherine Condon Temple	Partner/portfolio stratigist	1 Jan 2015	Other	2229498
Shannon Michelle Borum	Partner/portfolio manager	1 Jan 2015	Other	4553226
Erika Dawn Banks	Partner/systems & operations manager	1 Jan 2015	Other	6464369
Shannon Borum Hughes	Member	1 Jan 2015	Other	4553226

Based in Richmond

The principal office where Agincourt Capital Management, LLC performs its advisory services is located at 200 South 10 Th Street, Richmond, VA 23219, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-648-1111 or by fax 804-864-2611. The normal business hours are 8:30am-5pm on Monday - Friday. You can find more information about the New York firm at agincourtcapital.com.