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Agincourt Capital Management LLC
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CRD # | 112096 |
SEC # | 801-56592 |
CIK # | 0001845254 |
AUM | $9.0 BB (2024-07-31) |
Employees | 17 (71% Investors, 0% Brokers) |
Phone | 804-648-1111 |
Address | 200 South 10th Street Richmond, VA 23219 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 18 | 0.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 0.2 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 12 | 0.4 |
(h) Charitable organizations | 90 | 1.2 |
(i) State or municipal government entities | 35 | 3.8 |
(j) Other investment advisers | 8 | 0.8 |
(k) Insurance companies | 13 | 1.8 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 19 | 0.7 |
(n) Other | 0 | 0.0 |
Total | 396 | 9.0 |
By Discretionary | ||
Discretionary | 396 | 9.0 |
Non-Discretionary | 0 | 0.0 |
Total | 396 | 9.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 9.0 | |
Total | 396 | 9.0 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001845254] |
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Gilder Gagnon Howe & Co LLC
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|
NY | 9.4 |
United Planners' Financial Services of America A Limited Partner
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Capital Wealth Planning LLC
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FL | 9.2 |
Ramirez Asset Management Inc
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Vident Advisory LLC
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GA | 9.0 |
Gateway Investment Advisers LLC
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|
OH | 8.8 |
Pyrford International Ltd
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|
8.6 | |
Shepherd Kaplan LLC
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|
MA | 8.6 |
Newedge Wealth LLC
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|
CT | 8.6 |
Forum Financial Management LP
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IL | 8.5 |