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Agincourt Capital Management LLC

600 E. Main St., Suite 2120
Richmond, Virginia 23219
United States
 
Contact :      Laura Haynie
Phone :       (804) 648-1111
Fax :             (804) 648-4475
Email :         pohara@agincourtcapital.com
Web :           http://www.agincourtcapital.com

Agincourt Capital Management LLC Information

Type of organization :
Total Assets Managed ($Mil) : $2,143
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1999
Wrap Programs Offered? : No
# of Accounts Managed : 44
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Agincourt Capital Management LLC History

Agincourt Capital Management (the name comes from a legendary battle in the Hundred Years? War) was formed in 1999 by the entire investment team and staff of Sovran Capital Management. The senior members of this team, including Brad Coats, Pat Kelly and Duncan Buoyer have been together for more than 10 years. Patrick O?Hara, Head of Marketing and Client Service has been with the team for more than seven years. Agincourt is 100% owned by active employees. Agincourt has been managing ?core?-style fixed income portfolios using the same value-based philosophy since the mid-1980?s. The firm believes that its size gives it a decided advantage over its very large competitors from both a portfolio management as well as a client service standpoint. Agincourt is an SEC-registered investment advisor.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Agincourt Capital Management LLC Personnel

Mr.  Patrick OHara

Marketing Director
Tel : (804) 648-1111
Email: pohara@agincourtcapital.com
Patrick is a member of Agincourtís investment team and is the firmís Client Service/Marketing Manager with over 20 years of investment experience. He leads the marketing effort and has the majority of the administrative/personnel responsibility. Patrick contributes on all of Agincourtís client communications, and is responsible for consultant communications. He has significant client service duties, and is a co-owner of the firm. Previously Patrick worked for a regional bank where he was responsible for marketing. He joined Sovran Capital in 1994 where he was responsible for marketing and consultant relations, rising to the position of Senior Vice President in 1997. He is a Chartered Financial Analyst. Patrick received his BS in Business Administration from the University of Richmond.

Agincourt Capital Management LLC Product Name

Report Created: September,25 2018.  Copyright Money Manager Review , All rights Reserved.
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