SourcingSourcing

AGINCOURT CAPITAL MANAGEMENT, LLC

C32
CRD 112096·SEC 801-56592·RICHMOND, VA
AUM
$9.95B
$1B+
Est. Revenue
$99.5M
@ 1% on AUM
Est. EBITDA
$29.9M
@ 30% margin
Est. Deal Value
$238.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AGINCOURT CAPITAL MANAGEMENT, LLC
CRD
112096
SEC file #
801-56592
EIN
541947440
DBA names
—

Economics

AUM
$9.95B
AUM band
$1B+
AUM trajectory
'20'26
$6.89B → $9.95B▲ +44%
Client mix
Charitable Organizations91
State Or Municipal Govt34
Corporations17
Individuals High Net Worth15
Insurance Companies14

Operations

Employees (total)
18
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
12 advisors → 12 advisors▬ 0%
Primary office
RICHMOND VA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
agincourtcapital.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GUARDIAN CAPITAL US ASSET
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
GUARDIAN CAPITAL US ASSET
BANKS, ERIKA, DAWN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AGINCOURTCAPITAL.COM
Rdap Domain Creation Date
1999-11-05T19:27:02Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
10
Form 5500 Total Compensation
465,965
Form 5500 Compensation Trajectory 3y
2025338,543
2026127,422
Form 5500 Plan Count Trajectory 3y
20255
20265
Schedule C Total Compensation
465,965
Schedule C Service Provider Rows
10

SEC EDGAR

Edgar Cik
0001845254
Edgar Registered
Yes
Edgar Filing Count
14
Edgar First Filing Date
2022-01-20
Edgar Last Filing Date
2025-01-10
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2025-01-10
Accession0001845254-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
12
Bc Firm IAR Count
12
Custodian Candidates
Full
E*trade4
Bny Mellon2
Edgar Addresses
Mailing
200 SOUTH 10TH STREETSUITE 800RICHMOND, VA 23219
Business
200 SOUTH 10TH STREETSUITE 800RICHMOND, VA 23219
Edgar EIN
541947440
Edgar Recent Filings
13F-HR2025-01-10 · 0001845254-25-000001
13F-HR2024-10-07 · 0001845254-24-000006
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-11-05T19:27:02Z
Rdap Domain Last Changed
2022-09-06T06:11:33Z
Rdap Nameservers
Ns10.worldnic.comNs9.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (13)

13
BUOYER, LEWIS, DUNCAN
IAR · Executive Officer · 2.5%
1723704
O'HARA, PATRICK, THOMAS
IAR · Executive Officer · 2.5%
2253249
BANKS, ERIKA, DAWN
Executive Officer · 2.5%
6464369
SHANNON BORUM HUGHES
IAR
4553226
Jason A. Bennett
IAR
7978091
STACEY LYNN MARGOLIS
IAR
4663778
CATHERINE CONDON TEMPLE
IAR
2229498
RYON HALE ACEY
IAR
2992366
Justin Matthew Hildebrand
IAR
6779404
BRIAN SCOTT MARSHALL
IAR
3237657
JED F MILLER
IAR
4723005
Benjamin Gallik
IAR
8067483
JOHN CHRISTOPHER HABERLIN
IAR
4626076