AGINCOURT CAPITAL MANAGEMENT, LLC
CRD #112096 SEC #801-56592 RICHMOND, VA 804-648-1111
SEC Registered
Total AUM
$9.7B
Discretionary
$9.7B
Employees
18
Clients
--
Accounts
393
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 15, 2025
- Branch Offices
- 0
- LEI
- 254900YOCD5JASYHPN24
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ACEY, RYON, HALE | I | MANAGING MEMBER | NA | |
| ACEY, RYON, HALE | I | PARTNER/PORTFOLIO MANAGER | NA | |
| ACEY, RYON, HALE | I | MANAGING MEMBER | NA | |
| ACEY, RYON, HALE | I | MANAGING MEMBER | NA | |
| ACEY, RYON, HALE | I | MANAGING MEMBER | NA | |
| ACEY, RYON, HALE | I | MANAGING MEMBER | NA | |
| ACEY, RYON, HALE | I | MANAGING MEMBER | NA | |
| ACEY, RYON, HALE | I | MANAGING MEMBER | NA | |
| ACEY, RYON, HALE | I | MANAGING MEMBER | NA | |
| ACEY, RYON, HALE | I | MEMBER | NA | |
| ACEY, RYON, HALE | I | MEMBER | NA | |
| ACEY, RYON, HALE | I | MEMBER | NA | |
| ACEY, RYON, HALE | I | MEMBER | NA | |
| ACEY, RYON, HALE | I | MEMBER | NA | |
| ACEY, RYON, HALE | I | MEMBER | NA | |
| ACEY, RYON, HALE | I | MEMBER | NA | |
| ACEY, RYON, HALE | I | MEMBER | NA | |
| ACEY, RYON, HALE | I | MEMBER | NA | |
| ARMES, WILLIAM, MONROE | I | MEMBER | NA | |
| ARMES, WILLIAM, MONROE | I | MEMBER | NA | |
| ARMES, WILLIAM, MONROE | I | MEMBER | NA | |
| BANKS, ERIKA, DAWN | I | MANAGING MEMBER | NA | |
| BANKS, ERIKA, DAWN | I | PARTNER/SYSTEMS & OPERATIONS MANAGER | NA | |
| BANKS, ERIKA, DAWN | I | MANAGING MEMBER | NA | |
| BANKS, ERIKA, DAWN | I | MANAGING MEMBER | NA | |
| BANKS, ERIKA, DAWN | I | MANAGING MEMBER | NA | |
| BANKS, ERIKA, DAWN | I | MANAGING MEMBER | NA | |
| BANKS, ERIKA, DAWN | I | MANAGING MEMBER | NA | |
| BANKS, ERIKA, DAWN | I | MANAGING MEMBER | NA | |
| BANKS, ERIKA, DAWN | I | MANAGING MEMBER | NA | |
| BANKS, ERIKA, DAWN | I | MEMBER | NA | |
| BANKS, ERIKA, DAWN | I | MEMBER | NA | |
| BANKS, ERIKA, DAWN | I | MEMBER | NA | |
| BANKS, ERIKA, DAWN | I | MEMBER | NA | |
| BANKS, ERIKA, DAWN | I | MEMBER | NA | |
| BANKS, ERIKA, DAWN | I | MEMBER | NA | |
| BANKS, ERIKA, DAWN | I | MEMBER | NA | |
| BANKS, ERIKA, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BANKS, ERIKA, DAWN | I | MEMBER | NA | |
| BANKS, ERIKA, DAWN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | NA | Control |
| BANKS, ERIKA, DAWN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | NA | Control |
| BANKS, ERIKA, DAWN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | NA | Control |
| BANKS, ERIKA, DAWN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | NA | Control |
| BANKS, ERIKA, DAWN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | NA | Control |
| BANKS, ERIKA, DAWN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | NA | Control |
| BANKS, ERIKA, DAWN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | NA | Control |
| BANKS, ERIKA, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BANKS, ERIKA, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BORUM, SHANNON, MICHELLE | I | MANAGING MEMBER | NA | |
| BORUM, SHANNON, MICHELLE | I | PARTNER/PORTFOLIO MANAGER | NA | |
| BORUM, SHANNON, MICHELLE | I | MANAGING MEMBER | NA | |
| BORUM, SHANNON, MICHELLE | I | MANAGING MEMBER | NA | |
| BORUM, SHANNON, MICHELLE | I | MANAGING MEMBER | NA | |
| BORUM, SHANNON, MICHELLE | I | MANAGING MEMBER | NA | |
| BORUM, SHANNON, MICHELLE | I | MANAGING MEMBER | NA | |
| BORUM, SHANNON, MICHELLE | I | MANAGING MEMBER | NA | |
| BORUM, SHANNON, MICHELLE | I | MANAGING MEMBER | NA | |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAYNIE, LAURA, WRIGHT | I | DIRECTOR/BUSINESS MANAGER | NA | |
| HAYNIE, LAURA, WRIGHT | I | DIRECTOR/BUSINESS MANAGER | NA | |
| HAYNIE, LAURA, WRIGHT | I | DIRECTOR/BUSINESS MANAGER | NA | |
| HAYNIE, LAURA, WRIGHT | I | DIRECTOR/BUSINESS MANAGER | NA | |
| HAYNIE, LAURA, WRIGHT | I | DIRECTOR/BUSINESS MANAGER | NA | |
| HAYNIE, LAURA, WRIGHT | I | DIRECTOR/BUSINESS MANAGER | NA | |
| HAYNIE, LAURA, WRIGHT | I | DIRECTOR/BUSINESS MANAGER | NA | |
| HAYNIE, LAURA, WRIGHT | I | DIRECTOR/BUSINESS MANAGER | NA | |
| HAYNIE, LAURA, WRIGHT | I | DIRECTOR/BUSINESS MANAGER | NA | |
| HAYNIE, LAURA, WRIGHT | I | DIRECTOR/BUSINESS MANAGER | NA | |
| HAYNIE, LAURA, WRIGHT | I | DIRECTOR/BUSINESS MANAGER | NA | |
| HAYNIE, LAURA, WRIGHT | I | DIRECTOR/BUSINESS MANAGER | NA | |
| HAYNIE, LAURA, WRIGHT | I | ASSOCIATE DIRECTOR/BUSINESS MANAGER | NA | |
| HAYNIE, LAURA, WRIGHT | I | MANAGING MEMBER | NA | |
| HAYNIE, LAURA, WRIGHT | I | DIRECTOR/BUSINESS MANAGER | NA | |
| HAYNIE, LAURA, WRIGHT | I | DIRECTOR/BUSINESS MANAGER | NA | |
| HAYNIE, LAURA, WRIGHT | I | DIRECTOR/BUSINESS MANAGER | NA | |
| HAYNIE, LAURA, WRIGHT | I | DIRECTOR/BUSINESS MANAGER | NA | |
| HAYNIE, LAURA, WRIGHT | I | DIRECTOR/BUSINESS MANAGER | NA | |
| HAYNIE, LAURA, WRIGHT | I | DIRECTOR/BUSINESS MANAGER | NA | |
| HAYNIE, LAURA, WRIGHT | I | DIRECTOR/BUSINESS MANAGER | NA | |
| HAYNIE, LAURA, WRIGHT | I | PARTNER/BUSINESS MANAGER | NA | |
| HUGHES, SHANNON, BORUM | I | MEMBER | NA | |
| HUGHES, SHANNON, BORUM | I | MEMBER | NA | |
| HUGHES, SHANNON, BORUM | I | MEMBER | NA | |
| HUGHES, SHANNON, BORUM | I | MEMBER | NA | |
| HUGHES, SHANNON, BORUM | I | MEMBER | NA | |
| HUGHES, SHANNON, BORUM | I | MEMBER | NA | |
| HUGHES, SHANNON, BORUM | I | MEMBER | NA | |
| HUGHES, SHANNON, BORUM | I | MEMBER | NA | |
| HUGHES, SHANNON, BORUM | I | MEMBER | NA | |
| MARSHALL, BRIAN, SCOTT | I | DIRECTOR/PORTFOLIO MANAGER | NA | |
| MARSHALL, BRIAN, SCOTT | I | DIRECTOR/PORTFOLIO MANAGER | NA | |
| MARSHALL, BRIAN, SCOTT | I | DIRECTOR/PORTFOLIO MANAGER | NA | |
| MARSHALL, BRIAN, SCOTT | I | DIRECTOR/PORTFOLIO MANAGER | NA | |
| MARSHALL, BRIAN, SCOTT | I | DIRECTOR/PORTFOLIO MANAGER | NA | |
| MARSHALL, BRIAN, SCOTT | I | DIRECTOR/PORTFOLIO MANAGER | NA | |
| MARSHALL, BRIAN, SCOTT | I | DIRECTOR/PORTFOLIO MANAGER | NA | |
| MARSHALL, BRIAN, SCOTT | I | DIRECTOR/PORTFOLIO MANAGER | NA | |
| MARSHALL, BRIAN, SCOTT | I | DIRECTOR/PORTFOLIO MANAGER | NA | |
| MARSHALL, BRIAN, SCOTT | I | DIRECTOR/PORTFOLIO MANAGER | NA | |
| MARSHALL, BRIAN, SCOTT | I | DIRECTOR/PORTFOLIO MANAGER | NA | |
| MARSHALL, BRIAN, SCOTT | I | DIRECTOR/PORTFOLIO MANAGER | NA | |
| MARSHALL, BRIAN, SCOTT | I | ASSOCIATE DIRECTOR/PORTFOLIO ANALYST | NA | |
| MARSHALL, BRIAN, SCOTT | I | DIRECTOR/PORTFOLIO MANAGER | NA | |
| MARSHALL, BRIAN, SCOTT | I | DIRECTOR/PORTFOLIO MANAGER | NA | |
| MARSHALL, BRIAN, SCOTT | I | DIRECTOR/PORTFOLIO MANAGER | NA | |
| MARSHALL, BRIAN, SCOTT | I | DIRECTOR/PORTFOLIO MANAGER | NA | |
| MARSHALL, BRIAN, SCOTT | I | DIRECTOR/PORTFOLIO MANAGER | NA | |
| MARSHALL, BRIAN, SCOTT | I | DIRECTOR/PORTFOLIO MANAGER | NA | |
| MARSHALL, BRIAN, SCOTT | I | DIRECTOR/PORTFOLIO MANAGER | NA | |
| MARSHALL, BRIAN, SCOTT | I | PARTNER/PORTFOLIO MANAGER | NA | |
| MARSHALL, BRIAN, SCOTT | I | MEMBER | NA | |
| MARSHALL, BRIAN, SCOTT | I | MEMBER | NA | |
| MARSHALL, BRIAN, SCOTT | I | MEMBER | NA | |
| MAVROUDIS, GEORGE | I | MANAGER | NA | Control |
| MAVROUDIS, GEORGE | I | MANAGER | NA | Control |
| MAVROUDIS, GEORGE | I | MANAGER | NA | Control |
| MAVROUDIS, GEORGE | I | MANAGER | NA | Control |
| MAVROUDIS, GEORGE | I | MANAGER | NA | Control |
| MAVROUDIS, GEORGE | I | MANAGER | NA | Control |
| MAVROUDIS, GEORGE | I | MANAGER | NA | Control |
| MAVROUDIS, GEORGE | I | MANAGER | NA | Control |
| MAVROUDIS, GEORGE | I | MANAGER | NA | Control |
| MAVROUDIS, GEORGE | I | MANAGER | NA | Control |
| MAVROUDIS, GEORGE | I | MANAGER | NA | Control |
| MAVROUDIS, GEORGE | I | MANAGER | NA | Control |
| TEMPLE, CATHERINE, CONDON | I | MANAGING MEMBER | NA | |
| TEMPLE, CATHERINE, CONDON | I | PARTNER/PORTFOLIO STRATIGIST | NA | |
| TEMPLE, CATHERINE, CONDON | I | MANAGING MEMBER | NA | |
| TEMPLE, CATHERINE, CONDON | I | MANAGING MEMBER | NA | |
| TEMPLE, CATHERINE, CONDON | I | MANAGING MEMBER | NA | |
| TEMPLE, CATHERINE, CONDON | I | MANAGING MEMBER | NA | |
| TEMPLE, CATHERINE, CONDON | I | MANAGING MEMBER | NA | |
| TEMPLE, CATHERINE, CONDON | I | MANAGING MEMBER | NA | |
| TEMPLE, CATHERINE, CONDON | I | MANAGING MEMBER | NA | |
| TEMPLE, CATHERINE, CONDON | I | MEMBER | NA | |
| TEMPLE, CATHERINE, CONDON | I | MEMBER | NA | |
| TEMPLE, CATHERINE, CONDON | I | MEMBER | NA | |
| TEMPLE, CATHERINE, CONDON | I | MEMBER | NA | |
| TEMPLE, CATHERINE, CONDON | I | MEMBER | NA | |
| TEMPLE, CATHERINE, CONDON | I | MEMBER | NA | |
| TEMPLE, CATHERINE, CONDON | I | MEMBER | NA | |
| TEMPLE, CATHERINE, CONDON | I | MEMBER | NA | |
| TEMPLE, CATHERINE, CONDON | I | MEMBER | NA | |
| GUARDIAN CAPITAL LLC | DE | MEMBER | D | Control |
| GUARDIAN CAPITAL LLC | DE | MEMBER | D | Control |
| GUARDIAN CAPITAL LLC | DE | MEMBER | D | Control |
| GUARDIAN CAPITAL LLC | DE | MEMBER | D | Control |
| GUARDIAN CAPITAL LLC | DE | MEMBER | D | Control |
| GUARDIAN CAPITAL LLC | DE | MEMBER | D | Control |
| GUARDIAN CAPITAL LLC | DE | MEMBER | D | Control |
| GUARDIAN CAPITAL LLC | DE | MEMBER | D | Control |
| GUARDIAN CAPITAL LLC | DE | MEMBER | D | Control |
| GUARDIAN CAPITAL LLC | DE | MEMBER | D | Control |
| GUARDIAN CAPITAL LLC | DE | MEMBER | D | Control |
| GUARDIAN CAPITAL US ASSET MANAGEMENT LLC | DE | MEMBER | D | Control |
| COATS, BRADLEY, PAUL | I | MANAGING DIRECTOR/PORTFOLIO MANAGER/CCO | C | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR/PORTFOLIO MANAGER | C | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR/PORTFOLIO MANAGER/CIO | C | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | C | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | C | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | C | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | C | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | C | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | C | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | C | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | C | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | C | Control |
| COATS, BRADLEY, PAUL | I | PRESIDENT & CIO | C | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | C | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | C | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | C | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | C | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | C | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | C | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | C | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING DIRECTOR/PORTFOLIO MANAGER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING DIRECTOR/PORTFOLIO MANAGER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING DIRECTOR/PORTFOLIO MANAGER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING DIRECTOR/SUPERVISING PORTFOLIO MANAGER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING DIRECTOR/SUPERVISING PORTFOLIO MANAGER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING DIRECTOR/SUPERVISING PORTFOLIO MANAGER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING DIRECTOR/SUPERVISING PORTFOLIO MANAGER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING DIRECTOR/SUPERVISING PORTFOLIO MANAGER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING DIRECTOR/SUPERVISING PORTFOLIO MANAGER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING DIRECTOR/SUPERVISING PORTFOLIO MANAGER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING DIRECTOR/SUPERVISING PORTFOLIO MANAGER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING DIRECTOR/SUPERVISING PORTFOLIO MANAGER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING DIRECTOR/PORTFOLIO MANAGER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING MEMBER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING DIRECTOR/SUPERVISING PORTFOLIO MANAGER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING DIRECTOR/SUPERVISING PORTFOLIO MANAGER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING DIRECTOR/SUPERVISING PORTFOLIO MANAGER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING DIRECTOR/SUPERVISING PORTFOLIO MANAGER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING DIRECTOR/SUPERVISING PORTFOLIO MANAGER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING DIRECTOR/SUPERVISING PORTFOLIO MANAGER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING DIRECTOR/SUPERVISING PORTFOLIO MANAGER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING PARTNER/SUPERVISING PORTFOLIO MANAGER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING MEMBER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING MEMBER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING MEMBER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING MEMBER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING MEMBER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING MEMBER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING MEMBER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING MEMBER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING MEMBER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING MEMBER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING MEMBER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING MEMBER | B | Control |
| BUOYER, LEWIS, DUNCAN | I | MANAGING MEMBER | B | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | B | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | B | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | B | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | B | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | B | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | B | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | B | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | B | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | B | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | B | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | B | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | B | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | B | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | B | Control |
| COATS, BRADLEY, PAUL | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING DIRECTOR/PORTFOLIO MANAGER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING DIRECTOR/PORTFOLIO MANAGER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING DIRECTOR/PORTFOLIO MANAGER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING DIRECTOR/PORTFOLIO MANAGER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING DIRECTOR/PORTFOLIO MANAGER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING DIRECTOR/PORTFOLIO MANAGER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING DIRECTOR/PORTFOLIO MANAGER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING DIRECTOR/PORTFOLIO MANAGER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING DIRECTOR/PORTFOLIO MANAGER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING DIRECTOR/PORTFOLIO MANAGER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING DIRECTOR/PORTFOLIO MANAGER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING DIRECTOR/PORTFOLIO MANAGER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING DIRECTOR/PORTFOLIO MANAGER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING MEMBER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING DIRECTOR/PORTFOLIO MANAGER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING DIRECTOR/PORTFOLIO MANAGER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING DIRECTOR/PORTFOLIO MANAGER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING DIRECTOR/PORTFOLIO MANAGER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING DIRECTOR/PORTFOLIO MANAGER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING DIRECTOR/PORTFOLIO MANAGER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING DIRECTOR/PORTFOLIO MANAGER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING PARTNER/PORTFOLIO MANAGER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING MEMBER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING MEMBER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING MEMBER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING MEMBER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING MEMBER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING MEMBER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING MEMBER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING MEMBER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING MEMBER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING MEMBER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING MEMBER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING MEMBER | B | Control |
| KELLY, PATRICK, KEVIN | I | MANAGING MEMBER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING DIRECTOR/MARKETING MANAGER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING DIRECTOR/MARKETING MANAGER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING DIRECTOR/MARKETING MANAGER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING DIRECTOR/MARKETING MANAGER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING DIRECTOR/MARKETING MANAGER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING DIRECTOR/MARKETING MANAGER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING DIRECTOR/MARKETING MANAGER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING DIRECTOR/MARKETING MANAGER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING DIRECTOR/MARKETING MANAGER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING DIRECTOR/MARKETING MANAGER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING DIRECTOR/MARKETING MANAGER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING DIRECTOR/MARKETING MANAGER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING DIRECTOR/MARKETING MANAGER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING MEMBER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING DIRECTOR/MARKETING MANAGER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING DIRECTOR/MARKETING MANAGER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING DIRECTOR/MARKETING MANAGER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING DIRECTOR/MARKETING MANAGER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING DIRECTOR/MARKETING MANAGER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING DIRECTOR/MARKETING MANAGER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING DIRECTOR/MARKETING MANAGER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING PARTNER/MARKETING MANAGER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING MEMBER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING MEMBER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING MEMBER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING MEMBER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING MEMBER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING MEMBER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING MEMBER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING MEMBER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING MEMBER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING MEMBER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING MEMBER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING MEMBER | B | Control |
| OHARA, PATRICK, THOMAS | I | MANAGING MEMBER | B | Control |
| ARMES, WILLIAM, MONROE | I | DIRECTOR/PORTFOLIO MANAGER | A | |
| ARMES, WILLIAM, MONROE | I | DIRECTOR/PORTFOLIO MANAGER | A | |
| ARMES, WILLIAM, MONROE | I | DIRECTOR/PORTFOLIO MANAGER | A | |
| ARMES, WILLIAM, MONROE | I | DIRECTOR/PORTFOLIO MANAGER | A | |
| ARMES, WILLIAM, MONROE | I | DIRECTOR/PORTFOLIO MANAGER | A | |
| ARMES, WILLIAM, MONROE | I | DIRECTOR/PORTFOLIO MANAGER | A | |
| ARMES, WILLIAM, MONROE | I | DIRECTOR/PORTFOLIO MANAGER | A | |
| ARMES, WILLIAM, MONROE | I | DIRECTOR/PORTFOLIO MANAGER | A | |
| ARMES, WILLIAM, MONROE | I | DIRECTOR/PORTFOLIO MANAGER | A | |
| ARMES, WILLIAM, MONROE | I | DIRECTOR/PORTFOLIO MANAGER | A | |
| ARMES, WILLIAM, MONROE | I | DIRECTOR/PORTFOLIO MANAGER | A | |
| ARMES, WILLIAM, MONROE | I | DIRECTOR/PORTFOLIO MANAGER | A | |
| ARMES, WILLIAM, MONROE | I | DIRECTOR/PORTFOLIO MANAGER | A | |
| ARMES, WILLIAM, MONROE | I | MANAGING MEMBER | A | |
| ARMES, WILLIAM, MONROE | I | DIRECTOR/PORTFOLIO MANAGER | A | |
| ARMES, WILLIAM, MONROE | I | DIRECTOR/PORTFOLIO MANAGER | A | |
| ARMES, WILLIAM, MONROE | I | DIRECTOR/PORTFOLIO MANAGER | A | |
| ARMES, WILLIAM, MONROE | I | DIRECTOR/PORTFOLIO MANAGER | A | |
| ARMES, WILLIAM, MONROE | I | DIRECTOR/PORTFOLIO MANAGER | A | |
| ARMES, WILLIAM, MONROE | I | DIRECTOR/PORTFOLIO MANAGER | A | |
| ARMES, WILLIAM, MONROE | I | DIRECTOR/PORTFOLIO MANAGER | A | |
| ARMES, WILLIAM, MONROE | I | PARTNER/PORTFOLIO MANAGER | A | |
| ARMES, WILLIAM, MONROE | I | MANAGING MEMBER | A | |
| ARMES, WILLIAM, MONROE | I | MANAGING MEMBER | A | |
| ARMES, WILLIAM, MONROE | I | MANAGING MEMBER | A | |
| ARMES, WILLIAM, MONROE | I | MANAGING MEMBER | A | |
| ARMES, WILLIAM, MONROE | I | MANAGING MEMBER | A | |
| ARMES, WILLIAM, MONROE | I | MANAGING MEMBER | A | |
| ARMES, WILLIAM, MONROE | I | MANAGING MEMBER | A | |
| ARMES, WILLIAM, MONROE | I | MEMBER | A | |
| ARMES, WILLIAM, MONROE | I | MEMBER | A | |
| ARMES, WILLIAM, MONROE | I | MEMBER | A | |
| ARMES, WILLIAM, MONROE | I | MEMBER | A | |
| ARMES, WILLIAM, MONROE | I | MEMBER | A | |
| ARMES, WILLIAM, MONROE | I | MEMBER | A | |
| BUOYER, LEWIS, DUNCAN | I | MEMBER | A | Control |
| BUOYER, LEWIS, DUNCAN | I | MEMBER | A | Control |
| BUOYER, LEWIS, DUNCAN | I | MEMBER | A | Control |
| BUOYER, LEWIS, DUNCAN | I | MEMBER | A | Control |
| BUOYER, LEWIS, DUNCAN | I | MEMBER | A | Control |
| BUOYER, LEWIS, DUNCAN | I | MEMBER | A | Control |
| BUOYER, LEWIS, DUNCAN | I | MEMBER | A | Control |
| BUOYER, LEWIS, DUNCAN | I | MEMBER | A | Control |
| BUOYER, LEWIS, DUNCAN | I | MEMBER | A | Control |
| BUOYER, LEWIS, DUNCAN | I | MEMBER | A | Control |
| BUOYER, LEWIS, DUNCAN | I | MEMBER | A | Control |
| BUOYER, LEWIS, DUNCAN | I | MEMBER | A | Control |
| KELLY, PATRICK, KEVIN | I | MANAGER AND MEMBER | A | Control |
| KELLY, PATRICK, KEVIN | I | MANAGER AND MEMBER | A | Control |
| KELLY, PATRICK, KEVIN | I | MANAGER AND MEMBER | A | Control |
| KELLY, PATRICK, KEVIN | I | MANAGER AND MEMBER | A | Control |
| KELLY, PATRICK, KEVIN | I | MANAGER AND MEMBER | A | Control |
| KELLY, PATRICK, KEVIN | I | MANAGER AND MEMBER | A | Control |
| KELLY, PATRICK, KEVIN | I | MANAGER AND MEMBER | A | Control |
| KELLY, PATRICK, KEVIN | I | MANAGER AND MEMBER | A | Control |
| KELLY, PATRICK, KEVIN | I | MANAGER AND MEMBER | A | Control |
| KELLY, PATRICK, KEVIN | I | MANAGER AND MEMBER | A | Control |
| KELLY, PATRICK, KEVIN | I | MANAGER AND MEMBER | A | Control |
| KELLY, PATRICK, KEVIN | I | MANAGER AND MEMBER | A | Control |
| MARSHALL, BRIAN, SCOTT | I | MANAGING MEMBER | A | |
| MARSHALL, BRIAN, SCOTT | I | MANAGING MEMBER | A | |
| MARSHALL, BRIAN, SCOTT | I | MANAGING MEMBER | A | |
| MARSHALL, BRIAN, SCOTT | I | MANAGING MEMBER | A | |
| MARSHALL, BRIAN, SCOTT | I | MANAGING MEMBER | A | |
| MARSHALL, BRIAN, SCOTT | I | MANAGING MEMBER | A | |
| MARSHALL, BRIAN, SCOTT | I | MANAGING MEMBER | A | |
| MARSHALL, BRIAN, SCOTT | I | MANAGING MEMBER | A | |
| MARSHALL, BRIAN, SCOTT | I | MEMBER | A | |
| MARSHALL, BRIAN, SCOTT | I | MEMBER | A | |
| MARSHALL, BRIAN, SCOTT | I | MEMBER | A | |
| MARSHALL, BRIAN, SCOTT | I | MEMBER | A | |
| MARSHALL, BRIAN, SCOTT | I | MEMBER | A | |
| MARSHALL, BRIAN, SCOTT | I | MEMBER | A | |
| OHARA, PATRICK, THOMAS | I | MEMBER | A | Control |
| OHARA, PATRICK, THOMAS | I | MEMBER | A | Control |
| OHARA, PATRICK, THOMAS | I | MEMBER | A | Control |
| OHARA, PATRICK, THOMAS | I | MEMBER | A | Control |
| OHARA, PATRICK, THOMAS | I | MEMBER | A | Control |
| OHARA, PATRICK, THOMAS | I | MEMBER | A | Control |
| OHARA, PATRICK, THOMAS | I | MEMBER | A | Control |
| OHARA, PATRICK, THOMAS | I | MEMBER | A | Control |
| OHARA, PATRICK, THOMAS | I | MEMBER | A | Control |
| OHARA, PATRICK, THOMAS | I | MEMBER | A | Control |
| OHARA, PATRICK, THOMAS | I | MEMBER | A | Control |
| OHARA, PATRICK, THOMAS | I | MEMBER | A | Control |
| PUTNAM, WILLIAM, IGNATIUS | I | DIRECTOR/PORTFOLIO MANAGER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CIDEL TRUST COMPANY | FE | THE CHRISTODOULOU 2004 FAMILY TRUST | F | Control |
| CIDEL TRUST COMPANY | FE | THE CHRISTODOULOU 2004 FAMILY TRUST | F | Control |
| CIDEL TRUST COMPANY | FE | THE CHRISTODOULOU 2004 FAMILY TRUST | F | Control |
| CIDEL TRUST COMPANY | FE | THE CHRISTODOULOU 2004 FAMILY TRUST | F | Control |
| CIDEL TRUST COMPANY | FE | THE CHRISTODOULOU 2004 FAMILY TRUST | F | Control |
| CIDEL TRUST COMPANY | FE | THE CHRISTODOULOU 2004 FAMILY TRUST | F | Control |
| CIDEL TRUST COMPANY | FE | THE CHRISTODOULOU 2004 FAMILY TRUST | F | Control |
| CIDEL TRUST COMPANY | FE | THE CHRISTODOULOU 2004 FAMILY TRUST | F | Control |
| CIDEL TRUST COMPANY | FE | THE CHRISTODOULOU 2004 FAMILY TRUST | F | Control |
| GUARDIAN CAPITAL GROUP LIMITED | FE | GUARDIAN CAPITAL LP | E | Control |
| GUARDIAN CAPITAL GROUP LIMITED | FE | GUARDIAN CAPITAL LP | E | Control |
| GUARDIAN CAPITAL GROUP LIMITED | FE | GUARDIAN CAPITAL LP | E | Control |
| GUARDIAN CAPITAL GROUP LIMITED | FE | GUARDIAN CAPITAL LP | E | Control |
| GUARDIAN CAPITAL GROUP LIMITED | FE | GUARDIAN CAPITAL LP | E | Control |
| GUARDIAN CAPITAL GROUP LIMITED | FE | GUARDIAN CAPITAL LP | E | Control |
| GUARDIAN CAPITAL GROUP LIMITED | FE | GUARDIAN INNOVATIONS INC | E | Control |
| GUARDIAN CAPITAL GROUP LIMITED | FE | GUARDIAN CAPITAL LP | E | Control |
| GUARDIAN CAPITAL GROUP LIMITED | FE | GUARDIAN INNOVATIONS INC | E | Control |
| GUARDIAN CAPITAL GROUP LIMITED | FE | GUARDIAN CAPITAL LP | E | Control |
| GUARDIAN CAPITAL LP | FE | GUARDIAN CAPITAL LLC | E | Control |
| GUARDIAN CAPITAL LP | FE | GUARDIAN CAPITAL LLC | E | Control |
| GUARDIAN CAPITAL LP | FE | GUARDIAN CAPITAL LLC | E | Control |
| GUARDIAN CAPITAL LP | FE | GUARDIAN CAPITAL LLC | E | Control |
| GUARDIAN CAPITAL LP | FE | GUARDIAN CAPITAL LLC | E | Control |
| GUARDIAN CAPITAL LP | FE | GUARDIAN CAPITAL LLC | E | Control |
| GUARDIAN CAPITAL LP | FE | GUARDIAN CAPITAL LLC | E | Control |
| GUARDIAN CAPITAL LP | FE | GUARDIAN CAPITAL LLC | E | Control |
| GUARDIAN INNOVATIONS INC | FE | GUARDIAN CAPITAL LLC | E | Control |
| GUARDIAN INNOVATIONS INC | FE | GUARDIAN CAPITAL LLC | E | Control |
| THE CHRISTODOULOU 2004 FAMILY TRUST | FE | MINIC INVESTMENTS LIMITED | E | Control |
| THE CHRISTODOULOU 2004 FAMILY TRUST | FE | MINIC INVESTMENTS LIMITED | E | Control |
| THE CHRISTODOULOU 2004 FAMILY TRUST | FE | MINIC INVESTMENTS LIMITED | E | Control |
| THE CHRISTODOULOU 2004 FAMILY TRUST | FE | MINIC INVESTMENTS LIMITED | E | Control |
| THE CHRISTODOULOU 2004 FAMILY TRUST | FE | MINIC INVESTMENTS LIMITED | E | Control |
| THE CHRISTODOULOU 2004 FAMILY TRUST | FE | MINIC INVESTMENTS LIMITED | E | Control |
| THE CHRISTODOULOU 2004 FAMILY TRUST | FE | MINIC INVESTMENTS LIMITED | E | Control |
| THE CHRISTODOULOU 2004 FAMILY TRUST | FE | MINIC INVESTMENTS LIMITED | E | Control |
| THE CHRISTODOULOU 2004 FAMILY TRUST | FE | MINIC INVESTMENTS LIMITED | E | Control |
| CHRISTODOULOU, ANDREW, MICHAEL | I | MINIC INVESTMENTS LIMITED | C | Control |
| CHRISTODOULOU, NICHOLAS | I | MINIC INVESTMENTS LIMITED | C | Control |
| CHRISTODOULOU, STEPHANIE, DIANA | I | MINIC INVESTMENTS LIMITED | C | Control |
| CHRYSSAFOU-CHRISTODOULOU, DIMITRIS-STAVROS | I | MINIC INVESTMENTS LIMITED | C | Control |
| MINIC INVESTMENTS LIMITED | FE | GUARDIAN CAPITAL GROUP LIMITED | C | Control |
| MINIC INVESTMENTS LIMITED | FE | GUARDIAN CAPITAL GROUP LIMITED | C | Control |
| MINIC INVESTMENTS LIMITED | FE | GUARDIAN CAPITAL GROUP LIMITED | C | Control |
| MINIC INVESTMENTS LIMITED | FE | GUARDIAN CAPITAL GROUP LIMITED | C | Control |
| MINIC INVESTMENTS LIMITED | FE | GUARDIAN CAPITAL GROUP LIMITED | C | Control |
| MINIC INVESTMENTS LIMITED | FE | GUARDIAN CAPITAL GROUP LIMITED | C | Control |
| MINIC INVESTMENTS LIMITED | FE | GUARDIAN CAPITAL GROUP LIMITED | C | Control |
| MINIC INVESTMENTS LIMITED | FE | GUARDIAN CAPITAL GROUP LIMITED | C | Control |
| MINIC INVESTMENTS LIMITED | FE | GUARDIAN CAPITAL GROUP LIMITED | C | Control |
| MINIC INVESTMENTS LIMITED | FE | GUARDIAN CAPITAL GROUP LIMITED | C | Control |
Registrations
Federal
IA
Aug 15, 2025 REGISTERED
Notice Filings (19)
CA CO FL GA IL IN LA MD MO NC NE NH NJ NY OH PA TN TX VA
Address
200 SOUTH 10TH STREETSUITE 800
RICHMOND, VA 23219
United States
Phone: 804-648-1111