SERVICE PROVIDER | AGECROFT PARTNERS
Agecroft Partners
- Website: http://agecroftpartners.com/
- Location: 103 Canterbury Road, Richmond, VA 23221
- Phone: +1 804.355.2082
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Description From Website:
It is Agecroft’s objective to represent primarily large well established hedge funds with clearly defined investment processes and risk controls, solid pedigrees of investment team, and strong historical performance. The average size of the hedge fund organizations we have represented is over $1 billion in assets under management. Ultimately, the reputation of a third party marketing firm is based on the quality of the hedge fund managers it represents.
The reputation and credibility of our firm is dependent on being highly selective of the firms we represent. It is imperative that we analyze each firm based on multiple variables which include:
- Identifying clearly definable and inherent product advantages
- An analysis of the firm’s business model, infrastructure and commitment to the reinvestment in the firm necessary to support the growth of the business
- A review of the organization relative to appropriate staffing, industry knowledge, experience, reputations, and the continuity of investment staff
- Review of investment philosophy and process
- Risk controls
- Track record
Ensuring that the potential client agrees with the level of support that will be required of them in the sales process. It is our objective to handle as much of the client’s sales, marketing and client services functions as is practical. However, most hedge fund investors will not invest unless they meet with the manager first. We also require timely information from our managers in order to update marketing material and to send out regular updates to potential investors.
Ensuring that the client is in agreement with our view of the appropriate sales cycle required to bring in business. It usually takes multiple meetings with a prospect before the prospect becomes and investor.
Assessing the degree of compatibility between our firm and the fund manager. We recognize that we will be working very closely with our managers and we are careful to partner with managers that share our professional goals.
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