Agecroft Partners, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Richmond, Virginia
CRD number
139227
Registered since
June 22, 2006

Firm profile

FINTRX

Overview

Agecroft Partners, LLC is organized as a privately owned limited liability company that functions as a placement agent. The firm’s profile indicates an individual ownership structure and does not present itself as a capital allocator or an active ESG investor. Public disclosures from the firm are limited; Agecroft has not provided detailed descriptions of its business activities, client segments, fee approach, or advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Donald Steinbrugge

    Donald Steinbrugge

    CEO & FounderCRD 1285324

Contacts

3 of 9
  • Andrew Feldman

    Andrew Feldman

    Managing DirectorCRD 1147411

  • Cara Fleckenstein

    Managing DirectorCRD 4405471

  • Douglas Rothschild

    Douglas Rothschild

    PresidentCRD 5048615

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Richmond, VA

Richmond City

Location

Richmond, VA

Headquartered in Richmond, VA, in the South of the United States.

Region
South
County
Richmond City
Address
103 Canterbury Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth