Agecroft Partners, LLC
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 139227
- Registered since
- June 22, 2006
- Website
- agecroftpartners.com
Firm profile
FINTRXOverview
Agecroft Partners, LLC is organized as a limited liability company and has been SEC-registered since 2006. The firm is owner-operated (individual owner) and is classified in the available records as "unclassified." Public filings indicate it does not act as a capital allocator and it does not identify as an active ESG investor. It is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the summary data provided. The firm has not supplied additional detail about its advisory activities, investment philosophy, client types, fee structure or external affiliations in the source material. That absence limits visibility into how Agecroft positions itself in the market or the client segments it targets.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Donald Steinbrugge
CEO & FounderCRD 1285324
Contacts
3 of 8
William Tune
AssociateCRD 8247957

Andrew Feldman
Managing DirectorCRD 1147411

Corey Kennedy
DirectorCRD 7317309
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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