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 is registered with the SEC (registration year 2006). FINTRX classifies the firm as a placement agent rather than a capital allocator or discretionary investment manager. The firm is owned by an individual and, according to the dataset, does not position itself as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. As a placement agent, the firm’s primary role is intermediary-focused — sourcing investors for private funds and helping managers with capital raising and placement processes — rather than running client investment portfolios or reporting institutional assets under management.
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 9
Andrew Feldman
Managing DirectorCRD 1147411
Cara Fleckenstein
Managing DirectorCRD 4405471

Douglas Rothschild
PresidentCRD 5048615
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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