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 listed as 2006). The firm is classified as a placement agent rather than a capital allocator or discretionary investment manager. Ownership is recorded as individual ownership. The snapshot data indicates Agecroft does not identify as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser activity. Detailed descriptions of its specific business lines or advisory services were not provided in the source material.
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
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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