Agecroft Partners, LLC

Broker-DealerFINRA MemberEst. 2006
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 limited liability company and is classified in the FINTRX snapshot as a placement agent. The firm appears to be privately owned (owner type listed as individual) and shows an SEC registration date of 2006. The available record designates it as not a capital allocator. Regulatory and service attributes reported in the snapshot are sparse. The firm is not identified as an active ESG investor, is not listed as a multi-state adviser, and is not described as a pension consultant or related adviser. Fields for business activities, advisory activities, client base and fee structure were not populated in the source record. The firm has five office locations reported, although no office addresses or domicile city were provided in the data. Public disclosures in the snapshot did not include client account counts or AUM figures, and the firm did not supply information for the activities and affiliations section.

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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