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 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

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