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 a limited liability company that is registered with the SEC and has been active since 2006. The firm operates as a placement agent rather than as an investment manager: it is classified as a placement agent, is not a capital allocator, and is owned by an individual. The record indicates the firm is not organized as a multi-state adviser, is not positioned as an ESG-active investor, and is not identified as a pension consultant or related adviser.
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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