Agecroft Partners, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Richmond, Virginia
CRD number
139227
Registered since
June 22, 2006

Firm profile

FINTRX

Overview

Agecroft Partners, LLC is an investment adviser organized as a limited liability company and registered with the SEC in 2006. The firm is privately held by individual owner(s) and is listed in filings under an "unclassified" adviser type. Publicly reported firm attributes indicate Agecroft Partners, LLC does not serve as a capital allocator, does not identify as an active ESG investor, and is not designated as a multistate adviser. It also does not list itself as a pension consultant or as a related adviser in the available records. Fields for client base, fee structure and detailed advisory activities are not populated in the source dataset.

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 7
  • Andrew Feldman

    Andrew Feldman

    Managing DirectorCRD 1147411

  • Corey Kennedy

    Corey Kennedy

    DirectorCRD 7317309

  • William Clarke

    William Clarke

    DirectorCRD 6740291

Unlock 4 more contacts

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