Agecroft Partners, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
9
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 has been SEC-registered since 2006. The firm is owner-operated (individual owner) and is classified in the available records as "unclassified." Public filings indicate it does not act as a capital allocator and it does not identify as an active ESG investor. It is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the summary data provided. The firm has not supplied additional detail about its advisory activities, investment philosophy, client types, fee structure or external affiliations in the source material. That absence limits visibility into how Agecroft positions itself in the market or the client segments it targets.

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 8
  • William Tune

    William Tune

    AssociateCRD 8247957

  • Andrew Feldman

    Andrew Feldman

    Managing DirectorCRD 1147411

  • Corey Kennedy

    Corey Kennedy

    DirectorCRD 7317309

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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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