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| Argosy Capital Group Inc
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|
|---|---|
| CRD # | 160212 |
| SEC # | 801-73958 |
| CIK # | |
| AUM | $3.5 B (2025-07-02) |
| Employees | 72 (71% Investors, 0% Brokers) |
| Phone | 610-971-9685 |
| Address | 900 West Valley Road Wayne, PA 19087 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | AHP NMS Co-Invest LLC | [2025-03-28] | 2.8 | 2.9 |
| RE | AREP V BTR SE Co-Invest LP | [2025-03-28] | 36.0 | 47.0 |
| PE | Argosy Strategic Partners III LP | [2025-03-28] | 100.1 | 108.8 |
| PE | Argosy Healthcare Partners I LP | [2024-03-29] | 40.6 | 63.2 |
| PE | ASP Navigator I LLC | 2024-03-29 | 4.7 | |
| PE | AHP Hudson LLC | [2023-03-30] | 6.7 | 11.7 |
| PE | AHP SCM LLC | [2023-03-30] | 5.8 | 12.7 |
| RE | AREP V SFR Co-Investment Fund LP | [2023-03-30] | 23.6 | 27.0 |
| RE | AREP V SFR Co-Investment Parallel Fund LP | [2023-03-30] | 0.3 | 0.3 |
| RE | Argosy Real Estate Opportunity Zone II LP | [2023-03-30] | 75.9 | 83.7 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 47 | 3.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 47 | 3.5 |
| By Discretionary | ||
| Discretionary | 46 | 2.8 |
| Non-Discretionary | 1 | 0.6 |
| Total | 47 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 47 | 3.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| David Butler | 73 | |||
| John Broderick | 24 | |||
| Andrew Stewart | 51 | |||
| John Kirwin III | 19 | |||
| Christopher Kim | 6 | |||
| Sarah Roth | 35 | |||
| Michael Bailey | 35 | |||
| John Kirwin | 27 | |||
| Paul Grassinger | 25 | |||
| Vishal Sheth | 13 | |||
| View All | ||||
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