Argosy Capital Group Inc

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Argosy Capital Group Inc ✚
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) Copy

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
PE	Argosy SCRG LLC	[2023-03-30]	7.4	33.3
RE	ARIG Cube Co-Invest LP	[2023-03-30]	15.1	20.9
RE	ARIG Wynwood Co-Invest LLC	[2023-03-30]	10.9	10.9
RE	Argosy Real Estate Build-For-Rent Co-Investment LP	[2022-03-30]	110.0	138.1
RE	Argosy Real Estate Opportunity Zone Parallel I LP	[2022-03-30]	2.6	2.7
RE	Argosy Real Estate Partners Parallel V LP	[2022-03-30]	6.3	7.1
RE	Argosy Real Estate Partners V LP	[2022-03-30]	465.7	526.3
PE	Argosy Strategic Partners II LP	[2022-03-30]	56.6	98.7
RE	ARIG Tewksbury Co-Invest LLC	[2022-03-30]	1.8	1.7
RE	AROZ I Bozeman Co-Investor QOF LP	[2022-03-30]	3.0	5.4
RE	AROZ I Parachute 1009 Co-Investor QOF LP	[2022-03-30]	4.0	4.1
PE	Argosy Credit Partners II Annex Fund LP	[2021-03-30]	16.5	20.3
PE	Argosy Credit Partners II LP	[2021-03-30]	58.0	81.0
PE	Argosy Investment Partners SBIC VI LP	[2021-03-30]	175.0	368.1
PE	Argosy Investment Partners VI LP	[2021-03-30]	30.6	82.6
PE	ACP JW LP	2020-03-30		2.3
RE	Argosy Real Estate Opportunity Zone I LP	[2020-03-30]	298.0	312.9
PE	Argosy Strategic Partners I LP	2020-03-30		18.3
RE	ARIG 3340 Shipley Co-Invest LLC	2020-03-30		0.0
RE	AROZ I BB Investor QOF LP	[2020-03-30]	10.3	5.9
RE	AROZ I Birdie QOF LLC	[2020-03-30]	3.5	2.0
RE	AROZ I MOYA Co-Investor QOF LP	[2020-03-30]	3.9	16.3
RE	AROZ I Scottsdale Hotel Investor QOF LP	[2020-03-30]	12.8	21.3
RE	Argosy Real Estate Income & Growth I LP	[2019-03-28]	72.2	66.5
RE	ARIG 150 Co-Invest LLC	2019-03-28		4.6
RE	ARIG Lakewood Co-Invest LLC	2019-03-28		2.5
PE	HM Fox LP	2018-03-30		0.0
RE	Argosy Real Estate Partners IV LP	[2017-03-28]	169.2	135.9
RE	Argosy Real Estate Partners Iv-Ms LP	[2017-03-28]	94.0	81.6
RE	Argosy Real Estate Partners Parallel IV LP	[2017-03-28]	14.7	11.8
RE	are Jongsma LLC	2016-03-29		0.0
RE	AREP III Kapiolani Co-Investor LP	2016-03-29		6.4
PE	Argosy Credit Partners LP	[2016-03-29]	17.4	5.7
PE	Argosy Investment Partners Parallel V LP	[2016-03-29]	22.0	22.1
RE	Argosy Real Estate Parallel Partners Iii-Ms LP	2015-04-29		12.0
RE	Argosy Real Estate Parallel Partners Iii-Qp LP	[2015-04-29]	200.0	7.6
RE	Argosy Real Estate Parallel Partners LP	[2015-04-29]		0.0
PE	Argosy Investment Partners V LP	[2015-03-30]	138.9	237.1
RE	Argosy Real Estate Partners III LP	[2014-03-28]	200.0	13.9
RE	ARE- Huntington LP	2012-02-14		0.0
RE	are VII- Ontario LP	2012-02-14		0.0
PE	Argosy Investment Partners III LP	2012-02-14		0.2
PE	Argosy Investment Partners II LP	2012-02-14		0.1
PE	Argosy Investment Partners IV LP	2012-02-14		43.4
PE	Argosy Investment Partners LP	2012-02-14		1.2
RE	Argosy Real Estate IV LP	2012-02-14		0.0
RE	Argosy Real Estate Partners II LP	[2012-02-14]		0.0
RE	Argosy Real Estate Partners I LP	2012-02-14		27.7
RE	Argosy Real Estate Partners LP	[2012-02-14]		0.0
RE	Argosy Real Estate V LP	2012-02-14		0.0
PE	Odyssey Capital Group LP	2012-02-14		631.8
PE	PF 01	2012-02-14		0.7
PE	PF 02	2012-02-14		10.2
RE	PF 03	2012-02-14		4.2
RE	PF 04	2012-02-14		7.1
RE	PF 05	2012-02-14		6.9
RE	PF 06	2012-02-14		3.6
RE	PF 09	2012-02-14		7.8
PE	PF 10	2012-02-14		6.6
PE	PF 11	2012-02-14		18.6
PE	PF 12	2012-02-14		4.0
RE	PF 17	2012-02-14		2.7
RE	PF 18	2012-02-14		2.1
RE	PF 20	[2012-02-14]		10.6
RE	PF 25	2012-02-14		2.0
PE	PF 26	2012-02-14		0.3

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

Comparable Firms	State	AUM ($B)
McCarthy Partners Management LLC ✚	NE	4.1
ACRE Manager LLC ✚	NY	3.6
Brentwood Private Equity LLC ✚	CA	3.3
HSBC Securities USA Inc ✚	NY	3.2
WP Global Partners LLC ✚	IL	3.1
Lubert-Adler Management Company LP ✚	PA	3.0
Peterson Partners LLC ✚	UT	2.9
Marble Capital LP ✚	TX	2.8
Capital Dynamics Inc ✚	NY	2.8
Bow River Asset Management LLC ✚	CO	2.7

Argosy Capital Group Inc

Assets, Funds, Holdings