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Argosy Capital Group Inc
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CRD # | 160212 |
SEC # | 801-73958 |
CIK # | |
AUM | $3.1 BB (2023-03-30) |
Employees | 63 (60% Investors, 0% Brokers) |
Phone | 610-971-9685 |
Address | 900 West Valley Road Wayne, PA 19087 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($BB) |
---|
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
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 | 45 | 3.1 |
(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 | 45 | 3.1 |
By Discretionary | ||
Discretionary | 44 | 2.6 |
Non-Discretionary | 1 | 0.5 |
Total | 45 | 3.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 3.1 | |
Total | 45 | 3.1 |
Form D Directors | # Filings | # Firms | 2011 - 2023 | |
---|---|---|---|---|
John Broderick | 23 | |||
David Butler | 57 | |||
Andrew Stewart | 43 | |||
John Kirwin III | 19 | |||
Christopher Kim | 3 | |||
Michael Bailey | 31 | |||
Sarah Roth | 30 | |||
Paul Grassinger | 25 | |||
John Kirwin | 22 | |||
Vishal Sheth | 11 | |||
View All |
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