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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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