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| Argosy Capital Group LLC
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|---|---|
| CRD # | 160212 |
| SEC # | 801-73958 |
| CIK # | |
| AUM | $3.7 B (2026-06-30) |
| Employees | 82 (73% Investors, 0% Brokers) |
| Phone | 610-971-9685 |
| Address | 900 West Valley Road Wayne, PA 19087 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Ahp-Is Holdings LLC | [2026-03-30] | 2.4 | 6.6 |
| PE | Ahp-Orss Holdings LLC | [2026-03-30] | 2.3 | 5.4 |
| PE | Argosy Credit Partners III LP | [2026-03-30] | 61.5 | 77.9 |
| PE | Argosy Investment Partners 7 LP | [2026-03-30] | 30.4 | 30.5 |
| PE | Argosy Investment Partners SBIC 7 LP | [2026-03-30] | 129.0 | 277.6 |
| PE | AHP NMS Co-Invest LLC | [2025-03-28] | 2.8 | 3.0 |
| RE | AREP V BTR SE Co-Invest LP | [2025-03-28] | 36.0 | 81.0 |
| PE | Argosy Strategic Partners III LP | [2025-03-28] | 136.8 | 141.2 |
| PE | Argosy Healthcare Partners I LP | [2024-03-29] | 40.6 | 63.8 |
| PE | ASP Navigator I LLC | 2024-03-29 | 3.3 | |
| 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 | 51 | 3.7 |
| (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 | 51 | 3.7 |
| By Discretionary | ||
| Discretionary | 50 | 3.0 |
| Non-Discretionary | 1 | 0.7 |
| Total | 51 | 3.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.7 | |
| Total | 51 | 3.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Butler | 77 | 4 | ||
| John Broderick | 24 | 4 | ||
| Andrew Stewart | 61 | 3 | ||
| Michael Bailey | 37 | 3 | ||
| John Kirwin III | 19 | 3 | ||
| Lane Wiggers | 12 | 3 | ||
| Amachie Ackah | 11 | 3 | ||
| Christopher Kim | 6 | 3 | ||
| Sarah Roth | 39 | 2 | ||
| John Kirwin | 27 | 2 | ||
| View All | ||||
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|---|---|---|
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NY | 4.3 |
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HSBC Securities USA Inc
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Harbor Group International LLC
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|
M-One Capital Management LLC
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NE | 3.8 |
|
Proterra Investment Partners LP
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TX | 3.3 |
|
WP Global Partners LLC
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IL | 3.0 |