Argosy Capital Group LLC

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Argosy Capital Group LLC ✚
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) Copy

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
PE	AHP Hudson LLC	[2023-03-30]	6.7	6.4
PE	AHP SCM LLC	[2023-03-30]	5.8	0.7
RE	AREP V SFR Co-Investment Fund LP	[2023-03-30]	23.6	27.7
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]	82.6	83.0
PE	Argosy SCRG LLC	[2023-03-30]	7.4	32.5
RE	ARIG Cube Co-Invest LP	[2023-03-30]	15.1	22.1
RE	ARIG Wynwood Co-Invest LLC	[2023-03-30]	10.9	11.5
RE	Argosy Real Estate Build-For-Rent Co-Investment LP	[2022-03-30]	110.0	126.6
RE	Argosy Real Estate Opportunity Zone Parallel I LP	[2022-03-30]	2.6	2.6
RE	Argosy Real Estate Partners Parallel V LP	[2022-03-30]	6.3	6.0
RE	Argosy Real Estate Partners V LP	[2022-03-30]	465.7	448.3
PE	Argosy Strategic Partners II LP	[2022-03-30]	56.6	83.3
RE	ARIG Tewksbury Co-Invest LLC	[2022-03-30]	1.8	2.0
RE	AROZ I Bozeman Co-Investor QOF LP	[2022-03-30]	3.0	4.5
RE	AROZ I Parachute 1009 Co-Investor QOF LP	[2022-03-30]	4.0	2.9
PE	Argosy Credit Partners II Annex Fund LP	[2021-03-30]	16.5	20.5
PE	Argosy Credit Partners II LP	[2021-03-30]	58.0	73.3
PE	Argosy Investment Partners SBIC VI LP	[2021-03-30]	175.0	406.7
PE	Argosy Investment Partners VI LP	[2021-03-30]	30.6	85.8
PE	ACP JW LP	2020-03-30		2.3
RE	Argosy Real Estate Opportunity Zone I LP	[2020-03-30]	298.0	297.8
PE	Argosy Strategic Partners I LP	2020-03-30		15.7
RE	ARIG 3340 Shipley Co-Invest LLC	2020-03-30		0.0
RE	AROZ I BB Investor QOF LP	[2020-03-30]	10.3	4.4
RE	AROZ I Birdie QOF LLC	[2020-03-30]	3.5	1.5
RE	AROZ I MOYA Co-Investor QOF LP	[2020-03-30]	3.9	13.6
RE	AROZ I Scottsdale Hotel Investor QOF LP	[2020-03-30]	12.8	22.1
RE	Argosy Real Estate Income & Growth I LP	[2019-03-28]	72.2	71.2
RE	ARIG 150 Co-Invest LLC	2019-03-28		4.2
RE	ARIG Lakewood Co-Invest LLC	2019-03-28		3.2
PE	HM Fox LP	2018-03-30		0.0
RE	Argosy Real Estate Partners IV LP	[2017-03-28]	169.2	107.0
RE	Argosy Real Estate Partners Iv-Ms LP	[2017-03-28]	94.0	63.8
RE	Argosy Real Estate Partners Parallel IV LP	[2017-03-28]	14.7	9.3
RE	are Jongsma LLC	2016-03-29		0.0
RE	AREP III Kapiolani Co-Investor LP	2016-03-29		5.6
PE	Argosy Credit Partners LP	[2016-03-29]	17.4	4.6
PE	Argosy Investment Partners Parallel V LP	[2016-03-29]	22.0	14.0
RE	Argosy Real Estate Parallel Partners Iii-Ms LP	2015-04-29		10.6
RE	Argosy Real Estate Parallel Partners Iii-Qp LP	[2015-04-29]	200.0	6.8
RE	Argosy Real Estate Parallel Partners LP	[2015-04-29]		0.0
PE	Argosy Investment Partners V LP	[2015-03-30]	138.9	141.6
RE	Argosy Real Estate Partners III LP	[2014-03-28]	200.0	12.4
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		35.9
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]	60.0	0.0
RE	Argosy Real Estate Partners I LP	2012-02-14		28.1
RE	Argosy Real Estate Partners LP	[2012-02-14]		0.0
RE	Argosy Real Estate V LP	2012-02-14		0.0
Other	Odyssey Capital Group LP	2012-02-14		715.7
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	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	# Filings	# Firms
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

Comparable Firms	State	AUM ($B)
Quilvest Capital Partners Management LLC ✚	NY	4.3
MAM Americas Inc ✚	NY	4.3
Bow River Asset Management LLC ✚	CO	4.2
Brentwood Private Equity LLC ✚	CA	4.0
HSBC Securities USA Inc ✚	NY	3.8
Harbor Group International LLC ✚	VA	3.8
M-One Capital Management LLC ✚	NE	3.8
Proterra Investment Partners LP ✚	MN	3.7
Marble Capital LP ✚	TX	3.3
WP Global Partners LLC ✚	IL	3.0

Argosy Capital Group LLC

Assets, Funds, Holdings