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| Argosy Capital Group LLC
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|---|---|
| CRD # | 160212 |
| SEC # | 801-73958 |
| CIK # | |
| AUM | 3,726.0 M (2026-06-30) |
| Employees | 82 (73% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | AUM |
|---|---|---|---|---|
| PE | Ahp-Is Holdings LLC | [2026-03-30] | 2.4 M | 6.6 M |
| Filed 2025-12-30 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $78,375 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Ahp-Orss Holdings LLC | [2026-03-30] | 2.3 M | 5.4 M |
| Filed 2025-12-30 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $20,900 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Argosy Credit Partners III LP | [2026-03-30] | 61.5 M | 77.9 M |
| Filed 2025-05-06 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Argosy Investment Partners 7 LP | [2026-03-30] | 30.4 M | 30.5 M |
| Filed 2025-12-19 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Argosy Investment Partners SBIC 7 LP | [2026-03-30] | 129.0 M | 277.6 M |
| Filed 2025-08-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | AHP NMS Co-Invest LLC | [2025-03-28] | 2.8 M | 3.0 M |
| Filed 2025-03-26 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | AREP V BTR SE Co-Invest LP | [2025-03-28] | 36.0 M | 81.0 M |
| Filed 2025-03-27 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $3,000,000 · Remaining Indefinite · Duration More than one year · Commission $405,000 · Net Assets Decline to Disclose | ||||
| PE | Argosy Strategic Partners III LP | [2025-03-28] | 136.8 M | 141.2 M |
| Filed 2026-03-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Commission $148,576 · Net Assets Decline to Disclose | ||||
| PE | Argosy Healthcare Partners I LP | [2024-03-29] | 40.6 M | 63.8 M |
| Filed 2024-11-18 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $40,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | ASP Navigator I LLC | 2024-03-29 | 3.3 M | |
| PE | AHP Hudson LLC | [2023-03-30] | 6.7 M | 6.4 M |
| Filed 2022-07-15 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | AHP SCM LLC | [2023-03-30] | 5.8 M | 0.7 M |
| Filed 2022-03-09 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $261,262 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | AREP V SFR Co-Investment Fund LP | [2023-03-30] | 23.6 M | 27.7 M |
| Filed 2023-06-23 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | AREP V SFR Co-Investment Parallel Fund LP | [2023-03-30] | 0.3 M | 0.3 M |
| Filed 2024-03-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Argosy Real Estate Opportunity Zone II LP | [2023-03-30] | 82.6 M | 83.0 M |
| Filed 2025-08-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Commission $329,402 · Net Assets Decline to Disclose | ||||
| PE | Argosy SCRG LLC | [2023-03-30] | 7.4 M | 32.5 M |
| Filed 2023-03-20 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | ARIG Cube Co-Invest LP | [2023-03-30] | 15.1 M | 22.1 M |
| Filed 2022-12-29 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $40,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | ARIG Wynwood Co-Invest LLC | [2023-03-30] | 10.9 M | 11.5 M |
| Offered $10,930,000 · Filed 2022-03-23 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Argosy Real Estate Build-For-Rent Co-Investment LP | [2022-03-30] | 110.0 M | 126.6 M |
| Filed 2022-07-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $200,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Argosy Real Estate Opportunity Zone Parallel I LP | [2022-03-30] | 2.6 M | 2.6 M |
| Filed 2021-12-23 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Argosy Real Estate Partners Parallel V LP | [2022-03-30] | 6.3 M | 6.0 M |
| Filed 2023-11-02 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Argosy Real Estate Partners V LP | [2022-03-30] | 465.7 M | 448.3 M |
| Filed 2023-11-02 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Remaining Indefinite · Duration More than one year · Commission $3,492,095 · Net Assets Decline to Disclose | ||||
| PE | Argosy Strategic Partners II LP | [2022-03-30] | 56.6 M | 83.3 M |
| Filed 2021-12-16 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $30,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | ARIG Tewksbury Co-Invest LLC | [2022-03-30] | 1.8 M | 2.0 M |
| Offered $1,800,000 · Filed 2022-03-23 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $900,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | AROZ I Bozeman Co-Investor QOF LP | [2022-03-30] | 3.0 M | 4.5 M |
| Filed 2021-03-01 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $200,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | AROZ I Parachute 1009 Co-Investor QOF LP | [2022-03-30] | 4.0 M | 2.9 M |
| Filed 2021-03-01 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Argosy Credit Partners II Annex Fund LP | [2021-03-30] | 16.5 M | 20.5 M |
| Filed 2022-05-05 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Argosy Credit Partners II LP | [2021-03-30] | 58.0 M | 73.3 M |
| Filed 2021-11-19 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Argosy Investment Partners SBIC VI LP | [2021-03-30] | 175.0 M | 406.7 M |
| Filed 2022-02-07 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Argosy Investment Partners VI LP | [2021-03-30] | 30.6 M | 85.8 M |
| Filed 2022-03-16 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Commission $70,755 · Net Assets Decline to Disclose | ||||
| PE | ACP JW LP | 2020-03-30 | 2.3 M | |
| RE | Argosy Real Estate Opportunity Zone I LP | [2020-03-30] | 298.0 M | 297.8 M |
| Filed 2021-12-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Commission $412,673 · Net Assets Decline to Disclose | ||||
| PE | Argosy Strategic Partners I LP | 2020-03-30 | 15.7 M | |
| RE | ARIG 3340 Shipley Co-Invest LLC | 2020-03-30 | ||
| RE | AROZ I BB Investor QOF LP | [2020-03-30] | 10.3 M | 4.4 M |
| Filed 2019-07-09 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | AROZ I Birdie QOF LLC | [2020-03-30] | 3.5 M | 1.5 M |
| Filed 2019-06-27 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $150,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | AROZ I MOYA Co-Investor QOF LP | [2020-03-30] | 3.9 M | 13.6 M |
| Filed 2020-01-08 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | AROZ I Scottsdale Hotel Investor QOF LP | [2020-03-30] | 12.8 M | 22.1 M |
| Filed 2020-03-10 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $40,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Argosy Real Estate Income & Growth I LP | [2019-03-28] | 72.2 M | 71.2 M |
| Filed 2021-04-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | ARIG 150 Co-Invest LLC | 2019-03-28 | 4.2 M | |
| RE | ARIG Lakewood Co-Invest LLC | 2019-03-28 | 3.2 M | |
| PE | HM Fox LP | 2018-03-30 | 0.0 M | |
| RE | Argosy Real Estate Partners IV LP | [2017-03-28] | 169.2 M | 107.0 M |
| Filed 2018-06-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Commission $673,807 · Net Assets Decline to Disclose | ||||
| RE | Argosy Real Estate Partners IV-MS LP | [2017-03-28] | 94.0 M | 63.8 M |
| Filed 2018-04-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Commission $1,690,151 · Net Assets Decline to Disclose | ||||
| RE | Argosy Real Estate Partners Parallel IV LP | [2017-03-28] | 14.7 M | 9.3 M |
| Filed 2018-06-29 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Commission $46,218 · Net Assets Decline to Disclose | ||||
| RE | are Jongsma LLC | 2016-03-29 | ||
| RE | AREP III Kapiolani Co-Investor LP | 2016-03-29 | 5.6 M | |
| PE | Argosy Credit Partners LP | [2016-03-29] | 17.4 M | 4.6 M |
| Offered $50,000,000 · Filed 2016-03-16 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $20,000 · Remaining $32,585,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Argosy Investment Partners Parallel V LP | [2016-03-29] | 22.0 M | 14.0 M |
| Offered $22,000,000 · Filed 2015-02-03 (D) · Exemption 506(b) · Minimum $4,000,000 · Duration One year or less · Commission $440,000 · Revenue Decline to Disclose | ||||
| RE | Argosy Real Estate Parallel Partners III-MS LP | 2015-04-29 | 10.6 M | |
| RE | Argosy Real Estate Parallel Partners III-QP LP | [2015-04-29] | 200.0 M | 6.8 M |
| Offered $200,000,000 · Filed 2015-04-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Duration More than one year · Commission $308,750 · Net Assets Decline to Disclose | ||||
| RE | Argosy Real Estate Parallel Partners LP | [2015-04-29] | 0.0 M | |
| PE | Argosy Investment Partners V LP | [2015-03-30] | 138.9 M | 141.6 M |
| Offered $138,888,900 · Filed 2015-04-09 (D/A) · Exemption 506(b) · Minimum $50,000 · Duration One year or less · Commission $430,000 · Revenue Decline to Disclose | ||||
| RE | Argosy Real Estate Partners III LP | [2014-03-28] | 200.0 M | 12.4 M |
| Offered $200,000,000 · Filed 2015-04-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Duration More than one year · Commission $308,750 · Net Assets Decline to Disclose | ||||
| RE | ARE- Huntington LP | 2012-02-14 | 0.0 M | |
| RE | are VII- Ontario LP | 2012-02-14 | ||
| PE | Argosy Investment Partners III LP | 2012-02-14 | 0.2 M | |
| PE | Argosy Investment Partners II LP | 2012-02-14 | 0.1 M | |
| PE | Argosy Investment Partners IV LP | 2012-02-14 | 35.9 M | |
| PE | Argosy Investment Partners LP | 2012-02-14 | 1.2 M | |
| RE | Argosy Real Estate IV LP | 2012-02-14 | ||
| RE | Argosy Real Estate Partners II LP | [2012-02-14] | 60.0 M | |
| Offered $250,000,000 · Filed 2011-08-11 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $25,000 · Remaining $190,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Argosy Real Estate Partners I LP | 2012-02-14 | 28.1 M | |
| RE | Argosy Real Estate Partners LP | [2012-02-14] | 0.0 M | |
| RE | Argosy Real Estate V LP | 2012-02-14 | ||
| Other | Odyssey Capital Group LP | 2012-02-14 | 715.7 M | |
| PE | PF 01 | 2012-02-14 | 0.7 M | |
| PE | PF 02 | 2012-02-14 | 10.2 M | |
| RE | PF 03 | 2012-02-14 | 4.2 M | |
| RE | PF 04 | 2012-02-14 | 7.1 M | |
| RE | PF 05 | 2012-02-14 | 6.9 M | |
| RE | PF 06 | 2012-02-14 | 3.6 M | |
| RE | PF 09 | 2012-02-14 | 7.8 M | |
| PE | PF 10 | 2012-02-14 | 6.6 M | |
| PE | PF 11 | 2012-02-14 | 18.6 M | |
| PE | PF 12 | 2012-02-14 | 4.0 M | |
| RE | PF 17 | 2012-02-14 | 2.7 M | |
| RE | PF 18 | 2012-02-14 | 2.1 M | |
| RE | PF 20 | [2012-02-14] | 10.6 M | |
| RE | PF 25 | 2012-02-14 | 2.0 M | |
| PE | PF 26 | 2012-02-14 | 0.3 M | |
| AUM Breakdown | Accounts | AUM ($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 | Executive Officer | 78 | 4 | |
| John Broderick | Executive Officer | 24 | 4 | |
| Andrew Stewart | Executive Officer | 61 | 3 | |
| Michael Bailey | Executive Officer | 39 | 3 | |
| John Kirwin III | Executive Officer | 19 | 3 | |
| Lane Wiggers | Executive Officer | 12 | 3 | |
| Amachie Ackah | Executive Officer | 11 | 3 | |
| Christopher Kim | Executive Officer | 6 | 3 | |
| Sarah Roth | Executive Officer | 39 | 2 | |
| John Kirwin | Executive Officer | 27 | 2 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional |
| Fund Types | Private Equity, Real Estate |
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