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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 |
| 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 | 5.4 |
| 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 | 77.9 |
| 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 | 30.5 |
| 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 | 277.6 |
| 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 | 3.0 |
| 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 | 81.0 |
| 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 | 141.2 |
| 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 | 63.8 |
| Filed 2024-11-18 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $40,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | ASP Navigator I LLC | 2024-03-29 | 3.3 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 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 | |
| Paul Grassinger | Executive Officer | 25 | 2 | |
| Rui Gao | Executive Officer | 13 | 2 | |
| Vishal Sheth | Executive Officer | 13 | 2 | |
| Matthew Hall | Executive Officer | 12 | 2 | |
| Paul Barrett | Executive Officer | 10 | 2 | |
| Kirk Griswold | Executive Officer | 8 | 2 | |
| Steven Morgenthal | Executive Officer | 8 | 2 | |
| Donald Charlton | Executive Officer | 5 | 2 | |
| Keven Shanahan | Executive Officer | 5 | 2 | |
| Zachary Furman | Executive Officer | 4 | 2 | |
| Argosy Real Estate Management LP | Promoter | 3 | 2 | |
| Argosy Real Estate Partners III GP LP | Executive Officer | 2 | 2 | |
| Richard Schwenk Jr | Executive Officer | 4 | 1 | |
| Sherry Gao | Executive Officer | 3 | 1 | |
| Argosy Management LP | Executive Officer | 2 | 1 | |
| Argosy Real Estate Manager LP | Promoter | 1 | 1 | |
| Argosy Real Estate Partners II GP LP | Executive Officer | 1 | 1 | |
| S Sarah Roth | Executive Officer | 1 | 1 | |
| Argosy Associates 7 LLC | Executive Officer | 1 | 1 |
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