Argonaut Private Capital, LP

RIASEC RegisteredEst. 2016
Total AUM
$3B
Discretionary
$1.7B
56% of AUM
Avg account
$376M
Accounts
8
Employees
23
Advisory reps
4

Firm details

Headquarters
Tulsa, Oklahoma
CRD number
283878
Registered since
May 6, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Argonaut Private Capital, LP is a limited partnership that registers with the SEC and operates as a private equity fund sponsor and adviser to pooled investment vehicles. The firm focuses on institutional clients and generates revenue through asset-based fees and performance-linked fees. Its advisory activity centers on managing private pooled vehicles, and it also serves as a general partner/managing member of those vehicles. Argonaut is not identified as an active ESG investor and is not structured as a multi-state adviser or a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Philip VanTrease

    Philip VanTrease

    CFOCRD 6644272

  • Patrick Sullivan

    Patrick Sullivan

    Chief Compliance OfficerCRD 6644273

  • Steven Mitchell

    Steven Mitchell

    Chief Executive Officer & Managing DirectorCRD 5328228

Contacts

1 of 1
  • Kelby Hagar

    Kelby Hagar

    President & Managing DirectorCRD 7090495

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Tulsa, OK

Tulsa

Location

Tulsa, OK

Headquartered in Tulsa, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.

Metro area
Tulsa-Muskogee-Bartlesville, OK
Region
South
County
Tulsa
Address
7030 S Yale Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth