ARGOSY CAPITAL

RIASEC RegisteredEst. 2012
Total AUM
$3.7B
Discretionary
$3B
81% of AUM
Avg account
$73.3M
Accounts
51
Employees
82
Advisory reps
4

Firm details

Headquarters
WAYNE, Pennsylvania
CRD number
160212
Registered since
March 23, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Argosy Capital is an LLC that operates as a pooled-vehicle manager focused on private markets. Registered with the SEC in 2012, the firm is structured as a private equity and real estate fund manager with a multifaceted mandate. Its client base is institutional, and it charges both a percentage-of-AUM fee and performance-based fees. Principal advisory activity centers on portfolio management for pooled investment vehicles, and the firm serves as sponsor/GP/managing member for the vehicles it runs. Argosy Capital is not identified as an active ESG investor and is not described as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • RUI GAO

    Chief Financial OfficerCRD 6628984

  • SARAH ROTH

    CEOCRD 3093322

  • Melanie Lyren

    Chief Compliance OfficerCRD 6690615

Contacts

1 of 1
  • BRUCE TERKER

    ManagerCRD 4365459

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

WAYNE, PA

DELAWARE

Location

WAYNE, PA

Headquartered in WAYNE, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
DELAWARE
Address
900 W Valley Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth