Argosy Capital
Firm details
- Headquarters
- Wayne, Pennsylvania
- CRD number
- 160212
- Registered since
- March 23, 2012
- Website
- argosycapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Argosy Capital is an LLC that operates as a manager of pooled investment vehicles, focusing on private fund strategies. Registered with the SEC in 2012, the firm positions itself as a manager and sponsor—serving as GP and managing member of its pooled vehicles—rather than a traditional wealth manager. Its client base is institutional, and its economics combine percentage-of-AUM fees with performance-based compensation. Argosy does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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 1Bruce Terker
ManagerCRD 4365459
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Kathmere Capital Management, LLC
RIAWayne, PA
Renovus Associates, LLC
RIAWayne, PA
Hartford Funds
RIAWayne, PA
Conestoga Capital Advisors, LLC
RIAWayne, PA
Retirement And Wealth At Alliant, LLC
RIAWayne, PA
Harvest Fund Advisors LLC
RIAWayne, PA