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 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
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 3RUI 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
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