{
  "crd_number": 160212,
  "slug": "argosy-capital-wayne-pa-160212",
  "primary_business_name": "ARGOSY CAPITAL",
  "legal_name": "ARGOSY CAPITAL GROUP, LLC",
  "dbas": [
    "ARGOSY CREDIT MANAGEMENT, L.P. (RELYING ADVISER)",
    "ARGOSY CREDIT PARTNERS",
    "ARGOSY HEALTHCARE MANAGEMENT, LLC (RELYING ADVISER)",
    "ARGOSY HEALTHCARE PARTNERS",
    "ARGOSY MANAGEMENT, LP (RELYING ADVISER)",
    "ARGOSY PRIVATE EQUITY",
    "ARGOSY REAL ESTATE MANAGEMENT, LP (RELYING ADVISER)",
    "ARGOSY REAL ESTATE PARTNERS",
    "ARGOSY STRATEGIC MANAGEMENT, L.P. (RELYING ADVISER)",
    "ARGOSY STRATEGIC PARTNERS"
  ],
  "city": "Wayne",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-03-23",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-06-30",
  "carried_forward": false,
  "raum_total": 3725970530.0,
  "raum_discretionary": 3010246549.0,
  "raum_non_discretionary": 715723981.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 82,
  "advisory_employees": 60,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": null,
      "count": 0
    },
    "individuals": {
      "raum": null,
      "count": 0
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": null,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 3725970530.0,
      "count": 51
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": 0
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "NY",
    "PA"
  ],
  "websites": [
    "https://argosycapital.com",
    "https://argosycredit.com",
    "https://argosyhp.com",
    "https://argosype.com",
    "https://argosyprivateequity.com",
    "https://argosyrep.com",
    "https://argosysp.com",
    "https://linkedin.com/COMPANY/ARGOSY-CREDIT-PARTNERS",
    "https://linkedin.com/COMPANY/ARGOSY-PARTNERS",
    "https://linkedin.com/COMPANY/ARGOSY-REAL-ESTATE",
    "https://linkedin.com/company/argosy-health-care-partners",
    "https://linkedin.com/company/argosystrategicpartners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160212",
  "city_as_filed": "WAYNE",
  "url": "https://advisorcensus.com/firm/argosy-capital-wayne-pa-160212",
  "display_name": "Argosy Capital",
  "summary": "Argosy Capital is an SEC-registered investment advisory firm in Wayne, PA, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 30, 2026.",
  "citation": "AdvisorCensus. Argosy Capital (CRD 160212): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Argosy Capital compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Argosy Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Argosy Capital located?",
      "a": "Argosy Capital's principal office is in Wayne, PA, according to its Form ADV; the July 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Argosy Capital registered with the SEC or a state?",
      "a": "Argosy Capital is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160212."
    },
    {
      "q": "How much does Argosy Capital manage?",
      "a": "Argosy Capital reports $3,725,970,530 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (81% discretionary)."
    },
    {
      "q": "How have Argosy Capital's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Argosy Capital: Regulatory assets under management: $1,697,726,115 in the October 2021 data and $3,725,970,530 in the October 2026 data, up 119%. Total employees: 40 in October 2021 and 82 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Argosy Capital serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (51)."
    },
    {
      "q": "Does Argosy Capital report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160212"
    },
    {
      "q": "What changed in Argosy Capital's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 51 to 60."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1697726115.0,
      "total_employees": 40,
      "filing_date": "2021-06-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2682728125.0,
      "total_employees": 55,
      "filing_date": "2022-07-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 3152086091.0,
      "total_employees": 63,
      "filing_date": "2023-06-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3372318250.0,
      "total_employees": 66,
      "filing_date": "2024-07-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 3450301070.0,
      "total_employees": 72,
      "filing_date": "2025-07-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3725970530.0,
      "total_employees": 82,
      "filing_date": "2026-06-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 51 to 60."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Changed its legal name from Argosy Capital Group, Inc. to Argosy Capital Group, LLC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/argosy-capital-wayne-pa-160212.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 51,
      "fewer_than_5": false,
      "raum": 3725970530.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160212",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}