# Argosy Capital

> 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.

- CRD: 160212
- Filed as: ARGOSY CAPITAL
- Legal name: Argosy Capital Group, LLC
- Also doing business as: 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
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wayne, PA
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160212
- AdvisorCensus page: https://advisorcensus.com/firm/argosy-capital-wayne-pa-160212

## Quick answers

**How is Argosy Capital compensated?**
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.

**Where is Argosy Capital located?**
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).

**Is Argosy Capital registered with the SEC or a state?**
Argosy Capital is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160212.

**How much does Argosy Capital manage?**
Argosy Capital reports $3,725,970,530 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (81% discretionary).

**How have Argosy Capital's assets and staff changed since 2021?**
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.

**What types of clients does Argosy Capital serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (51).

**Does Argosy Capital report any disciplinary disclosures?**
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

**What changed in Argosy Capital's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 51 to 60.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $3,725,970,530
- Discretionary: $3,010,246,549
- Non-discretionary: $715,723,981

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 51 | $3,725,970,530 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 82 total, 60 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Denver, CO
- New York, NY
- San Francisco, CA
- Wayne, PA

### Websites listed on Form ADV (Item 1.I)
- argosycapital.com
- argosycredit.com
- argosyhp.com
- argosype.com
- argosyprivateequity.com
- argosyrep.com
- argosysp.com
- LinkedIn @ARGOSY-CREDIT-PARTNERS
- LinkedIn @ARGOSY-PARTNERS
- LinkedIn @ARGOSY-REAL-ESTATE
- LinkedIn @argosy-health-care-partners
- LinkedIn @argosystrategicpartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,697,726,115 | 40 | June 28, 2021 |
| October 2022 | $2,682,728,125 | 55 | July 6, 2022 |
| October 2023 | $3,152,086,091 | 63 | June 30, 2023 |
| October 2024 | $3,372,318,250 | 66 | July 1, 2024 |
| October 2025 | $3,450,301,070 | 72 | July 2, 2025 |
| October 2026 | $3,725,970,530 | 82 | June 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 51 to 60.

### February 2026
- Changed its legal name from Argosy Capital Group, Inc. to Argosy Capital Group, LLC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Argosy Capital (CRD 160212): Form ADV filing data as of October 2026.