Argosy Capital Group, Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 160212
· SEC file 801-73958
· Wayne, PA
· WWW.ARGOSYHP.COM
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ADV data as of Jun 30, 2026
- Regulatory AUM
- $3.7B
- Discretionary
- $3.0B
- Clients
- 51
- Avg AUM / client
- $73.1M
- Accounts
- 51
- Employees
- 82
AUM over time
$505M
$3.7B
Dec 2011
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 51 | $3.7B | 100.0% |
Private funds (45)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $3.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Odyssey Capital Group, L.P. | Private Equity Fund | Pennsylvania | $615M | 6 |
| Argosy Real Estate Partners V, L.P. master | Real Estate Fund | Delaware | $545M | 405 |
| Argosy Investment Partners Sbic Vi, L.P. | Private Equity Fund | Delaware | $341M | 100 |
| Argosy Investment Partners V, L.P. | Private Equity Fund | Delaware | $321M | 87 |
| Argosy Real Estate Opportunity Zone I, L.P. | Real Estate Fund | Delaware | $300M | 202 |
| Argosy Real Estate Partners Iv, L.P. | Real Estate Fund | Delaware | $149M | 205 |
| Argosy Real Estate Build For Rent Co Investment, Lp | Real Estate Fund | Delaware | $143M | 21 |
| Argosy Strategic Partners Ii, Lp | Private Equity Fund | Delaware | $102M | 68 |
| Argosy Real Estate Partners Iv Ms, L.P. | Real Estate Fund | Delaware | $90.1M | 133 |
| Argosy Investment Partners Vi, L.P. | Private Equity Fund | Delaware | $75.8M | 42 |
| Argosy Credit Partners Ii, L.P. | Private Equity Fund | Delaware | $75.2M | 83 |
| Argosy Real Estate Income & Growth I, L.P. | Real Estate Fund | Delaware | $74.2M | 73 |
| Argosy Real Estate Opportunity Zone Ii, Lp | Real Estate Fund | Delaware | $72.1M | 77 |
| Argosy Investment Partners Iv, L.P. | Private Equity Fund | Delaware | $65.0M | 66 |
| Argosy Healthcare Partners I, L.P. | Private Equity Fund | Delaware | $42.7M | 33 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Griswold, Kirk, Brewster | Secretary Of Argosy Capital Group, Inc. | Jan 2014 (13y) | Less than 5% | |
| Terker, Bruce, Evans | Sole Director Of Argosy Capital Group, Inc. | Jan 2014 (13y) | 75% or more | |
| Lyren, Melanie, Cafe | Chief Compliance Officer | Jul 2016 (10y) | Less than 5% | |
| Kirwin, John, Paul | Executive Chairman Of Argosy Capital Group, Inc. | Jan 2022 (5y) | Less than 5% | |
| Roth, Sarah, Gibson | Ceo Of Argosy Capital Group, Inc. | Jan 2022 (5y) | Less than 5% | |
| Gao, Rui | Cfo Of Argosy Capital Group, Inc. | Apr 2023 (3y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (45, $3.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Odyssey Capital Group, L.P. | Private Equity Fund | $615M | $0 | 6 |
| Argosy Real Estate Partners V, L.P. | Real Estate Fund | $545M | $100K | 405 |
| Argosy Investment Partners Sbic Vi, L.P. | Private Equity Fund | $341M | $250K | 100 |
| Argosy Investment Partners V, L.P. | Private Equity Fund | $321M | $150K | 87 |
| Argosy Real Estate Opportunity Zone I, L.P. | Real Estate Fund | $300M | $100K | 202 |
| Argosy Real Estate Partners Iv, L.P. | Real Estate Fund | $149M | $100K | 205 |
| Argosy Real Estate Build For Rent Co Investment, Lp | Real Estate Fund | $143M | $200K | 21 |
| Argosy Strategic Partners Ii, Lp | Private Equity Fund | $102M | $100K | 68 |
| Argosy Real Estate Partners Iv Ms, L.P. | Real Estate Fund | $90.1M | $250K | 133 |
| Argosy Investment Partners Vi, L.P. | Private Equity Fund | $75.8M | $100K | 42 |
| Argosy Credit Partners Ii, L.P. | Private Equity Fund | $75.2M | $100K | 83 |
| Argosy Real Estate Income & Growth I, L.P. | Real Estate Fund | $74.2M | $100K | 73 |
| Argosy Real Estate Opportunity Zone Ii, Lp | Real Estate Fund | $72.1M | $100K | 77 |
| Argosy Investment Partners Iv, L.P. | Private Equity Fund | $65.0M | $50.0K | 66 |
| Argosy Healthcare Partners I, L.P. | Private Equity Fund | $42.7M | $50.0K | 33 |
| Argosy Investment Partners Parallel V, L.P. | Private Equity Fund | $29.5M | $4.0M | 5 |
| Argosy Real Estate Partners I, L.P. | Real Estate Fund | $28.0M | $50.0K | 34 |
| Arep V Sfr Co Investment Fund, Lp | Real Estate Fund | $23.1M | $50.0K | 33 |
| Argosy Scrg, Llc | Private Equity Fund | $22.3M | $0 | 17 |
| Argosy Real Estate Partners Iii, L.P. | Real Estate Fund | $22.0M | $100K | 96 |
| Aroz I Scottsdale Hotel Investor Qof, L.P. | Real Estate Fund | $21.4M | $50.0K | 44 |
| Arig Cube Co Invest, Lp | Real Estate Fund | $20.7M | $50.0K | 38 |
| Argosy Strategic Partners I, L.P. | Private Equity Fund | $20.4M | $0 | 7 |
| Argosy Real Estate Parallel Partners, Iii Ms, L.P. | Real Estate Fund | $19.4M | $250K | 101 |
| Argosy Credit Partners Ii Annex Fund, L.P. | Private Equity Fund | $19.1M | $50.0K | 26 |
Top 25 of 45 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 12.7 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗