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Argosy Capital Group, LLC

● SEC registered since 2012CRD 160212SEC# 801-73958Wayne, PA
Export (members)
Ranks #1,573 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$3.73B
Fund GAV
$3.73B
Private funds
51
Employees
82
Accounts
51
Location
Wayne, PA

Argosy Capital Group, LLC assets under management

Argosy Capital Group, LLC is an SEC-registered investment adviser based in Wayne, PA. The firm has been registered since 2012. It reports $3.7 billion in regulatory assets under management and employs 82 people. Argosy Capital Group, LLC manages 51 private funds with combined gross assets of $3.7 billion, including Odyssey Capital Group, L.P. By regulatory assets, it ranks 1,573 of 6,004 private fund managers.

Argosy Capital Group, LLC private funds

51 funds · $3.73B GAV
FundTypeGross assetsMin.
Odyssey Capital Group, L.P.Other Private$715.7M
Argosy Real Estate Partners V, L.P.Real Estate$448.3M$100K
Argosy Investment Partners Sbic VI, L.P.Private Equity$406.7M$250K
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Argosy Capital Group, LLC owners & executives

4 reported
NameTitleOwnershipSince
Bruce Evans Terker ControlManager Of Argosy Capital Group, LlcOver 75%2026
Melanie Cafe Lyren ControlChief Compliance OfficerUnder 5%2016
Rui Gao ControlCfo Of Argosy Capital Group, LlcUnder 5%2026
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Frequently asked questions

How much does Argosy Capital Group, LLC manage?

Argosy Capital Group, LLC reports $3.7 billion in regulatory assets under management on its Form ADV.

How many private funds does Argosy Capital Group, LLC manage?

Argosy Capital Group, LLC manages 51 private funds with combined gross assets of $3.7 billion.

How many employees does Argosy Capital Group, LLC have?

Argosy Capital Group, LLC reports 82 employees.

Where is Argosy Capital Group, LLC located?

Argosy Capital Group, LLC is based in Wayne, PA and has been SEC-registered since 2012.

Does Argosy Capital Group, LLC disclose fund performance?

Argosy Capital Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address900 West Valley Road, Suite 1000, Wayne, PA 19087
Phone610-971-9685
Fax484-367-7786
Office hours9a.m.- 5:30p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$3.73B▲ 7%
Mar '25 — $3.48BApr '25 — $3.48BMay '25 — $3.45BJun '25 — $3.45BJul '25 — $3.45BAug '25 — $3.45BSep '25 — $3.45BOct '25 — $3.45BNov '25 — $3.45BDec '25 — $3.45BJan '26 — $3.45BFeb '26 — $3.45BMar '26 — $3.72BApr '26 — $3.74BMay '26 — $3.74BJun '26 — $3.73B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
AUM vs fund managersTop 26%
Larger than 74% of 6,004 private-fund managers
Number of fundsTop 4%
More funds than 96% of fund managers
EmployeesTop 8%
More than 92% of 16,825 advisers

Assets under management

$3.73Bregulatory AUM
Discretionary $3.01BNon-discretionary $715.7M

Fund type mix

Real Estate28
Private Equity22
Other Private1