Argosy Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wayne, PA. Its latest Form ADV filing, dated April 30, 2026, reports $3.7B in regulatory assets under management, 82 employees, 4 offices, and 51 accounts.
Assets Under Management
$3.7B
Employees
82
Offices
4 offices
Total Clients
51
Primary office
WAYNE, PA
900 WEST VALLEY ROAD, SUITE 1000, WAYNE, PA, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
51
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.7Bas of April 30, 2026
Discretionary80.9%
$3.0B
81% of total RAUM80.9%
Non-discretionary19.1%
$716M
19% of total RAUM19.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.7B
Total Accounts51
10Y AUM Change+$2.4B (+181.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees82
Clients per Employee1:1
10Y Employee Change+47 (+134.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.