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ARGOSY CAPITAL

WAYNE, PA · CRD 160212 · IAPD ↗ · 610-971-9685

$3.73BRegulatory AUM
60Advisory reps
82Employees
0Clients
n/aPlanning clients
51Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

64
April 2026 — ARGOSY CAPITAL grew from 51 to 60 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
15
April 2024 — ARGOSY CAPITAL changed its website from argosyprivateequity.com to argosycapital.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
64
April 2024 — ARGOSY CAPITAL grew from 38 to 47 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.