# ARGOSY CAPITAL GROUP, LLC

ARGOSY CAPITAL GROUP, LLC of WAYNE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 160212
- Type: SEC-registered investment adviser
- SEC file number: 801-73958
- Location: 900 WEST VALLEY ROAD, SUITE 1000, WAYNE, PA, 19087
- Phone: 610-971-9685
- Latest filing: 2026-06-30
- Regulatory AUM: $3.7B
- Discretionary AUM: $3.0B
- Non-discretionary AUM: $715.7M
- Clients: 82
- Accounts: 51

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| [Kirk Brewster Griswold](https://search.stillhousedata.com/person/471274) | SECRETARY OF ARGOSY CAPITAL GROUP, INC. | Wayne, PA |
| [Bruce Evans Terker](https://search.stillhousedata.com/person/665084) | MANAGER OF ARGOSY CAPITAL GROUP, LLC; SOLE DIRECTOR OF ARGOSY CAPITAL GROUP, INC. | — |
| [Melanie Cafe Lyren](https://search.stillhousedata.com/person/665085) | CHIEF COMPLIANCE OFFICER | — |
| [Sarah Gibson Roth](https://search.stillhousedata.com/person/665086) | CEO OF ARGOSY CAPITAL GROUP, INC.; CEO OF ARGOSY CAPITAL GROUP, LLC | — |
| [Rui Gao](https://search.stillhousedata.com/person/665087) | CFO OF ARGOSY CAPITAL GROUP, INC.; CFO OF ARGOSY CAPITAL GROUP, LLC | Wayne, PA |
| [John Paul Kirwin](https://search.stillhousedata.com/person/689843) | EXECUTIVE CHAIRMAN OF ARGOSY CAPITAL GROUP, INC. | — |
| [TERKER BRUCE EVANS](https://search.stillhousedata.com/person/736500) | CHAIRMAN; JOINT OWNER; SOLE DIRECTOR (+1 more) | — |
| [BUTLER THOMAS JOHN](https://search.stillhousedata.com/person/753961) | OWNER OF ARGOSY REAL ESTATE MANAGEMENT, L.P. | — |
| [TERKER CINDY](https://search.stillhousedata.com/person/761530) | JOINT OWNER | — |
| [HALL STEPHEN J](https://search.stillhousedata.com/person/764496) | OWNER OF ARGOSY CREDIT MANAGEMENT, L.P. | — |
| [STEWART ROBERT JAMES](https://search.stillhousedata.com/person/764673) | OWNER OF ARGOSY REAL ESTATE MANAGEMENT, L.P. | — |
| [KIRWIN JOHN PAUL](https://search.stillhousedata.com/person/812921) | EXECUTIVE CHAIRMAN OF ARGOSY CAPITAL GROUP, INC.; OWNER OF ARGOSY MANAGEMENT, L.P.; PRESIDENT (+3 more) | — |
| [GRISWOLD KIRK BREWSTER](https://search.stillhousedata.com/person/812922) | OWNER OF ARGOSY MANAGEMENT, L.P.; SECRETARY; SECRETARY OF ARGOSY CAPITAL GROUP, INC. (+1 more) | — |
| [SCHWENK RICHARD CALVIN](https://search.stillhousedata.com/person/812923) | CCO & CHIEF FINANCIAL OFFICER; CFO OF ARGOSY CAPITAL GROUP, INC.; VICE PRESIDENT & CCO (+2 more) | — |
| [GAO RUI](https://search.stillhousedata.com/person/835472) | CFO OF ARGOSY CAPITAL GROUP, INC. | — |
| [Furman Zachary Samuel](https://search.stillhousedata.com/person/839304) | OWNER OF ARGOSY CREDIT MANAGEMENT, L.P. | — |
| [Lyren Melanie Cafe](https://search.stillhousedata.com/person/839871) | CHIEF COMPLIANCE OFFICER | — |
| [ROTH SARAH GIBSON](https://search.stillhousedata.com/person/846658) | CEO OF ARGOSY CAPITAL GROUP, INC.; CFO OF ARGOSY CAPITAL GROUP, INC. | — |
| [Sheth Vishal Harshad](https://search.stillhousedata.com/person/855235) | CFO OF ARGOSY CAPITAL GROUP, INC. | — |


## Private funds (51)

Mix: Private Equity Fund 22 · Real Estate Fund 28 · Other Private Fund 1

_Showing 15 of 51 funds by gross asset value._

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| ODYSSEY CAPITAL GROUP, L.P. | Other Private Fund | Pennsylvania | 7 | $715.7M | — |
| ARGOSY REAL ESTATE PARTNERS V, L.P. | Real Estate Fund | Delaware | 416 | $448.3M | $100K |
| ARGOSY INVESTMENT PARTNERS SBIC VI, L.P. | Private Equity Fund | Delaware | 102 | $406.7M | $250K |
| ARGOSY REAL ESTATE OPPORTUNITY ZONE I, L.P. | Real Estate Fund | Delaware | 203 | $297.8M | $100K |
| ARGOSY INVESTMENT PARTNERS SBIC 7, L.P. | Private Equity Fund | Delaware | 65 | $277.6M | $500K |
| ARGOSY INVESTMENT PARTNERS V, L.P. | Private Equity Fund | Delaware | 87 | $141.6M | $150K |
| ARGOSY STRATEGIC PARTNERS III, LP | Private Equity Fund | Delaware | 71 | $141.2M | $100K |
| ARGOSY REAL ESTATE BUILD-FOR-RENT CO-INVESTMENT, LP | Real Estate Fund | Delaware | 21 | $126.6M | $200K |
| ARGOSY REAL ESTATE PARTNERS IV, L.P. | Real Estate Fund | Delaware | 205 | $107.0M | $100K |
| ARGOSY INVESTMENT PARTNERS VI, L.P. | Private Equity Fund | Delaware | 41 | $85.8M | $100K |
| ARGOSY STRATEGIC PARTNERS II, LP | Private Equity Fund | Delaware | 68 | $83.3M | $100K |
| ARGOSY REAL ESTATE OPPORTUNITY ZONE II, LP | Real Estate Fund | Delaware | 88 | $83.0M | $100K |
| AREP V BTR SE CO-INVEST, LP | Real Estate Fund | Delaware | 3 | $81.0M | $3.0M |
| ARGOSY CREDIT PARTNERS III, L.P. | Private Equity Fund | Delaware | 41 | $77.9M | $100K |
| ARGOSY CREDIT PARTNERS II, L.P. | Private Equity Fund | Delaware | 83 | $73.3M | $100K |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| WAYNE | PA | 34 | 6109719685 |
| NEW YORK | NY | 5 | 6109719685 |
| DENVER | CO | 4 | 720.545.1589 |
| SAN FRANCISCO | CA | 3 | 415.795.2901 |


## Fund service providers (1)

- custodian: AREP V FEEDER, L.P.

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/160212/brochure
- Similar advisers: https://search.stillhousedata.com/firm/160212/similar
- Related entities: https://search.stillhousedata.com/firm/160212/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/160212

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.