ARGOSY CAPITAL GROUP, INC.
Legal name: ARGOSY CAPITAL
CRD #160212 SEC #801-73958 WAYNE, PA 610-971-9685
SEC Registered Private Funds
Total AUM
$3.5B
Discretionary
$2.8B
Employees
72
Clients
--
Accounts
47
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $3.5B | $2.8B | $631.8M | 72 | 0 |
| May 2025 | $3.5B | $2.8B | $631.8M | 72 | 0 |
| Mar 2025 | $3.5B | $2.8B | $662.9M | 72 | 0 |
| Jul 2024 | $3.4B | $2.8B | $615M | 66 | 46 |
| May 2024 | $3.4B | $2.8B | $615M | 66 | 46 |
| Mar 2024 | $3.3B | $2.8B | $586.7M | 66 | 46 |
| Jun 2023 | $3.2B | $2.6B | $562M | 63 | 45 |
| May 2023 | $3.2B | $2.6B | $562M | 63 | 45 |
| Mar 2023 | $3.1B | $2.6B | $536.1M | 63 | 45 |
| Jul 2022 | $2.7B | $2.2B | $511.9M | 55 | 2 |
| May 2022 | $2.7B | $2.2B | $511.9M | 55 | 2 |
| Mar 2022 | $2.7B | $2.2B | $470.9M | 55 | 2 |
| Jun 2021 | $1.7B | $1.3B | $388.6M | 40 | 36 |
| May 2021 | $1.7B | $1.3B | $388.6M | 40 | 36 |
| Mar 2021 | $1.6B | $1.3B | $314.7M | 40 | 36 |
| Jul 2020 | $1.4B | $1.1B | $310.1M | 37 | 33 |
| May 2020 | $1.4B | $1.1B | $310.1M | 37 | 33 |
| Mar 2020 | $1.4B | $1.1B | $288.4M | 37 | 33 |
| May 2019 | $1.3B | $1B | $274.2M | 37 | 27 |
| Mar 2019 | $1.3B | $1B | $290M | 37 | 27 |
| May 2018 | $1.4B | $1.2B | $282M | 35 | 24 |
| Mar 2018 | $1.4B | $1.2B | $256.3M | 35 | 24 |
| May 2017 | $1.3B | $1.3B | $4.4M | 35 | 11 |
| Mar 2017 | $1.3B | $1.3B | $5.2M | 35 | 11 |
| Aug 2016 | $1.1B | $1.1B | $4.6M | 30 | 11 |
| May 2016 | $1.1B | $1.1B | $4.6M | 30 | 11 |
| Mar 2016 | $953.7M | $949.1M | $4.6M | 30 | 11 |
| Apr 2015 | $841.4M | $828.6M | $12.7M | 27 | 11 |
| Apr 2015 | $841.4M | $828.6M | $12.7M | 27 | 11 |
| Mar 2015 | $836.3M | $822.6M | $13.8M | 27 | 11 |
| Apr 2014 | $573.7M | $561.9M | $11.8M | 24 | 11 |
| Mar 2014 | $541.9M | $530.1M | $11.8M | 24 | 11 |
| Jan 2014 | $505.3M | $487M | $18.3M | 24 | 11 |
| Jun 2013 | $505.3M | $487M | $18.3M | 24 | 11 |
| Apr 2013 | $511M | $492.8M | $18.2M | 24 | 11 |
| Jan 2013 | $514M | $489.3M | $24.7M | 23 | 11 |
| Nov 2012 | $514M | $489.3M | $24.7M | 23 | 11 |
| Aug 2012 | $514M | $489.3M | $24.7M | -- | 11 |
| Jul 2012 | $514M | $489.3M | $24.7M | -- | 11 |
| Feb 2012 | $510.9M | $487.6M | $23.2M | -- | 26 |
DateJul 2025
Total AUM$3.5B
Discretionary$2.8B
Non-Disc.$631.8M
Employees72
Clients0
DateMay 2025
Total AUM$3.5B
Discretionary$2.8B
Non-Disc.$631.8M
Employees72
Clients0
DateMar 2025
Total AUM$3.5B
Discretionary$2.8B
Non-Disc.$662.9M
Employees72
Clients0
DateJul 2024
Total AUM$3.4B
Discretionary$2.8B
Non-Disc.$615M
Employees66
Clients46
DateMay 2024
Total AUM$3.4B
Discretionary$2.8B
Non-Disc.$615M
Employees66
Clients46
DateMar 2024
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$586.7M
Employees66
Clients46
DateJun 2023
Total AUM$3.2B
Discretionary$2.6B
Non-Disc.$562M
Employees63
Clients45
DateMay 2023
Total AUM$3.2B
Discretionary$2.6B
Non-Disc.$562M
Employees63
Clients45
DateMar 2023
Total AUM$3.1B
Discretionary$2.6B
Non-Disc.$536.1M
Employees63
Clients45
DateJul 2022
Total AUM$2.7B
Discretionary$2.2B
Non-Disc.$511.9M
Employees55
Clients2
DateMay 2022
Total AUM$2.7B
Discretionary$2.2B
Non-Disc.$511.9M
Employees55
Clients2
DateMar 2022
Total AUM$2.7B
Discretionary$2.2B
Non-Disc.$470.9M
Employees55
Clients2
DateJun 2021
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$388.6M
Employees40
Clients36
DateMay 2021
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$388.6M
Employees40
Clients36
DateMar 2021
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$314.7M
Employees40
Clients36
DateJul 2020
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$310.1M
Employees37
Clients33
DateMay 2020
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$310.1M
Employees37
Clients33
DateMar 2020
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$288.4M
Employees37
Clients33
DateMay 2019
Total AUM$1.3B
Discretionary$1B
Non-Disc.$274.2M
Employees37
Clients27
DateMar 2019
Total AUM$1.3B
Discretionary$1B
Non-Disc.$290M
Employees37
Clients27
DateMay 2018
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$282M
Employees35
Clients24
DateMar 2018
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$256.3M
Employees35
Clients24
DateMay 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$4.4M
Employees35
Clients11
DateMar 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$5.2M
Employees35
Clients11
DateAug 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$4.6M
Employees30
Clients11
DateMay 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$4.6M
Employees30
Clients11
DateMar 2016
Total AUM$953.7M
Discretionary$949.1M
Non-Disc.$4.6M
Employees30
Clients11
DateApr 2015
Total AUM$841.4M
Discretionary$828.6M
Non-Disc.$12.7M
Employees27
Clients11
DateApr 2015
Total AUM$841.4M
Discretionary$828.6M
Non-Disc.$12.7M
Employees27
Clients11
DateMar 2015
Total AUM$836.3M
Discretionary$822.6M
Non-Disc.$13.8M
Employees27
Clients11
DateApr 2014
Total AUM$573.7M
Discretionary$561.9M
Non-Disc.$11.8M
Employees24
Clients11
DateMar 2014
Total AUM$541.9M
Discretionary$530.1M
Non-Disc.$11.8M
Employees24
Clients11
DateJan 2014
Total AUM$505.3M
Discretionary$487M
Non-Disc.$18.3M
Employees24
Clients11
DateJun 2013
Total AUM$505.3M
Discretionary$487M
Non-Disc.$18.3M
Employees24
Clients11
DateApr 2013
Total AUM$511M
Discretionary$492.8M
Non-Disc.$18.2M
Employees24
Clients11
DateJan 2013
Total AUM$514M
Discretionary$489.3M
Non-Disc.$24.7M
Employees23
Clients11
DateNov 2012
Total AUM$514M
Discretionary$489.3M
Non-Disc.$24.7M
Employees23
Clients11
DateAug 2012
Total AUM$514M
Discretionary$489.3M
Non-Disc.$24.7M
Employees--
Clients11
DateJul 2012
Total AUM$514M
Discretionary$489.3M
Non-Disc.$24.7M
Employees--
Clients11
DateFeb 2012
Total AUM$510.9M
Discretionary$487.6M
Non-Disc.$23.2M
Employees--
Clients26