Sponsor Check › Sponsor group
One sponsor team, 50 deal companies · Wayne, PA
Grouped because: 18 shared people, 3 shared management entities, same business address (50 issuers), similar issuer names (41) (automatic match from the filings) · not the same sponsor?
Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jul 23, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET
Argosy is a sponsor group of 50 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, same business address, similar issuer names; automatic match from the filings), filing 123 Form D filings between Aug 2011 and Jul 2026.
What this means One team, 50 deal companies, about 15 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.
Combined reported sold: $3.3B to 2,480 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (46), "Other" (2), Manufacturing (1), Retailing (1). Issuers are based in PA (50).
What this means $3.3B raised across the group, about $1.33M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.
Principal people: John P. Kirwin (41 issuers, executive officer and director), Sarah G. Roth (37 issuers, executive officer), Paul M. Grassinger (24 issuers, executive officer), Andrew Stewart (23 issuers, executive officer), David J. Butler (23 issuers, executive officer) and 37 more.
What this means The person on the most companies is usually the one running the show; their page lists every deal.
Activity: 3 new offerings in the last 12 months; latest filing Jul 23, 2026.
What this means Busy — still raising money this year.
Adviser registration (Form ADV) on record: ARGOSY CAPITAL.
Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 1 bankruptcy case matching the name listed in Key records below.
What this means 1 record came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.
We compared the newest 50 of 123 public filings for Argosy and found 16 differences, 5 worth asking the sponsor about: Investor count went down between filings; Paid seller listed without a CRD number: Alfinas Alternative Capital Advisers Ltd; and more below.
What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.
Community search for Argosy has not run yet — it is joining a line of 30,752 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.
Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.
Five things investors ask first. Items still in human review are counted, not shown.
None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.
State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET
SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Argosy..
State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).
1 case: 1 closed (disposition not in docket feed)
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.
Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.
State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
No comparisons published
No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.
16 differences found between the filings for Argosy — 5 worth asking about (compared the newest 50 of 123 filings on Oct 24, 2026; older filings not covered)
United States Bankruptcy Court, E.D. Pennsylvania docket "Chase Bank USA N.A. v. Hobman" filed Jun 10, 2008, closed Oct 6, 2008. Steven D. Hobman (listed on the same filings) is listed as Defendant ("Hobman"). Our match estimate: 70%.
What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.
The Mar 3, 2023 filing reports 406 investors; the Nov 2, 2023 Form D/A reports 405 investors.
What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.
Argosy Credit Partners, L.P. (last filing Mar 16, 2016; $17,415,000 sold of $50,000,000); Argosy Real Estate Partners II, L.P. (last filing Aug 11, 2011; $60,000,000 sold of $250,000,000). Each has no filing in more than two years and reported under half its target sold.
What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.
Alfinas Alternative Capital Advisers Ltd is listed as receiving sales compensation on 1 filing (Mar 25, 2026) with no FINRA CRD number given.
What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.
Cygnus Capital is listed as receiving sales compensation on 3 filings (May 23, 2022 to Nov 2, 2023) with no FINRA CRD number given.
What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.
Form D filed 76 days after the first sale — AHP-ORSS Holdings, LLC · Form D filed 196 days after the first sale — AREP V BTR SE CO-INVEST, LP · Form D filed 107 days after the first sale — AHP NMS CO-INVEST, LLC · Form D filed 164 days after the first sale — Argosy SCRG, LLC · Form D filed 303 days after the first sale — AREP V SFR Co-Investment Parallel Fund, L.P. · and 4 more
What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.
No amendment in the last 12 months on an offering that may still be open — Argosy Investment Partners SBIC 7, L.P. (latest filing Aug 13, 2025) · No amendment in the last 12 months on an offering that may still be open — Argosy Real Estate Opportunity Zone II, L.P. (latest filing Aug 6, 2025) · No amendment in the last 12 months on an offering that may still be open — AREP V BTR SE CO-INVEST, LP (latest filing Mar 27, 2025) · No amendment in the last 12 months on an offering that may still be open — AHP NMS CO-INVEST, LLC (latest filing Mar 26, 2025) · No amendment in the last 12 months on an offering that may still be open — Argosy Healthcare Partners I, L.P. (latest filing Nov 18, 2024) · and 15 more
What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.
Sherry Gao is no longer listed on the Aug 6, 2025 amendment — Argosy Real Estate Opportunity Zone II, L.P. · Paul M. Grassinger is no longer listed on the Aug 8, 2023 amendment — Argosy Real Estate Opportunity Zone II, L.P. · Paul M. Grassinger is no longer listed on the Jun 23, 2023 amendment — AREP V SFR Co-Investment Fund, L.P. · Vishal H. Sheth is no longer listed on the Jun 23, 2023 amendment — AREP V SFR Co-Investment Fund, L.P. · Paul M. Grassinger is no longer listed on the May 17, 2023 amendment — AREP V Feeder, L.P. · and 5 more
What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.
The May 6, 2025 filing lists a minimum of $50,000; the Jul 23, 2026 Form D/A lists $100,000.
What this means A different minimum usually means the offering terms changed. Check which terms apply to you.
The Mar 26, 2025 filing lists a minimum of $100,000; the Mar 25, 2026 Form D/A lists $50,000.
What this means A different minimum usually means the offering terms changed. Check which terms apply to you.
The Aug 9, 2022 filing lists a minimum of $250,000; the Aug 8, 2023 Form D/A lists $50,000.
What this means A different minimum usually means the offering terms changed. Check which terms apply to you.
The Mar 1, 2022 filing lists a minimum of $3,000,000; the May 23, 2022 Form D/A lists $1,000,000.
What this means A different minimum usually means the offering terms changed. Check which terms apply to you.
The Jan 13, 2022 filing lists a minimum of $12,500,000; the Mar 1, 2022 Form D/A lists $3,000,000.
What this means A different minimum usually means the offering terms changed. Check which terms apply to you.
The Oct 15, 2021 filing lists a minimum of $100,000; the Feb 11, 2022 Form D/A lists $50,000.
What this means A different minimum usually means the offering terms changed. Check which terms apply to you.
Paul Barrett is written 2 different ways on the filings · Paul M. Grassinger is written 2 different ways on the filings · Vishal H. Sheth is written 2 different ways on the filings · Sarah G. Roth is written 2 different ways on the filings · John P. Kirwin is written 2 different ways on the filings
What this means Middle names and suffixes come and go on these forms. Check full legal names against your documents.
The issuer's latest filing says it was formed in 2022. The Mar 23, 2022 filing says the first sale was Oct 22, 2021 — before that year.
What this means A company cannot sell before it exists, so one of the two dates is likely a typo on the form. Ask the sponsor for the formation document.
What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 123 filings (work cap); older filings are not covered here. As of Oct 24, 2026.
16 of 51 offerings report sales commissions totalling $11,718,642; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it | Source |
|---|---|---|---|---|---|
| Jul 23, 2026 D/A Argosy Credit Partners III, L.P. File 021-545278 | $660,000 | $0 | $0 | Snowbridge Securities LLC BrokerCheck CRD 301996 ↗ | EDGAR ↗ |
| Mar 25, 2026 D/A Argosy Strategic Partners III, LP File 021-509088 | $148,576 | $0 | $0 | Alfinas Alternative Capital Advisers Ltd no CRD number reported | EDGAR ↗ |
| Dec 30, 2025 D AHP-ORSS Holdings, LLC File 021-568445 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Dec 30, 2025 D AHP-IS Holdings, LLC File 021-568488 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Dec 19, 2025 D Argosy Investment Partners 7, L.P. File 021-567502 | $0 (est.) | $0 (est.) | $0 The management company will receive management fees in an amount based off the amount of securities sold. | None listed on this filing | EDGAR ↗ |
| Aug 13, 2025 D Argosy Investment Partners SBIC 7, L.P. File 021-554597 | $0 (est.) | $0 (est.) | $0 The management company will receive management fees in an amount based off the amount of securities sold. | None listed on this filing | EDGAR ↗ |
| Aug 6, 2025 D/A Argosy Real Estate Opportunity Zone II, L.P. File 021-450938 | $329,402 | $0 | $0 | KIPLING CAPITAL, INC. BrokerCheck CRD 41196 ↗ RCX Capital Group, LLC BrokerCheck CRD 114290 ↗ | EDGAR ↗ |
| Mar 27, 2025 D AREP V BTR SE CO-INVEST, LP File 021-542316 | $405,000 | $0 | $0 | JONES LANG LASALLE SECURITIES, LLC BrokerCheck CRD 120738 ↗ | EDGAR ↗ |
| Mar 26, 2025 D AHP NMS CO-INVEST, LLC File 021-542141 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Nov 18, 2024 D/A Argosy Healthcare Partners I, L.P. File 021-494676 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 15, 2024 D/A AREP V SFR Co-Investment Parallel Fund, L.P. File 021-476156 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Nov 2, 2023 D/A Argosy Real Estate Partners Parallel V, L.P. File 021-417247 | $0 | $0 | $0 | KIPLING CAPITAL, INC. BrokerCheck CRD 41196 ↗ | EDGAR ↗ |
| Nov 2, 2023 D/A Argosy Real Estate Partners V, L.P. File 021-417251 | $3,492,095 | $0 | $0 | KIPLING CAPITAL, INC. BrokerCheck CRD 41196 ↗ Morgan Stanley BrokerCheck CRD 149777 ↗ Cygnus Capital no CRD number reported | EDGAR ↗ |
| Nov 2, 2023 D/A AREP V Feeder, L.P. File 021-429162 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Aug 9, 2023 D AIP-Barco Holdings, LLC File 021-489272 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jun 23, 2023 D/A AREP V SFR Co-Investment Fund, L.P. File 021-445122 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 29, 2023 D V2G Holdings, LLC File 021-477311 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 20, 2023 D Argosy SCRG, LLC File 021-476264 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Dec 29, 2022 D ARIG Cube Co-Invest, L.P. File 021-469076 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jul 15, 2022 D AHP Hudson, LLC File 021-452590 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jul 13, 2022 D/A Argosy Real Estate Build-for-Rent Co-Investment, L.P. File 021-395981 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jul 11, 2022 D Argosy Investment Partners VI, L.P. File 021-451747 | $76,465 | $0 | $0 | Equus Financial Consulting LLC BrokerCheck CRD 131449 ↗ Triago Americas, Inc. BrokerCheck CRD 143529 ↗ | EDGAR ↗ |
| May 5, 2022 D/A Argosy Credit Partners II Annex Fund, L.P. File 021-372310 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 23, 2022 D ARIG Tewksbury Co-Invest, LLC File 021-438614 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 23, 2022 D ARIG Wynwood Co-Invest, LLC File 021-438619 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 16, 2022 D/A Argosy Investment Partners VI, L.P. File 021-392504 | $70,755 | $0 | $0 | Equus Financial Consulting LLC BrokerCheck CRD 131449 ↗ Triago Americas, Inc. BrokerCheck CRD 143529 ↗ | EDGAR ↗ |
| Mar 9, 2022 D AHP SCM, LLC File 021-436439 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Feb 7, 2022 D/A Argosy Investment Partners SBIC VI, L.P. File 021-392505 | $0 | $0 | $0 | Equus Financial Consulting LLC BrokerCheck CRD 131449 ↗ | EDGAR ↗ |
| Dec 23, 2021 D/A Argosy Real Estate Opportunity Zone I, L.P. File 021-356339 | $412,673 | $0 | $0 | KIPLING CAPITAL, INC. BrokerCheck CRD 41196 ↗ Equus Financial Consulting LLC BrokerCheck CRD 131449 ↗ William J. Mayer Securities, LLC BrokerCheck CRD 104422 ↗ | EDGAR ↗ |
| Dec 23, 2021 D/A Argosy Real Estate Opportunity Zone Parallel I, L.P. File 021-405360 | $0 | $0 | $0 | KIPLING CAPITAL, INC. BrokerCheck CRD 41196 ↗ | EDGAR ↗ |
| Dec 16, 2021 D/A Argosy Strategic Partners II, L.P. File 021-415098 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Nov 19, 2021 D/A Argosy Credit Partners II, L.P. File 021-372311 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Apr 8, 2021 D/A Argosy Real Estate Income & Growth I, L.P. File 021-321588 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 1, 2021 D AROZ I Bozeman Co-Investor QOF, L.P. File 021-390865 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 1, 2021 D AROZ I Parachute 1009 Co-Investor QOF, L.P. File 021-390860 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 10, 2020 D/A AROZ I Scottsdale Hotel Investor QOF, L.P. File 021-343766 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jan 8, 2020 D AROZ I MOYA Co-Investor QOF, L.P. File 021-357453 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jul 9, 2019 D AROZ I BB Investor QOF, L.P. File 021-343784 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jun 27, 2019 D AROZ I BIRDIE QOF, LLC File 021-343026 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 14, 2019 D Walpole Holdings, LLC File 021-334908 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Sep 24, 2018 D AIP-CAS Holdings, LLC File 021-321990 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jun 29, 2018 D/A Argosy Real Estate Partners Parallel IV, L.P. File 021-277315 | $46,218 | $0 | $0 | Kipling Capital, Inc. BrokerCheck CRD 41196 ↗ | EDGAR ↗ |
| Jun 29, 2018 D/A Argosy Real Estate Partners IV, L.P. File 021-277309 | $673,807 | $0 | $0 | Kipling Capital, Inc. BrokerCheck CRD 41196 ↗ Capital Suisse, LLC BrokerCheck CRD 269924 ↗ CV Brokerage, Inc. BrokerCheck CRD 462 ↗ Cygnus Capital LLC BrokerCheck CRD 144377 ↗ | EDGAR ↗ |
| Apr 13, 2018 D/A Argosy Real Estate Partners IV-MS, L.P. File 021-277307 | $1,690,151 | $0 | $0 | Morgan Stanley BrokerCheck CRD 14977 ↗ | EDGAR ↗ |
| Mar 16, 2016 D Argosy Credit Partners, L.P. File 021-259395 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Apr 15, 2015 D/A Argosy Real Estate Partners III, L.P. File 021-195239 | $308,750 | $0 | $0 | Kipling Capital, Inc. BrokerCheck CRD 41196 ↗ | EDGAR ↗ |
| Apr 15, 2015 D/A Argosy Real Estate Parallel Partners III - MS, L.P. File 021-226154 | $2,155,500 | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ | EDGAR ↗ |
| Apr 15, 2015 D/A Argosy Real Estate Parallel Partners III - QP, L.P. File 021-230463 | $379,250 | $0 | $0 | Kipling Capital, Inc. BrokerCheck CRD 41196 ↗ Swiftsure Securities LLC BrokerCheck CRD 139965 ↗ CV Brokerage, Inc. BrokerCheck CRD 462 ↗ | EDGAR ↗ |
| Apr 9, 2015 D/A Argosy Investment Partners V, L.P. File 021-223008 | $430,000 | $0 | $0 | Crossbay Capital Partners, LLC no CRD number reported via Equus Financial, LLC (CRD 131449 ↗) Arch Street Advisors no CRD number reported via CV Brokerage Inc. (CRD 462 ↗) | EDGAR ↗ |
| Feb 3, 2015 D Argosy Investment Partners Parallel V, L.P. File 021-233354 | $440,000 | $0 | $0 (est.) | CrossBay Capital Partners, LLC no CRD number reported via Equus Financial Consulting LLC (CRD 131449 ↗) | EDGAR ↗ |
| Aug 11, 2011 D Argosy Real Estate Partners II, L.P. File 021-164273 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across all 50 issuers in this group — every filing in our index, latest filing per offering (SEC file number).
0 recorded documents and 0 ownership records matched to Argosy in the sources searched.
Not found in sources searched as of Oct 24, 2026, 9:18 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026) — 1,031,843 records, loaded Oct 24, 2026, 9:05 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.
Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:05 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.
Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.
| Source | Issuer | Linked by | Location | Industry | Filings | Sold (max) | Investors | Min. investment (latest filing) | Active |
|---|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | AR Argosy Real Estate Partners II, L.P. | shared people, shared management entity, same business address, similar issuer names | Wayne, PA | Pooled Investment Fund | 1 | $60,000,000 | 25 | $25,000 | 2011–2011 |
| EDGAR ↗ | AR Argosy Real Estate Partners III, L.P. | shared people, shared management entity, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 4 | $200,000,000 offering $200,000,000 · similar: $155,000–$5,250,000 | 95 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2013–2015 |
| EDGAR ↗ | AI Argosy Investment Partners V, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 2 | $138,888,900 offering $138,888,900 · similar: $155,000–$5,250,000 | 84 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2014–2015 |
| EDGAR ↗ | AR Argosy Real Estate Parallel Partners III - MS, L.P. | shared people, shared management entity, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 2 | $200,000,000 offering $200,000,000 · similar: $155,000–$5,250,000 | 99 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2014–2015 |
| EDGAR ↗ | AR Argosy Real Estate Parallel Partners III - QP, L.P. | shared people, shared management entity, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 2 | $200,000,000 offering $200,000,000 · similar: $155,000–$5,250,000 | 77 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2014–2015 |
| EDGAR ↗ | AI Argosy Investment Partners Parallel V, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 1 | $22,000,000 offering $22,000,000 · similar: $155,000–$5,250,000 | 4 similar: 4–27 | $4,000,000 similar: $1,000–$100,000 | 2015–2015 |
| EDGAR ↗ | AC Argosy Credit Partners, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 1 | $17,415,000 offering $50,000,000 · similar: $155,000–$5,250,000 | 27 similar: 4–27 | $20,000 similar: $1,000–$100,000 | 2016–2016 |
| EDGAR ↗ | AR Argosy Real Estate Partners Parallel IV, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 6 | $14,670,000 offering Indefinite · similar: $155,000–$5,250,000 | 54 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2016–2018 |
| EDGAR ↗ | AR Argosy Real Estate Partners IV-MS, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 4 | $93,975,000 offering Indefinite · similar: $155,000–$5,250,000 | 118 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2016–2018 |
| EDGAR ↗ | AR Argosy Real Estate Partners IV, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 6 | $169,205,000 offering Indefinite · similar: $155,000–$5,250,000 | 205 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2016–2018 |
| EDGAR ↗ | AR Argosy Real Estate Income & Growth I, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 5 | $72,225,000 offering Indefinite · similar: $155,000–$5,250,000 | 73 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2018–2021 |
| EDGAR ↗ | AC AIP-CAS Holdings, LLC | shared people, same business address | WAYNE, PA | Manufacturing | 1 | $20,235,000 offering $20,235,000 · similar: $1,000,000–$7,247,539 | 7 similar: 2–13 | $55,000 similar: $10,000–$60,000 | 2018–2018 |
| EDGAR ↗ | WH Walpole Holdings, LLC | shared people, same business address | WAYNE, PA | Retailing | 1 | $16,500,000 offering $16,500,000 · similar: $650,000–$6,000,000 | 7 similar: 1–11 | $31,500 similar: $9,999–$50,000 | 2019–2019 |
| EDGAR ↗ | AI AROZ I BIRDIE QOF, LLC | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 1 | $3,473,000 offering Indefinite · similar: $155,000–$5,250,000 | 4 similar: 4–27 | $150,000 similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | AI AROZ I BB Investor QOF, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 1 | $10,275,000 offering Indefinite · similar: $155,000–$5,250,000 | 44 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | AI AROZ I Scottsdale Hotel Investor QOF, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 2 | $12,759,000 offering Indefinite · similar: $155,000–$5,250,000 | 44 similar: 4–27 | $40,000 similar: $1,000–$100,000 | 2019–2020 |
| EDGAR ↗ | AR Argosy Real Estate Opportunity Zone I, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 10 | $298,048,960 offering Indefinite · similar: $155,000–$5,250,000 | 202 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2019–2021 |
| EDGAR ↗ | AI AROZ I MOYA Co-Investor QOF, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 1 | $3,875,000 offering Indefinite · similar: $155,000–$5,250,000 | 6 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | AC Argosy Credit Partners II, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 3 | $57,990,000 offering Indefinite · similar: $155,000–$5,250,000 | 73 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2020–2021 |
| EDGAR ↗ | AC Argosy Credit Partners II Annex Fund, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 3 | $16,500,000 offering Indefinite · similar: $155,000–$5,250,000 | 25 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2020–2022 |
| EDGAR ↗ | AI AROZ I Bozeman Co-Investor QOF, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 1 | $3,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 4 similar: 4–27 | $200,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | AI AROZ I Parachute 1009 Co-Investor QOF, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 1 | $4,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | AI Argosy Investment Partners SBIC VI, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 4 | $175,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 100 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2021–2022 |
| EDGAR ↗ | AI Argosy Investment Partners VI, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 3 | $67,595,000 offering Indefinite · similar: $155,000–$5,250,000 | 37 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2021–2022 |
| EDGAR ↗ | AR Argosy Real Estate Build-for-Rent Co-Investment, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 5 | $110,002,235 offering Indefinite · similar: $155,000–$5,250,000 | 21 similar: 4–27 | $200,000 similar: $1,000–$100,000 | 2021–2022 |
| EDGAR ↗ | AR Argosy Real Estate Opportunity Zone Parallel I, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 4 | $2,551,040 offering Indefinite · similar: $155,000–$5,250,000 | 10 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | AS Argosy Strategic Partners II, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 2 | $56,615,000 offering Indefinite · similar: $155,000–$5,250,000 | 52 similar: 4–27 | $30,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | AR Argosy Real Estate Partners Parallel V, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 5 | $6,275,000 offering Indefinite · similar: $155,000–$5,250,000 | 40 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2021–2023 |
| EDGAR ↗ | AR Argosy Real Estate Partners V, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 6 | $465,725,000 offering Indefinite · similar: $155,000–$5,250,000 | 406 similar: 4–27 | $25,000 similar: $1,000–$100,000 | 2021–2023 |
| EDGAR ↗ | AV AREP V Feeder, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 5 | $67,050,000 offering Indefinite · similar: $155,000–$5,250,000 | 11 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2023 |
| EDGAR ↗ | AS AHP SCM, LLC | shared people, same business address | WAYNE, PA | Pooled Investment Fund | 1 | $5,844,636 offering Indefinite · similar: $155,000–$5,250,000 | 9 similar: 4–27 | $261,262 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | AW ARIG Wynwood Co-Invest, LLC | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 1 | $10,930,000 offering $10,930,000 · similar: $155,000–$5,250,000 | 11 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | AT ARIG Tewksbury Co-Invest, LLC | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 1 | $1,800,000 offering $1,800,000 · similar: $155,000–$5,250,000 | 8 similar: 4–27 | $900,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | AV AREP V SFR Co-Investment Fund, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 2 | $23,635,000 offering Indefinite · similar: $155,000–$5,250,000 | 33 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2022–2023 |
| EDGAR ↗ | AR Argosy Real Estate Opportunity Zone II, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 5 | $82,635,500 offering Indefinite · similar: $155,000–$5,250,000 | 86 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2022–2025 |
| EDGAR ↗ | AH AHP Hudson, LLC | shared people, same business address | WAYNE, PA | Pooled Investment Fund | 1 | $6,700,000 offering Indefinite · similar: $155,000–$5,250,000 | 20 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | AC ARIG Cube Co-Invest, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 1 | $15,103,503 offering Indefinite · similar: $155,000–$5,250,000 | 38 similar: 4–27 | $40,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | AV AREP V SFR Co-Investment Parallel Fund, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 2 | $350,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2023–2024 |
| EDGAR ↗ | AS Argosy SCRG, LLC | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 1 | $7,405,000 offering Indefinite · similar: $155,000–$5,250,000 | 17 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | VH V2G Holdings, LLC | shared people, same business address | WAYNE, PA | Other | 1 | $39,750,000 offering $39,750,000 · similar: $500,000–$7,000,000 | 13 similar: 2–14 | $100,000 similar: $5,000–$50,000 | 2023–2023 |
| EDGAR ↗ | AB AIP-Barco Holdings, LLC | shared people, same business address | WAYNE, PA | Other | 1 | $31,150,000 offering $31,150,000 · similar: $500,000–$7,000,000 | 7 similar: 2–14 | $150,000 similar: $5,000–$50,000 | 2023–2023 |
| EDGAR ↗ | AH Argosy Healthcare Partners I, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 2 | $40,650,000 offering Indefinite · similar: $155,000–$5,250,000 | 36 similar: 4–27 | $40,000 similar: $1,000–$100,000 | 2023–2024 |
| EDGAR ↗ | AS Argosy Strategic Partners III, LP | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 3 | $136,850,000 offering Indefinite · similar: $155,000–$5,250,000 | 81 similar: 4–27 | $50,000 similar: $1,000–$100,000 | 2024–2026 |
| EDGAR ↗ | AN AHP NMS CO-INVEST, LLC | shared people, same business address | WAYNE, PA | Pooled Investment Fund | 1 | $2,769,250 offering Indefinite · similar: $155,000–$5,250,000 | 6 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | AV AREP V BTR SE CO-INVEST, LP | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 1 | $36,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | $3,000,000 similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | AC Argosy Credit Partners III, L.P. | shared people, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 2 | $103,510,000 offering Indefinite · similar: $155,000–$5,250,000 | 45 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2025–2026 |
| EDGAR ↗ | AI Argosy Investment Partners SBIC 7, L.P. | shared people, shared management entity, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 1 | $129,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 62 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | AI Argosy Investment Partners 7, L.P. | shared people, shared management entity, same business address, similar issuer names | WAYNE, PA | Pooled Investment Fund | 1 | $30,410,000 offering Indefinite · similar: $155,000–$5,250,000 | 27 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | AO AHP-ORSS Holdings, LLC | shared people, same business address | WAYNE, PA | Pooled Investment Fund | 1 | $2,346,025 offering Indefinite · similar: $155,000–$5,250,000 | 11 similar: 4–27 | $20,900 similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | AI AHP-IS Holdings, LLC | shared people, same business address | WAYNE, PA | Pooled Investment Fund | 1 | $2,403,500 offering Indefinite · similar: $155,000–$5,250,000 | 10 similar: 4–27 | $78,375 similar: $1,000–$100,000 | 2025–2025 |
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Manufacturing / 506(b) (1,339 filings); Retailing / 506(b) (959 filings); Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
| Source | Filed | Issuer | Form | Industry | Offered | Sold |
|---|---|---|---|---|---|---|
| EDGAR ↗ | Jul 23, 2026 | Argosy Credit Partners III, L.P. | D/A | Pooled Investment Fund | Indefinite | $103,510,000 |
| EDGAR ↗ | Mar 25, 2026 | Argosy Strategic Partners III, LP | D/A | Pooled Investment Fund | Indefinite | $136,850,000 |
| EDGAR ↗ | Dec 30, 2025 | AHP-IS Holdings, LLC | D | Pooled Investment Fund | Indefinite | $2,403,500 |
| EDGAR ↗ | Dec 30, 2025 | AHP-ORSS Holdings, LLC | D | Pooled Investment Fund | Indefinite | $2,346,025 |
| EDGAR ↗ | Dec 19, 2025 | Argosy Investment Partners 7, L.P. | D | Pooled Investment Fund | Indefinite | $30,410,000 |
| EDGAR ↗ | Aug 13, 2025 | Argosy Investment Partners SBIC 7, L.P. | D | Pooled Investment Fund | Indefinite | $129,000,000 |
| EDGAR ↗ | Aug 6, 2025 | Argosy Real Estate Opportunity Zone II, L.P. | D/A | Pooled Investment Fund | Indefinite | $82,635,500 |
| EDGAR ↗ | May 6, 2025 | Argosy Credit Partners III, L.P. | D | Pooled Investment Fund | Indefinite | $61,550,000 |
| EDGAR ↗ | Mar 27, 2025 | AREP V BTR SE CO-INVEST, LP | D | Pooled Investment Fund | Indefinite | $36,000,000 |
| EDGAR ↗ | Mar 26, 2025 | AHP NMS CO-INVEST, LLC | D | Pooled Investment Fund | Indefinite | $2,769,250 |
| EDGAR ↗ | Mar 26, 2025 | Argosy Strategic Partners III, LP | D/A | Pooled Investment Fund | Indefinite | $100,130,000 |
| EDGAR ↗ | Nov 18, 2024 | Argosy Healthcare Partners I, L.P. | D/A | Pooled Investment Fund | Indefinite | $40,650,000 |
| EDGAR ↗ | Aug 7, 2024 | Argosy Real Estate Opportunity Zone II, L.P. | D/A | Pooled Investment Fund | Indefinite | $75,913,000 |
| EDGAR ↗ | Mar 29, 2024 | Argosy Strategic Partners III, LP | D | Pooled Investment Fund | Indefinite | $60,000,000 |
| EDGAR ↗ | Mar 15, 2024 | AREP V SFR Co-Investment Parallel Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $350,000 |
| EDGAR ↗ | Nov 2, 2023 | Argosy Real Estate Partners Parallel V, L.P. | D/A | Pooled Investment Fund | Indefinite | $6,275,000 |
| EDGAR ↗ | Nov 2, 2023 | Argosy Real Estate Partners V, L.P. | D/A | Pooled Investment Fund | Indefinite | $465,725,000 |
| EDGAR ↗ | Nov 2, 2023 | AREP V Feeder, L.P. | D/A | Pooled Investment Fund | Indefinite | $67,050,000 |
| EDGAR ↗ | Oct 13, 2023 | Argosy Healthcare Partners I, L.P. | D | Pooled Investment Fund | Indefinite | $40,000,000 |
| EDGAR ↗ | Aug 9, 2023 | AIP-Barco Holdings, LLC | D | Other | $31,150,000 | $31,150,000 |
| EDGAR ↗ | Aug 8, 2023 | Argosy Real Estate Opportunity Zone II, L.P. | D/A | Pooled Investment Fund | Indefinite | $70,613,000 |
| EDGAR ↗ | Jun 23, 2023 | AREP V SFR Co-Investment Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $23,635,000 |
| EDGAR ↗ | May 17, 2023 | AREP V Feeder, L.P. | D/A | Pooled Investment Fund | Indefinite | $66,750,000 |
| EDGAR ↗ | Mar 29, 2023 | V2G Holdings, LLC | D | Other | $39,750,000 | $39,750,000 |
| EDGAR ↗ | Mar 20, 2023 | Argosy SCRG, LLC | D | Pooled Investment Fund | Indefinite | $7,405,000 |
| EDGAR ↗ | Mar 17, 2023 | AREP V SFR Co-Investment Parallel Fund, L.P. | D | Pooled Investment Fund | Indefinite | $350,000 |
| EDGAR ↗ | Mar 3, 2023 | Argosy Real Estate Partners V, L.P. | D/A | Pooled Investment Fund | Indefinite | $433,570,000 |
| EDGAR ↗ | Mar 3, 2023 | Argosy Real Estate Partners Parallel V, L.P. | D/A | Pooled Investment Fund | Indefinite | $6,025,000 |
| EDGAR ↗ | Dec 29, 2022 | ARIG Cube Co-Invest, L.P. | D | Pooled Investment Fund | Indefinite | $15,103,503 |
| EDGAR ↗ | Aug 9, 2022 | Argosy Real Estate Opportunity Zone II, L.P. | D/A | Pooled Investment Fund | Indefinite | $17,220,000 |
| EDGAR ↗ | Jul 15, 2022 | AHP Hudson, LLC | D | Pooled Investment Fund | Indefinite | $6,700,000 |
| EDGAR ↗ | Jul 13, 2022 | Argosy Real Estate Build-for-Rent Co-Investment, L.P. | D/A | Pooled Investment Fund | Indefinite | $110,002,235 |
| EDGAR ↗ | Jul 11, 2022 | Argosy Investment Partners VI, L.P. | D | Pooled Investment Fund | Indefinite | $67,595,000 |
| EDGAR ↗ | Jul 1, 2022 | Argosy Real Estate Opportunity Zone II, L.P. | D | Pooled Investment Fund | Indefinite | $4,250,000 |
| EDGAR ↗ | May 23, 2022 | AREP V Feeder, L.P. | D/A | Pooled Investment Fund | Indefinite | $45,750,000 |
| EDGAR ↗ | May 23, 2022 | Argosy Real Estate Partners Parallel V, L.P. | D/A | Pooled Investment Fund | Indefinite | $5,625,000 |
| EDGAR ↗ | May 23, 2022 | Argosy Real Estate Partners V, L.P. | D/A | Pooled Investment Fund | Indefinite | $363,870,000 |
| EDGAR ↗ | May 10, 2022 | AREP V SFR Co-Investment Fund, L.P. | D | Pooled Investment Fund | Indefinite | $22,485,000 |
| EDGAR ↗ | May 5, 2022 | Argosy Credit Partners II Annex Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $16,500,000 |
| EDGAR ↗ | Mar 23, 2022 | ARIG Wynwood Co-Invest, LLC | D | Pooled Investment Fund | $10,930,000 | $10,930,000 |
| EDGAR ↗ | Mar 23, 2022 | ARIG Tewksbury Co-Invest, LLC | D | Pooled Investment Fund | $1,800,000 | $1,800,000 |
| EDGAR ↗ | Mar 16, 2022 | Argosy Investment Partners VI, L.P. | D/A | Pooled Investment Fund | Indefinite | $30,617,000 |
| EDGAR ↗ | Mar 9, 2022 | AHP SCM, LLC | D | Pooled Investment Fund | Indefinite | $5,844,636 |
| EDGAR ↗ | Mar 1, 2022 | AREP V Feeder, L.P. | D/A | Pooled Investment Fund | Indefinite | $35,000,000 |
| EDGAR ↗ | Feb 11, 2022 | Argosy Real Estate Partners V, L.P. | D/A | Pooled Investment Fund | Indefinite | $264,130,000 |
| EDGAR ↗ | Feb 11, 2022 | Argosy Real Estate Partners Parallel V, L.P. | D/A | Pooled Investment Fund | Indefinite | $4,625,000 |
| EDGAR ↗ | Feb 7, 2022 | Argosy Investment Partners SBIC VI, L.P. | D/A | Pooled Investment Fund | Indefinite | $175,000,000 |
| EDGAR ↗ | Jan 13, 2022 | AREP V Feeder, L.P. | D | Pooled Investment Fund | Indefinite | $25,000,000 |
| EDGAR ↗ | Jan 13, 2022 | Argosy Real Estate Partners V, L.P. | D/A | Pooled Investment Fund | Indefinite | $212,675,000 |
| EDGAR ↗ | Dec 23, 2021 | Argosy Real Estate Opportunity Zone Parallel I, L.P. | D/A | Pooled Investment Fund | Indefinite | $2,551,040 |
| EDGAR ↗ | Dec 23, 2021 | Argosy Investment Partners SBIC VI, L.P. | D/A | Pooled Investment Fund | Indefinite | $150,251,000 |
| EDGAR ↗ | Dec 23, 2021 | Argosy Real Estate Opportunity Zone I, L.P. | D/A | Pooled Investment Fund | Indefinite | $298,048,960 |
| EDGAR ↗ | Dec 16, 2021 | Argosy Strategic Partners II, L.P. | D/A | Pooled Investment Fund | Indefinite | $56,615,000 |
| EDGAR ↗ | Nov 19, 2021 | Argosy Credit Partners II, L.P. | D/A | Pooled Investment Fund | Indefinite | $57,990,000 |
| EDGAR ↗ | Oct 25, 2021 | Argosy Real Estate Opportunity Zone I, L.P. | D/A | Pooled Investment Fund | Indefinite | $228,368,000 |
| EDGAR ↗ | Oct 15, 2021 | Argosy Real Estate Partners V, L.P. | D | Pooled Investment Fund | Indefinite | $172,675,000 |
| EDGAR ↗ | Oct 15, 2021 | Argosy Real Estate Partners Parallel V, L.P. | D | Pooled Investment Fund | Indefinite | $2,325,000 |
| EDGAR ↗ | Sep 29, 2021 | Argosy Strategic Partners II, L.P. | D | Pooled Investment Fund | Indefinite | $42,190,000 |
| EDGAR ↗ | Sep 14, 2021 | Argosy Real Estate Build-for-Rent Co-Investment, L.P. | D/A | Pooled Investment Fund | Indefinite | $59,800,000 |
| EDGAR ↗ | Aug 25, 2021 | Argosy Real Estate Opportunity Zone Parallel I, L.P. | D/A | Pooled Investment Fund | Indefinite | $1,822,000 |
| EDGAR ↗ | Aug 25, 2021 | Argosy Real Estate Opportunity Zone I, L.P. | D/A | Pooled Investment Fund | Indefinite | $198,843,000 |
| EDGAR ↗ | Jul 29, 2021 | Argosy Real Estate Opportunity Zone I, L.P. | D/A | Pooled Investment Fund | Indefinite | $160,388,000 |
| EDGAR ↗ | Jul 28, 2021 | Argosy Real Estate Opportunity Zone Parallel I, L.P. | D/A | Pooled Investment Fund | Indefinite | $1,462,000 |
| EDGAR ↗ | Jul 20, 2021 | Argosy Credit Partners II, L.P. | D/A | Pooled Investment Fund | Indefinite | $50,000,000 |
| EDGAR ↗ | Jul 20, 2021 | Argosy Credit Partners II Annex Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $9,595,000 |
| EDGAR ↗ | Jul 14, 2021 | Argosy Investment Partners SBIC VI, L.P. | D/A | Pooled Investment Fund | Indefinite | $106,051,000 |
| EDGAR ↗ | Jul 7, 2021 | Argosy Real Estate Opportunity Zone Parallel I, L.P. | D | Pooled Investment Fund | Indefinite | $510,000 |
| EDGAR ↗ | Jul 7, 2021 | Argosy Real Estate Build-for-Rent Co-Investment, L.P. | D/A | Pooled Investment Fund | Indefinite | $27,000,000 |
| EDGAR ↗ | Jun 23, 2021 | Argosy Real Estate Opportunity Zone I, L.P. | D/A | Pooled Investment Fund | Indefinite | $93,438,000 |
| EDGAR ↗ | Jun 22, 2021 | Argosy Real Estate Build-for-Rent Co-Investment, L.P. | D/A | Pooled Investment Fund | Indefinite | $20,585,159 |
| EDGAR ↗ | Apr 15, 2021 | Argosy Real Estate Build-for-Rent Co-Investment, L.P. | D | Pooled Investment Fund | Indefinite | $13,000,000 |
| EDGAR ↗ | Apr 8, 2021 | Argosy Real Estate Income & Growth I, L.P. | D/A | Pooled Investment Fund | Indefinite | $72,225,000 |
| EDGAR ↗ | Mar 22, 2021 | Argosy Real Estate Opportunity Zone I, L.P. | D/A | Pooled Investment Fund | Indefinite | $68,338,000 |
| EDGAR ↗ | Mar 17, 2021 | Argosy Investment Partners VI, L.P. | D | Pooled Investment Fund | Indefinite | $30,267,000 |
| EDGAR ↗ | Mar 17, 2021 | Argosy Investment Partners SBIC VI, L.P. | D | Pooled Investment Fund | Indefinite | $55,301,000 |
| EDGAR ↗ | Mar 1, 2021 | AROZ I Parachute 1009 Co-Investor QOF, L.P. | D | Pooled Investment Fund | Indefinite | $4,000,000 |
| EDGAR ↗ | Mar 1, 2021 | AROZ I Bozeman Co-Investor QOF, L.P. | D | Pooled Investment Fund | Indefinite | $3,000,000 |
| EDGAR ↗ | Jan 4, 2021 | Argosy Real Estate Opportunity Zone I, L.P. | D/A | Pooled Investment Fund | Indefinite | $54,559,000 |
| EDGAR ↗ | Nov 12, 2020 | Argosy Real Estate Income & Growth I, L.P. | D/A | Pooled Investment Fund | Indefinite | $63,675,000 |
| EDGAR ↗ | Aug 3, 2020 | Argosy Credit Partners II, L.P. | D | Pooled Investment Fund | Indefinite | $41,270,000 |
| EDGAR ↗ | Aug 3, 2020 | Argosy Credit Partners II Annex Fund, L.P. | D | Pooled Investment Fund | Indefinite | $8,320,000 |
| EDGAR ↗ | Jul 15, 2020 | Argosy Real Estate Opportunity Zone I, L.P. | D/A | Pooled Investment Fund | Indefinite | $36,452,000 |
| EDGAR ↗ | Mar 26, 2020 | Argosy Real Estate Opportunity Zone I, L.P. | D/A | Pooled Investment Fund | Indefinite | $31,345,000 |
| EDGAR ↗ | Mar 10, 2020 | AROZ I Scottsdale Hotel Investor QOF, L.P. | D/A | Pooled Investment Fund | Indefinite | $12,759,000 |
| EDGAR ↗ | Jan 8, 2020 | AROZ I MOYA Co-Investor QOF, L.P. | D | Pooled Investment Fund | Indefinite | $3,875,000 |
| EDGAR ↗ | Dec 23, 2019 | Argosy Real Estate Opportunity Zone I, L.P. | D | Pooled Investment Fund | Indefinite | $10,900,000 |
| EDGAR ↗ | Nov 14, 2019 | Argosy Real Estate Income & Growth I, L.P. | D/A | Pooled Investment Fund | Indefinite | $58,675,000 |
| EDGAR ↗ | Jul 9, 2019 | AROZ I Scottsdale Hotel Investor QOF, L.P. | D | Pooled Investment Fund | Indefinite | $10,860,000 |
| EDGAR ↗ | Jul 9, 2019 | AROZ I BB Investor QOF, L.P. | D | Pooled Investment Fund | Indefinite | $10,275,000 |
| EDGAR ↗ | Jun 27, 2019 | AROZ I BIRDIE QOF, LLC | D | Pooled Investment Fund | Indefinite | $3,473,000 |
| EDGAR ↗ | Mar 14, 2019 | Walpole Holdings, LLC | D | Retailing | $16,500,000 | $16,500,000 |
| EDGAR ↗ | Nov 16, 2018 | Argosy Real Estate Income & Growth I, L.P. | D/A | Pooled Investment Fund | Indefinite | $55,225,000 |
| EDGAR ↗ | Sep 24, 2018 | AIP-CAS Holdings, LLC | D | Manufacturing | $20,235,000 | $20,235,000 |
| EDGAR ↗ | Sep 18, 2018 | Argosy Real Estate Income & Growth I, L.P. | D | Pooled Investment Fund | Indefinite | $47,500,000 |
| EDGAR ↗ | Jun 29, 2018 | Argosy Real Estate Partners IV, L.P. | D/A | Pooled Investment Fund | Indefinite | $169,205,000 |
| EDGAR ↗ | Jun 29, 2018 | Argosy Real Estate Partners Parallel IV, L.P. | D/A | Pooled Investment Fund | Indefinite | $14,670,000 |
| EDGAR ↗ | Apr 13, 2018 | Argosy Real Estate Partners IV-MS, L.P. | D/A | Pooled Investment Fund | Indefinite | $93,975,000 |
| EDGAR ↗ | Apr 13, 2018 | Argosy Real Estate Partners Parallel IV, L.P. | D/A | Pooled Investment Fund | Indefinite | $12,920,000 |
| EDGAR ↗ | Jan 16, 2018 | Argosy Real Estate Partners IV, L.P. | D/A | Pooled Investment Fund | Indefinite | $125,625,000 |
| EDGAR ↗ | Jan 16, 2018 | Argosy Real Estate Partners IV-MS, L.P. | D/A | Pooled Investment Fund | Indefinite | $69,325,000 |
| EDGAR ↗ | Jan 16, 2018 | Argosy Real Estate Partners Parallel IV, L.P. | D/A | Pooled Investment Fund | Indefinite | $10,050,000 |
| EDGAR ↗ | Oct 26, 2017 | Argosy Real Estate Partners IV, L.P. | D/A | Pooled Investment Fund | Indefinite | $106,950,000 |
| EDGAR ↗ | Oct 10, 2017 | Argosy Real Estate Partners IV, L.P. | D/A | Pooled Investment Fund | Indefinite | $106,950,000 |
| EDGAR ↗ | Oct 10, 2017 | Argosy Real Estate Partners Parallel IV, L.P. | D/A | Pooled Investment Fund | Indefinite | $7,525,000 |
| EDGAR ↗ | May 18, 2017 | Argosy Real Estate Partners IV, L.P. | D/A | Pooled Investment Fund | Indefinite | $89,250,000 |
| EDGAR ↗ | May 18, 2017 | Argosy Real Estate Partners IV-MS, L.P. | D/A | Pooled Investment Fund | Indefinite | $58,025,000 |
| EDGAR ↗ | May 18, 2017 | Argosy Real Estate Partners Parallel IV, L.P. | D/A | Pooled Investment Fund | Indefinite | $2,725,000 |
| EDGAR ↗ | Dec 29, 2016 | Argosy Real Estate Partners IV, L.P. | D | Pooled Investment Fund | Indefinite | $66,525,000 |
| EDGAR ↗ | Dec 29, 2016 | Argosy Real Estate Partners IV-MS, L.P. | D | Pooled Investment Fund | Indefinite | $43,225,000 |
| EDGAR ↗ | Dec 29, 2016 | Argosy Real Estate Partners Parallel IV, L.P. | D | Pooled Investment Fund | Indefinite | $350,000 |
| EDGAR ↗ | Mar 16, 2016 | Argosy Credit Partners, L.P. | D | Pooled Investment Fund | $50,000,000 | $17,415,000 |
| EDGAR ↗ | Apr 15, 2015 | Argosy Real Estate Parallel Partners III - QP, L.P. | D/A | Pooled Investment Fund | $200,000,000 | $200,000,000 |
| EDGAR ↗ | Apr 15, 2015 | Argosy Real Estate Parallel Partners III - MS, L.P. | D/A | Pooled Investment Fund | $200,000,000 | $200,000,000 |
| EDGAR ↗ | Apr 15, 2015 | Argosy Real Estate Partners III, L.P. | D/A | Pooled Investment Fund | $200,000,000 | $200,000,000 |
| EDGAR ↗ | Apr 9, 2015 | Argosy Investment Partners V, L.P. | D/A | Pooled Investment Fund | $138,888,900 | $138,888,900 |
| EDGAR ↗ | Feb 3, 2015 | Argosy Investment Partners Parallel V, L.P. | D | Pooled Investment Fund | $22,000,000 | $22,000,000 |
| EDGAR ↗ | Dec 19, 2014 | Argosy Real Estate Parallel Partners III - QP, L.P. | D | Pooled Investment Fund | $200,000,000 | $5,950,000 |
| EDGAR ↗ | Oct 9, 2014 | Argosy Real Estate Parallel Partners III - MS, L.P. | D | Pooled Investment Fund | $200,000,000 | $46,800,000 |
| EDGAR ↗ | Aug 15, 2014 | Argosy Investment Partners V, L.P. | D | Pooled Investment Fund | $125,000,000 | $62,702,000 |
| EDGAR ↗ | Apr 22, 2014 | Argosy Real Estate Partners III, L.P. | D/A | Pooled Investment Fund | $200,000,000 | $45,635,000 |
| EDGAR ↗ | Apr 23, 2013 | Argosy Real Estate Partners III, L.P. | D/A | Pooled Investment Fund | $200,000,000 | $26,775,000 |
| EDGAR ↗ | Apr 19, 2013 | Argosy Real Estate Partners III, L.P. | D | Pooled Investment Fund | $200,000,000 | $26,775,000 |
| EDGAR ↗ | Aug 11, 2011 | Argosy Real Estate Partners II, L.P. | D | Pooled Investment Fund | $250,000,000 | $60,000,000 |
Activity: 3 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Jul 23, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2011–2018), Manufacturing (2018), Retailing (2019), Pooled Investment Fund (2019–2023), Other (2023). Latest offering: Pooled Investment Fund (2023–2025; most recent Dec 30, 2025).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| JK John P. Kirwin | Executive Officer, Director | 41 | Aug 11, 2011 → Jul 23, 2026 |
| SR Sarah G. Roth | Executive Officer | 37 | Jun 29, 2018 → Jul 23, 2026 |
| PG Paul M. Grassinger | Executive Officer | 24 | Sep 18, 2018 → Aug 9, 2022 |
| AS Andrew Stewart | Executive Officer | 23 | Dec 29, 2016 → Aug 6, 2025 |
| DB David J. Butler | Executive Officer | 23 | Dec 29, 2016 → Aug 6, 2025 |
| RG Rui Gao | Executive Officer | 13 | Oct 13, 2023 → Jul 23, 2026 |
| VS Vishal H. Sheth | Executive Officer | 9 | Jan 13, 2022 → May 23, 2022 |
| PB Paul Barrett | Executive Officer | 6 | Mar 9, 2022 → Dec 30, 2025 |
| MB Michael R. Bailey | Executive Officer, Director | 6 | Mar 17, 2021 → Dec 19, 2025 |
| MH Matthew J. Hall | Executive Officer | 4 | Mar 16, 2016 → Jul 23, 2026 |
| DC Donald Charlton | Executive Officer, Director | 4 | Mar 14, 2019 → Aug 9, 2023 |
| KG Kirk B. Griswold | Executive Officer, Director | 4 | Aug 15, 2014 → Jul 11, 2022 |
| RS Richard C. Schwenk, Jr. | Executive Officer | 4 | Mar 16, 2016 → Apr 13, 2018 |
| LW Lane Wiggers | Executive Officer, Director | 3 | Sep 24, 2018 → Dec 19, 2025 |
| SG Sherry Gao | Executive Officer | 3 | Jun 23, 2023 → Aug 13, 2025 |
| AR Argosy Real Estate Management, L.P. entity | Promoter | 3 | Aug 11, 2011 → Apr 15, 2015 |
| CK Christopher Kim | Executive Officer | 2 | Sep 29, 2021 → Mar 25, 2026 |
| AM Argosy Management, LP entity | Executive Officer | 2 | Aug 13, 2025 → Dec 19, 2025 |
| KS Keven P. Shanahan | Executive Officer | 2 | Aug 13, 2025 → Dec 19, 2025 |
| SM Steven J. Morgenthal | Executive Officer | 2 | Mar 17, 2021 → Jul 11, 2022 |
| AR Argosy Real Estate Partners III GP, L.P. entity | Executive Officer, Promoter | 2 | Apr 19, 2013 → Apr 15, 2015 |
| AA Argosy Associates 7, LLC entity | Executive Officer | 1 | Dec 19, 2025 → Dec 19, 2025 |
| AA Argosy Associates SBIC 7, LLC entity | Executive Officer | 1 | Aug 13, 2025 → Aug 13, 2025 |
| MP Michael Paniccia | Director | 1 | Aug 9, 2023 → Aug 9, 2023 |
| EH E. Wesley Hampp | Director | 1 | Aug 9, 2023 → Aug 9, 2023 |
| CM Cyril W. Matter | Director | 1 | Aug 9, 2023 → Aug 9, 2023 |
| SH Steven D. Hobman | Director | 1 | Mar 29, 2023 → Mar 29, 2023 |
| SW Seth Wilson | Director | 1 | Mar 29, 2023 → Mar 29, 2023 |
| JB John Broderick | Executive Officer | 1 | Mar 20, 2023 → Mar 20, 2023 |
| SR /s/ Sarah G. Roth | Executive Officer | 1 | Jul 15, 2022 → Jul 15, 2022 |
| ST Sidney Tildsley | Executive Officer | 1 | Mar 14, 2019 → Mar 14, 2019 |
| LM Louis A Maglio, Jr. | Executive Officer, Director | 1 | Mar 14, 2019 → Mar 14, 2019 |
| CD Charles J O'Donnell | Executive Officer | 1 | Mar 14, 2019 → Mar 14, 2019 |
| JB John J Broderick | Executive Officer, Director | 1 | Mar 14, 2019 → Mar 14, 2019 |
| RH Robert M Hayes | Executive Officer | 1 | Mar 14, 2019 → Mar 14, 2019 |
| JN John F. Nugent | Executive Officer, Director | 1 | Sep 24, 2018 → Sep 24, 2018 |
| JM John Marcaccio | Director | 1 | Sep 24, 2018 → Sep 24, 2018 |
| ZF Zachary Furman | Executive Officer | 1 | Mar 16, 2016 → Mar 16, 2016 |
| AR Argosy Real Estate Manager, L.P. entity | Promoter | 1 | Apr 19, 2013 → Apr 15, 2015 |
| AR Argosy Real Estate Parallel Partners III GP - MS, L.P. entity | Executive Officer, Promoter | 1 | Oct 9, 2014 → Apr 15, 2015 |
| AR Argosy Real Estate Partners II GP, L.P. entity | Executive Officer, Promoter | 1 | Aug 11, 2011 → Aug 11, 2011 |
| AA Amachie Ackah | Executive Officer | 1 | Aug 11, 2011 → Aug 11, 2011 |
6 of 30 issuers (first 30 of 50 issuers checked; each issuer page has its own record) have a matched state registry record — records by status: active 6.
Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.
ARGOSY CAPITAL (legal name: ARGOSY CAPITAL GROUP, LLC) — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Mar 23, 2012 · SEC file 801-73958 · Main office: WAYNE, PA · IAPD record ↗ · Form ADV filing (PDF) ↗
Regulatory assets under management: $3,725,970,530 as reported on Form ADV filed Jun 30, 2026 (Item 5.F(2)(c)) · 51 accounts (Item 5.F(2)(f))
Websites listed on Form ADV (Item 1.I): WWW.LINKEDIN.COM/COMPANY/ARGOSY-REAL-ESTATE ↗
Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.
Matched on issuer name = adviser other name, same state (PA) · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 9:56 PM ET
No Meta Pixel ids or Facebook / Instagram page links on file for Argosy as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.
Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.
No website or social profile named in Argosy's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #113,140 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓
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