$3.0M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
7 yrs Firm Age
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- Custodian
- Bank OF America
- Clients
- Retail
- Platforms
- Timber optimaBridge
- Established Date
- 01-18-2019
- Office Locations
- 1
Office Locations
-- Hickory NC
About Argosy Investors
Argosy Capital is an SEC-registered investment adviser focused on lower middle market private markets. It invests through dedicated private equity, real estate, credit, secondaries and healthcare platforms, partnering closely with operating teams to drive value and growth. Track record includes six funds and 120+ platform investments.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Timber Crest vital Capital frontier
Client Personas
Beacon signal Peak
Custodian
Wave Pioneer ember
Investment Themes
Frontier glacier Value Momentum capital
Investment Vehicles
Momentum value
Services
Vital Vital summit Vital Ember legacy
Technology
Radial Capital momentum
Owner & Executives
M
MICHAEL BENJAMIN LOEB
Managing Member
- CRD
- #6547493
- Ownership
- 75% or more
(696) 314-2337
foundation.focus@embercapital.com
in linkedin.com/in/alpha-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,995,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,995,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,995,000
Cash:
49.5% Equity - Exchange:
50.5% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $2,858,712,470 | 49.5% |
| Equity - Exchange | $2,916,464,238 | 50.5% |
| Total | $5,775,176,708 | 100.0% |