SourcingSourcing

ARGOSY CAPITAL GROUP, LLC

C22
CRD 160212·SEC 801-73958·WAYNE, PA
AUM
$3.74B
$1B+
Est. Revenue
$37.4M
@ 1% on AUM
Est. EBITDA
$11.2M
@ 30% margin
Est. Deal Value
$89.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARGOSY CAPITAL GROUP, LLC
CRD
160212
SEC file #
801-73958
EIN
—
DBA names
Argosy Capital

Economics

AUM
$3.74B
AUM band
$1B+
AUM trajectory
'20'26
$1.31B → $3.74B▲ +184%
Client mix
Pooled Investment Vehicles51

Operations

Employees (total)
82
Advisory staff (per ADV)
60
Advisory staff (5-yr trend)
'20'26
28 advisors → 60 advisors▲ +114%
Primary office
WAYNE PA
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
linkedin.com/company/argosy-real-estate(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TERKER, BRUCE, EVANS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
TERKER, BRUCE, EVANS
GAO, RUI
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley9
E*trade4
Bny Mellon2
Jpmorgan2
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4365459
Trust Company Affiliate
No

People (4)

4
TERKER, BRUCE, EVANS
Direct Owner · 87.5%
4365459
GAO, RUI
Executive Officer · 2.5%
6628984
Lyren, Melanie, Cafe
Executive Officer · 2.5%
6690615
ROTH, SARAH, GIBSON
Executive Officer · 2.5%
3093322