SourcingSourcing

ARGONAUT PRIVATE CAPITAL, LP

C28
CRD 283878·SEC 801-107803·TULSA, OK
AUM
$3.01B
$1B+
Est. Revenue
$30.1M
@ 1% on AUM
Est. EBITDA
$9.0M
@ 30% margin
Est. Deal Value
$72.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARGONAUT PRIVATE CAPITAL, LP
CRD
283878
SEC file #
801-107803
EIN
000000000
DBA names
—

Economics

AUM
$3.01B
AUM band
$1B+
AUM trajectory
'20'26
$1.99B → $3.01B▲ +51%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
23
Advisory staff (per ADV)
19
Advisory staff (5-yr trend)
'20'26
14 advisors → 19 advisors▲ +36%
Primary office
TULSA OK
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/argonautpe(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BW CAPITAL HOLDINGS, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
BW CAPITAL HOLDINGS, LLC
16TH FAIRWAY, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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 Cik
0001895392
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2021-12-01
Edgar Last Filing Date
2023-11-30
Edgar Form D Count
3
Edgar Form D Offerings
2023-11-302023-11-30 · 0001895392-23-000001
2022-12-012022-12-01 · 0001895392-22-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
Wells Fargo8
E*trade4
Edgar Addresses
Mailing
7030 SOUTH YALE AVENUESUITE 810TULSA, OK 74136
Business
7030 SOUTH YALE AVENUESUITE 810TULSA, OK 74136
Edgar EIN
000000000
Edgar Recent Filings
D/A2023-11-30 · 0001895392-23-000001
D/A2022-12-01 · 0001895392-22-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (4)

4
Hagar, Kelby
Executive Officer · 2.5%
7090495
MITCHELL, STEVEN, RYAN
Executive Officer · 2.5%
5328228
Sullivan, Patrick, Joseph
Executive Officer · 2.5%
6644273
VanTrease, Philip, Dean
Executive Officer · 2.5%
6644272