ARGUS EQUITY PARTNERS, LLC

Adviser information for ARGUS EQUITY PARTNERS, LLC last updated from Form ADV on March 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location New York, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 162 $29.4M
Non-Discretionary 11 $17.0M
Total 173 $46.5M

Clients

Type Number RAUM
Individuals 73 $13.9M
HNW Individuals 15 $32.6M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-121610
SEC ERA File Number 801-121610
SEC CIK Numbers None
SEC CRD Numbers 306518
Legal Entity Identifier None

Principal Office

199 BURBANK DR
AMHERST
NY
United States
Monday - Friday, 9:00 AM - 4:00 PM
Tel: 716-838-5504, Fax: 716-839-2199

Websites

Chief Compliance Officer

STEPHEN FIORE TRIPODI
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
199 BURBANK DR
AMHERST
NY
United States
Tel: 716-838-5504
Fax: 716-839-2199
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
TRIPODI, STEPHEN, FIORE Individual MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 07/2012 > 75%

No. Employees, Historic

1050202120222023202420251 on 5/27/20211 on 6/4/20211 on 7/9/20211 on 9/13/20211 on 10/14/20211 on 2/1/20221 on 2/24/20221 on 1/19/20231 on 3/14/20231 on 2/22/20241 on 3/7/2024

RAUM, Historic

60M30M02021202220232024202539450000 on 5/27/202139450000 on 6/4/202139450000 on 7/9/202139450000 on 9/13/202139450000 on 10/14/202139450000 on 2/1/202250995167 on 2/24/202250995167 on 1/19/202339554557 on 3/14/202339554557 on 2/22/202446465523 on 3/7/2024

No. Clients, Historic

200100020212022202320242025184 on 5/27/2021184 on 6/4/2021184 on 7/9/2021184 on 9/13/2021184 on 10/14/2021184 on 2/1/202294 on 2/24/202294 on 1/19/202393 on 3/14/202393 on 2/22/202488 on 3/7/2024