ARGOS CAPITAL PARTNERS, LLC
Adviser information for ARGOS CAPITAL PARTNERS, LLC last updated from Form ADV on March 29th, 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 | Missouri, United States |
Employees
Total Number of Employees | 14 |
---|---|
Investment Advisory/Research | 14 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
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 | 4 | $552.3M |
Non-Discretionary | 989 | $1.1B |
Total | 993 | $1.6B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 62 | $1.1B |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 4 | $552.3M |
Pension and profit sharing plans | <5 | $10.0M |
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 | <5 | $12.7M |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 51-100 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers) |
---|---|
Compensation | % of AUMPerformance-based fees |
Identifiers
SEC RIA File Number | 801-69958 |
---|---|
SEC ERA File Number | 801-69958 |
SEC CIK Numbers | None |
SEC CRD Numbers | 116165 |
Legal Entity Identifier | None |
Principal Office
477 N. LINDBERGH BLVD.SUITE 200
ST. LOUIS
MO
United States
Monday - Friday, 9:00 AM - 4:00 PM
Tel: 314-898-9893, Fax: 314-898-9901
Chief Compliance Officer
PAUL TICE
MANAGING MEMBER
477 N. LINDBERGH BLVD.
SUITE 200
ST. LOUIS
MO
United States
Tel:
314-898-9893
Fax:
314-898-9901
P****@***********************M
(Full email address available in API data)
Regulatory Contact
ROBERT ENSOR
MANAGING DIRECTOR OF INVESTMENT MANAGEMENT
477 N. LINDBERGH BLVD.
SUITE 200
ST. LOUIS
MO
United States
Tel:
314-898-9888
Fax:
314-898-9901
R*****@***********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
ARGOS FUND, LLC | PRIVATE EQUITY/REAL ESTATE | $513.7M | $0.0M | 68 |
ARGOS OPPORTUNITY FUND 19, LLC | PRIVATE EQUITY/REAL ESTATE | $14.0M | $0.0M | 24 |
SPC CO-INVEST FUND III, LLC | PRIVATE EQUITY/REAL ESTATE | $9.3M | $0.0M | 23 |
SPC FAMILY OFFICE FUND II, LLC | PRIVATE EQUITY/REAL ESTATE | $15.3M | $0.0M | 25 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
TICE, PAUL, NORMAN | Individual | – | CHIEF COMPLIANCE OFFICER & MANAGING PARTNER | 04/2000 | < 5% |
ENSOR, ROBERT, PAUL | Individual | – | MANAGING DIRECTOR, INVESTMENT MANAGEMENT | 09/2008 | < 5% |
WETTERAU VENTURES, LP | Domestic Entity | – | OWNER | 12/2011 | 10-25% |
HELEN K WETTERAU 1999 IRREVOCABLE TRUST NO. 3 | Domestic Entity | WETTERAU VENTURES, LP | LIMITED PARTNER | 11/1999 | 25-50% |
BLACK SWAN INVESTMENTS LLC | Domestic Entity | – | OWNER | 12/2011 | 25-50% |
KUEHNLE INVESTMENTS LLC | Domestic Entity | – | OWNER | 12/2011 | 10-25% |
SCOULAR, ROBERT, FRANK | Individual | WILLIAM F. HOLEKAMP IRREVOCABLE TRUST OF 2019 | TRUSTEE | 12/2011 | |
KUEHNLE, RICHARD, TIMOTHY | Individual | KUEHNLE INVESTMENTS LLC | MANAGER | 01/2008 | 25-50% |
TICE, PAUL, NORMAN | Individual | BLACK SWAN INVESTMENTS LLC | MANAGER | 12/2007 | |
HELEN K. WETTERAU 2020 IRREVOCABLE TRUST NO. 1 DATED MARCH 12, 2020 | Domestic Entity | WETTERAU VENTURES, LP | LIMITED PARTNER | 10/2014 | 25-50% |
HELEN K. WETTERAU 2014 IRREVOCABLE TRUST NO. 2 DATED APRIL 8, 2014 | Domestic Entity | WETTERAU VENTURES, LP | LIMITED PARTNER | 04/2014 | 25-50% |
NANCY PARKER TICE REVOCABLE TRUST | Domestic Entity | BLACK SWAN INVESTMENTS LLC | MEMBER | 12/2007 | > 75% |
TICE, NANCY, PARKER | Individual | NANCY PARKER TICE REVOCABLE TRUST | TRUSTEE | 10/2000 | |
HC ARGOS HOLDINGS, LLC | Domestic Entity | – | OWNER | 05/2023 | 10-25% |
CTG LEGACY TRUST COMPANY, LLC | Foreign Entity | HELEN K. WETTERAU 2020 IRREVOCABLE TRUST NO. 1 DATED MARCH 12, 2020 | TRUSTEE | 03/2020 | |
VOGEL, PAUL, LEROY | Individual | HELEN K WETTERAU 1999 IRREVOCABLE TRUST NO. 3 | TRUSTEE | 11/1999 | |
W5 FAMILY TRUST COMPANY, LLC | Domestic Entity | HELEN K. WETTERAU 2014 IRREVOCABLE TRUST NO. 2 DATED APRIL 8, 2014 | TRUSTEE | 03/2020 | |
WILLIAM F. HOLEKAMP IRREVOCABLE TRUST OF 2019 | Domestic Entity | HC ARGOS HOLDINGS, LLC | GENERAL PARTNER | 05/2023 | > 75% |
Kuehnle, Angeline, Marie | Individual | KUEHNLE INVESTMENTS LLC | MEMBER | 01/2008 | 25-50% |