Form D · Other Investment Fund

ARGI Alternative Investment Fund, LP

Louisville, KY · CIK 0001841340

Offering snapshot reported Mar 5, 2026 · SEC filing

Reported sold
$23.4M
Indefinite offering
Investors reported
87
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Mar 1, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$11.7M$23.4MFeb 12, 2021Feb 17, 2022: $23,410,000.00Feb 17, 2022Jan 18, 2023: $23,410,000.00Jan 18, 2023Feb 16, 2024: $23,410,000.00Feb 16, 2024Mar 24, 2025: $23,410,000.00Mar 24, 2025Mar 5, 2026: $23,410,000.00Mar 5, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 5, 2026Amendment$23,410,000$0vs Mar 24, 202587SEC filing
Mar 24, 2025Amendment$23,410,000$0vs Feb 16, 202487SEC filing
Feb 16, 2024Amendment$23,410,000$0vs Jan 18, 202387SEC filing
Jan 18, 2023Amendment$23,410,000$0vs Feb 17, 202287SEC filing
Feb 17, 2022Amendment$23,410,000No comparison87SEC filing
Feb 16, 2022Initial$23,410,000No comparison87SEC filing
Feb 12, 2021InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-389350

Source: Form D, filed Mar 5, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

ARGI ALTERNATIVE INVESTMENT FUND, LP

Investment adviser: SAGE ADVISORS, LLC

Gross asset value
$19.5M
Beneficial owners
86
ADV minimum commitment
$100K

Reported in Form ADV on Sep 21, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator APEX GROUP LTD. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FORVIS MAZARS, LLP NEW YORK, New York, United States
Custodian INSPIRA FINANCIAL OAK BROOK, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FORVIS MAZARS, LLP
PCAOB 686

Filing source

Form ADV 2133069 · Sep 21, 2026 · Schedule D 7.B.(1), fund 805-3495796601

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A N/A Argi Alternative Investment Management Co., Llc Promoter
N/A N/A Argi Investment Services, Llc Promoter
Richie Phares Executive, Promoter
Patrick Joe Reeves Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2201 High Wickham Place
Louisville, KY, 40245