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 soldDates 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
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 5, 2026 | Amendment | $23,410,000 | $0vs Mar 24, 2025 | 87 | SEC filing |
| Mar 24, 2025 | Amendment | $23,410,000 | $0vs Feb 16, 2024 | 87 | SEC filing |
| Feb 16, 2024 | Amendment | $23,410,000 | $0vs Jan 18, 2023 | 87 | SEC filing |
| Jan 18, 2023 | Amendment | $23,410,000 | $0vs Feb 17, 2022 | 87 | SEC filing |
| Feb 17, 2022 | Amendment | $23,410,000 | No comparison | 87 | SEC filing |
| Feb 16, 2022 | Initial | $23,410,000 | No comparison | 87 | SEC filing |
| Feb 12, 2021 | Initial | Yet to sell | No comparison | 0 | SEC 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
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.
| Name | Reported 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:Louisville, KY, 40245