Form D · Other Investment Fund

Argosy Healthcare Partners I, L.P.

Wayne, PA · CIK 0001990091

Offering snapshot reported Nov 18, 2024 · SEC filing

Reported sold
$40.7M
Indefinite offering
Investors reported
36
Form D · investor count
Minimum accepted
$40K
Reported outside-investor minimum
First sale
Oct 6, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$20.3M$40.7MOct 13, 2023: $40,000,000.00Oct 13, 2023Nov 18, 2024: $40,650,000.00Nov 18, 2024

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.

  • Reported sold$40,000,000 → $40,650,000
  • Reported investors33 → 36

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 18, 2024Amendment$40,650,000$650,000vs Oct 13, 202336SEC filing
Oct 13, 2023Initial$40,000,000No comparison33SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-494676

Source: Form D, filed Nov 18, 2024. 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

ARGOSY HEALTHCARE PARTNERS I, L.P.

Investment adviser: ARGOSY CAPITAL GROUP, LLC

Gross asset value
$63.8M
Beneficial owners
39
ADV minimum commitment
$50K

Reported in Form ADV on Jun 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor GRANT THORNTON LLP PHILADELPHIA, Pennsylvania, United States
Custodian TRISTATE CAPITAL BANK PITTSBURGH, Pennsylvania, United States Related to adviser: No
Marketer FALLS BRIDGE SECURITIES, LLC BALA CYNWYD, Pennsylvania, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

GRANT THORNTON LLP
PCAOB 248

TRISTATE CAPITAL BANK
LEI 5493002GQNJKJONGBS18

FALLS BRIDGE SECURITIES, LLC
CRD 299526 · SEC 8-70247

Filing source

Form ADV 2116738 · Jun 30, 2026 · Schedule D 7.B.(1), fund 805-4190474399

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
Paul Barrett Executive
Rui Gao Executive
John P. Kirwin Executive
Sarah G. Roth Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
900 West Valley Road, Suite 1000
Wayne, PA, 19087