Form D · Other Investment Fund

Argosy Real Estate Opportunity Zone I, L.P.

Wayne, PA · CIK 0001797575

Offering snapshot reported Dec 23, 2021 · SEC filing

Reported sold
$298M
Indefinite offering
Investors reported
202
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Dec 10, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$149M$298MAug 25, 2021: $198,843,000.00Aug 25, 2021Oct 25, 2021: $228,368,000.00Oct 25, 2021Dec 23, 2021: $298,048,960.00Dec 23, 2021

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$228,368,000 → $298,048,960
  • Reported investors153 → 202
  • Minimum accepted$70,000 → $50,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 23, 2021Amendment$298,048,960$69,680,960vs Oct 25, 2021202SEC filing
Oct 25, 2021Amendment$228,368,000$29,525,000vs Aug 25, 2021153SEC filing
Aug 25, 2021Amendment$198,843,000No comparisonNot reportedSEC filing
Jul 29, 2021Amendment$160,388,000$66,950,000vs Jun 23, 2021118SEC filing
Jun 23, 2021Amendment$93,438,000$25,100,000vs Mar 22, 202192SEC filing
Mar 22, 2021Amendment$68,338,000$13,779,000vs Jan 4, 202164SEC filing
Jan 4, 2021Amendment$54,559,000$18,107,000vs Jul 15, 202050SEC filing
Jul 15, 2020Amendment$36,452,000$5,107,000vs Mar 26, 202017SEC filing
Mar 26, 2020Amendment$31,345,000$20,445,000vs Dec 23, 201917SEC filing
Dec 23, 2019Initial$10,900,000No comparison2SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$413K
Finders' fees
$0
Form D file number
021-356339

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
KIPLING CAPITAL, INC.41196
Equus Financial Consulting LLC131449
William J. Mayer Securities, LLC104422

Source: Form D, filed Dec 23, 2021. 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 REAL ESTATE OPPORTUNITY ZONE I, L.P.

Investment adviser: ARGOSY CAPITAL GROUP, LLC

Gross asset value
$298M
Beneficial owners
203
ADV minimum commitment
$100K

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

Service providers

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS PHILADELPHIA, Pennsylvania, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor KPMG, LLP PHILADELPHIA, Pennsylvania, United States
Custodian UNIVEST CORPORATION OF PENNSYLVANIA SOUDERTON, Pennsylvania, 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

KPMG, LLP
PCAOB 185

UNIVEST CORPORATION OF PENNSYLVANIA
LEI 4WII2HCR8UEWNU03U507

Filing source

Form ADV 2116738 · Jun 30, 2026 · Schedule D 7.B.(1), fund 805-3062655425

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
David J. Butler Executive
Paul M. Grassinger Executive
John P. Kirwin Executive
Sarah Roth Executive
Andrew J. Stewart Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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