Form D · Other Investment Fund

Argosy Real Estate Opportunity Zone Parallel I, L.P.

Wayne, PA · CIK 0001869488

Offering snapshot reported Dec 23, 2021 · SEC filing

Reported sold: $2.55M
Investors reported: 10
Minimum accepted: $100K
First sale: Jun 18, 2021

Fundraising history

Reported sold

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$1,822,000 → $2,551,040

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 23, 2021	Amendment	$2,551,040	$729,040vs Aug 25, 2021	10	SEC filing
Aug 25, 2021	Amendment	$1,822,000	No comparison	Not reported	SEC filing
Jul 28, 2021	Amendment	$1,462,000	No comparison	Not reported	SEC filing
Jul 7, 2021	Initial	$510,000	No comparison	Not reported	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-405360

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
KIPLING CAPITAL, INC.	41196

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 PARALLEL I, LP

Investment adviser: ARGOSY CAPITAL GROUP, LLC

Gross asset value: $2.56M
Beneficial owners: 10
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 805-3461330659

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
Name	Reported 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