Form D · Other Investment Fund

Argosy Strategic Partners III, LP

Wayne, PA · CIK 0002015019

Offering snapshot reported Mar 25, 2026 · SEC filing

Reported sold
$137M
Indefinite offering
Investors reported
81
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Mar 18, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$68.4M$137MMar 29, 2024: $60,000,000.00Mar 29, 2024Mar 26, 2025: $100,130,000.00Mar 26, 2025Mar 25, 2026: $136,850,000.00Mar 25, 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.

  • Reported sold$100,130,000 → $136,850,000
  • Reported investors67 → 81
  • Minimum accepted$100,000 → $50,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 25, 2026Amendment$136,850,000$36,720,000vs Mar 26, 202581SEC filing
Mar 26, 2025Amendment$100,130,000$40,130,000vs Mar 29, 202467SEC filing
Mar 29, 2024Initial$60,000,000No comparison43SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$149K
Finders' fees
$0
Form D file number
021-509088

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Alfinas Alternative Capital Advisers LtdNone

Source: Form D, filed Mar 25, 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

ARGOSY STRATEGIC PARTNERS III, LP

Investment adviser: ARGOSY CAPITAL GROUP, LLC

Gross asset value
$141M
Beneficial owners
71
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

Auditor GRANT THORNTON LLP PHILADELPHIA, Pennsylvania, United States
Custodian BNY MELLON CAPITAL MARKETS, LLC NEW YORK, New York, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY SMITH BARNEY LLC NEW YORK, New York, United States Related to adviser: No
Custodian TRISTATE CAPITAL BANK PITTSBURGH, Pennsylvania, United States Related to adviser: No
Custodian WSFS FINANCIAL CORPORATION BRYN MAWR, Pennsylvania, United States Related to adviser: No
Marketer ALFINAS ALTERNATIVE CAPITAL ADVISERS LTD ZURICH, Switzerland Related to adviser: No
Marketer RAINMAKER SECURITIES, LLC CORAL GABLES, Florida, 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

BNY MELLON CAPITAL MARKETS, LLC
SEC 8-35255

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

TRISTATE CAPITAL BANK
LEI 5493002GQNJKJONGBS18

WSFS FINANCIAL CORPORATION
LEI 549300SU7VQHD6QRG886

RAINMAKER SECURITIES, LLC
CRD 132995 · SEC 8-66667

Filing source

Form ADV 2116738 · Jun 30, 2026 · Schedule D 7.B.(1), fund 805-5688877542

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
Rui Gao Executive
Christopher Kim 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