Transparency and Alignment

COMBINING AN INSTITUTIONAL FRAMEWORK WITH AN ENTREPRENEURIAL APPROACH

Transparency and Alignment

We invest capital on behalf of institutional investors, family offices and high net worth individuals. Our team strives to create value for investors through our deal sourcing capabilities, structuring expertise and active management of our investment portfolio.

Our strategy focuses on investment opportunities that require between $5-25 million of equity capital. We believe this lower middle market segment is underserved, as this investment size is often too large for syndications of high net worth investors and too small for larger institutional funds. We adopt a hands-on approach and target undervalued assets with a high potential to enhance value at the operational level.

Investor Updates

Transparency and Alignment

Consistent Lower Middle Market Focus

Inefficiencies in the lower middle market allow for compelling investment opportunities.

Long-Term Investment Track Record

Demonstrated ability to perform through multiple economic and real estate market cycles.

Diversification by Asset Class and Geography

One of a limited number of diversified allocator funds in the lower middle market.

Transparent Fiduciary Standards

Investment advisor with sophisticated operations and institutional back office resources.

Strong Focus on Risk Management

Sophisticated structuring and risk management practices at both the property and fund level.

Alignment of Interests

Through substantial Argosy fund commitments and broad team participation in carried interest.

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We pride ourselves on being responsive to our investors while providing a high level of transparency.

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