Argos Capital Partners, LLC

Argos Capital Partners, LLC, established in 2008, specializes in providing financial planning and investment advisory services to ultra-high net worth individuals and family offices. The firm manages assets on both a discretionary and non-discretionary basis, totaling $1,962,569,490 and $678,728,016 respectively, as of December 31, 2024. ACAP offers services such as investment policy statements, due diligence, asset allocation, and investment recommendations across various asset classes, including ETFs, mutual funds, and individual securities. The firm's primary investment recommendation is passive index investing through ETFs or third-party advisers. ACAP also conducts due diligence on alternative investments like hedge funds and private equity funds. Clients may invest in Privately Offered Investments, subject to eligibility requirements. ACAP charges fees based on total investable assets or a percentage of assets under management, with the option for performance fees on certain investments. The firm emphasizes risk management and due diligence in its investment strategies, considering factors like fees, management tenure, leverage, and operational support. ACAP's investment advisory agreement includes provisions for termination, prorated fees, and potential refunds. The firm does not have custody of most client assets but exercises discretion over private fund assets. ACAP's brokerage practices prioritize best execution for client trades and may aggregate orders when beneficial. The firm does not have formal soft dollar arrangements and does not compensate for client referrals. Clients are responsible for voting on publicly traded securities, while ACAP may assess voting rights for certain investments. ACAP's financial information indicates a stable operational status without bankruptcy filings or financial concerns affecting client accounts.