Manager of Argosy Capital Group, LLC · Argosy Capital
Bruce E. Terker
CRD 4365459 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Argosy Capital, an SEC-registered private fund adviser based in Wayne, PA with $3.7 billion in regulatory assets, lists Bruce E. Terker on its Form ADV as Manager of Argosy Capital Group, LLC, a control person. The SEC filings also name Bruce at 2 other registered advisers.
Firms and roles
- Argosy CapitalManager of Argosy Capital Group, LLCPrivate fund adviser · Wayne, PA · $3.7B in regulatory assets
- Argosy-Lionbridge Management, LLCOwnerAsset manager · Wayne, PA · $189M in regulatory assets
- OAR FinancialGeneral PartnerAsset manager · Bryn Mawr, PA · $115M in regulatory assets
AtlasMembers
Bruce’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- Melanie C. LyrenChief Compliance Officer, Argosy Capital
- Sarah G. RothCEO of Argosy Capital Group, LLC, Argosy Capital
- Rui GaoCFO of Argosy Capital Group, LLC, Argosy Capital
- Gregory M. MorilloChief Investment Officer, Managing Member, Argosy-Lionbridge Management, LLC
- David J. ButlerCo-Chief Executive Officer, Argosy-Lionbridge Management, LLC
4 more people named with Bruce on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bruce’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.