A complete list of active advisors currently associated with Argos Capital Partners, LLC

Warmer can help you find a great advisor at Argos Capital Partners, LLC or one who fits your needs even better.

Argos Capital Partners provides investment advisory and financial planning primarily to ultra‑high net worth families connected to Argos Family Office, and to a small number of pooled and institutional clients, including a pension plan client. The firm offers individualized advice, ongoing monitoring, and due diligence across ETFs, third‑party managers, mutual funds, individual securities, and privately offered investments, and it also advises and manages several private funds. ACAP’s primary recommendation for liquid assets is passive, index‑based investing—either direct ETF exposure or allocating to third‑party advisers to construct index‑tracking portfolios—while it also allocates to active managers and alternative strategies where appropriate. The firm performs third‑party manager due diligence, evaluates direct private and real estate investments, and, when clients invest through the Argos Funds, ACAP exercises investment discretion over those fund assets until realization. Compared with many investment managers, ACAP is notable for having most of its advisory assets on a non‑discretionary basis while maintaining discretionary authority for its private fund investments, and for serving both ultra‑high net worth family relationships (counted as sub‑families) and a pension plan client. The firm conducts and documents adviser selection for client allocations, operates side‑by‑side private funds with employee participation in some fund investments, and discloses a familial employment connection to one recommended index‑tracking adviser.

To learn more about the advisors currently working at Argos Capital Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

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