Argonaut Private Capital, Lp
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Overview
Argonaut Private Capital, Lp operates as a financial advisor company based in Tulsa, Oklahoma. Argonaut Private Capital, Lp has $2.9 billion in assets under management throughout eight customer accounts, making it one of the biggest firms in the United States by assets under management (AUM). Argonaut Private Capital, Lp has a small team, including 17 financial advisors. Argonaut Private Capital, Lp does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments like options, stocks and bonds.
Argonaut Private Capital, Lp oversees the majority of the company's accounts on a discretionary basis. Discretionary management is a structure in which transaction judgments for the client's account are made by a portfolio manager without requiring client authorization. Argonaut Private Capital, Lp also administers two non-discretionary accounts totaling $1.1 billion in AUM. Argonaut Private Capital, Lp's typical account size is $356.6 million. The typical advisor at Argonaut Private Capital, Lp oversees fewer than one client account, placing it among the most individualized advisor firms in the country.
Argonaut Private Capital, Lp's central office is at 7030 S Yale Ave, Tulsa, Oklahoma 74136. It is legally registered to serve clients in the state of Oklahoma.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Argonaut Private Capital, Lp by the Numbers
$2.9 billion
23
8
$356.6 million
Fee Structure
Fees for financial management largely are based on the services provided. However, fees charged by the company most likely consist of the following fee types: asset-based or performance-based. Argonaut Private Capital, Lp does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pooled investment vehicles. Out of its eight accounts, Argonaut Private Capital, Lp's largest client by number of accounts is pooled investment vehicles. None of its clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Argonaut Private Capital, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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