DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Argonaut Private Capital, LP
Latest filing Aug 20, 2026
First filing on the tape May 3, 2016 · 16 filings
SEC status approved since May 6, 2016
RAUM
$3.0B
reported, Item 5.F
Discretionary
56%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
23
19 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
8
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$3.0B as of Aug 20, 2026
Mar 31, 2017$1.7B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 20, 2026
Mar 31, 20170 then
Employees (5.A)23 as of Aug 20, 2026
Mar 31, 201713 then
Private funds8 as of Aug 20, 2026
Mar 31, 20174 then
RAUM -11% over the last fiscal year+1.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 20, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $376MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 56%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -11%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.6B, 6 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$3.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.6B for 6 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Arg Private Equity, LLC | Private Equity Fund | $1.0B | 1 | Sep 2, 2016 |
| Argonaut Private Equity Fund IV, LP | Private Equity Fund | $667M | 64 | Mar 30, 2019 |
| Argonaut Private Equity Fund III, LP | Private Equity Fund | $650M | 30 | Sep 2, 2016 |
| Argonaut Private Equity Fund V, LP | Private Equity Fund | $550M | 103 | Mar 31, 2022 |
| Arg Private Equity II, LLC | Private Equity Fund | $519M | 1 | Sep 2, 2016 |
| Argonaut Private Equity Fund III Aiv, LP | Private Equity Fund | $216M | 30 | Mar 31, 2017 |
| Argonaut Private Equity Fund IV-A, LP | Private Equity Fund | $124M | 10 | Mar 30, 2019 |
| Argonaut Private Equity Fund V-A, LP | Private Equity Fund | $66.7M | 16 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- Kelby Hagar · Presidentcontrolsince 01/2018 · owns less than 5%
- Ryan Steven Mitchell · Chief Executive Officercontrolsince 04/2016 · owns less than 5%
- Joseph Patrick Sullivan · Chief Compliance Officercontrolsince 04/2016 · owns less than 5%
- Dean Philip Vantrease · Chief Financial Officer; General Counsel; Secretarycontrolsince 04/2016 · owns less than 5%
- Kelby Hagar · Membercontrolsince 01/2023 · owns 75% or more of 16th Fairway, LLC
- Ryan Steven Mitchell · Membercontrolsince 04/2016 · owns 75% or more of Bw Capital Holdings, LLC
- Ryan Steven Mitchell · Shareholdercontrolsince 04/2016 · owns 75% or more of Bw Investment Management, Inc.
Entity owners
- Bw Capital Holdings, LLC · Limited Partnerdirect · owns 75% or more
- Bw Investment Management, Inc. · General Partnerdirect · owns less than 5%
- 16th Fairway, LLC · Limited Partnerdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- Argonaut Fund III Gp, LPinvestment adviserpooled vehicle sponsorn
- Argonaut Fund IV Gp, LPinvestment adviserpooled vehicle sponsorn
- Argonaut Fund V Gp, LPinvestment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 18 to 19Mar 28, 2025 to Mar 30, 2026
- Assets in custody · $1.7B to $1.6BMar 28, 2025 to Mar 30, 2026
- Employees · 25 to 23Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.8B to $1.7BMar 28, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $1.6B to $1.3BMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $3.4B to $3.0BMar 28, 2025 to Mar 30, 2026
- RAUM · $3.4B to $3.0BMar 28, 2025 to Mar 30, 2026
- Advisory employees · 16 to 18Mar 29, 2024 to Mar 28, 2025
- Assets in custody · $1.8B to $1.7BMar 29, 2024 to Mar 28, 2025
- Employees · 20 to 25Mar 29, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 28, 2025
- Discretionary RAUM · $2.1B to $1.8BMar 29, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $1.4B to $1.6BMar 29, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $3.5B to $3.4BMar 29, 2024 to Mar 28, 2025
- RAUM · $3.5B to $3.4BMar 29, 2024 to Mar 28, 2025
- Advisory employees · 17 to 16Mar 30, 2023 to Mar 29, 2024
- Assets in custody · $1.6B to $1.8BMar 30, 2023 to Mar 29, 2024
- Employees · 23 to 20Mar 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.7B to $2.1BMar 30, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $1.1B to $1.4BMar 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $2.9B to $3.5BMar 30, 2023 to Mar 29, 2024
- RAUM · $2.9B to $3.5BMar 30, 2023 to Mar 29, 2024
- Related adviser · false to trueMar 30, 2023 to Mar 29, 2024
- Advisory employees · 15 to 17Mar 31, 2022 to Mar 30, 2023
- Assets in custody · $1.2B to $1.6BMar 31, 2022 to Mar 30, 2023
- Employees · 20 to 23Mar 31, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.3B to $1.7BMar 31, 2022 to Mar 30, 2023
- Non-discretionary RAUM · $1.5B to $1.1BMar 31, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $2.7B to $2.9BMar 31, 2022 to Mar 30, 2023
- RAUM · $2.7B to $2.9BMar 31, 2022 to Mar 30, 2023
- Accounts · 6 to 8Mar 30, 2021 to Mar 31, 2022
- Pooled vehicle clients · 6 to 8Mar 30, 2021 to Mar 31, 2022
- Assets in custody · $761M to $1.2BMar 30, 2021 to Mar 31, 2022
- Employees · 19 to 20Mar 30, 2021 to Mar 31, 2022
- Private funds · 6 to 8Mar 30, 2021 to Mar 31, 2022
- Discretionary RAUM · $952M to $1.3BMar 30, 2021 to Mar 31, 2022
- Non-discretionary RAUM · $1.3B to $1.5BMar 30, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $2.2B to $2.7BMar 30, 2021 to Mar 31, 2022
- RAUM · $2.2B to $2.7BMar 30, 2021 to Mar 31, 2022
- Assets in custody · $911M to $761MMar 30, 2020 to Mar 30, 2021
Signals
2 dated events
- Kelby Hagar (President) appeared on Schedule A of Argonaut Private Capital, LpMar 30, 2019 · Control person joined · fact
- Argonaut Private Capital, Lp filed its initial SEC registration (Form ADV)May 3, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Argonaut Private Capital, LP · Independent Sponsorsshared crd · capital_provider
- Argonaut Private Capital, LP · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/ARGONAUTPEreportedpublic record, Form ADV, Sep 17, 2026
- Website
- ARGONAUTPE.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 918-392-9611reportedpublic record, Form ADV, Aug 20, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026