ARGOS GLOBAL ADVISORS, LLC

RIASEC RegisteredEst. 2018
Total AUM
$13M
Discretionary
$13M
100% of AUM
Avg account
$13M
Accounts
1
Employees
3
Advisory reps
3

Firm details

Headquarters
SANTA BARBARA, California
CRD number
287672
Registered since
October 23, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Argos Global Advisors, LLC is an SEC-registered hedge fund adviser that has been in registration since 2018 and is individually owned. The firm is positioned to manage both pooled investment vehicles and separate portfolios; its stated advisory activities include portfolio management for individuals and small businesses as well as for pooled investment vehicles. The snapshot identifies the firm's client base as institutional, and its compensation model combines a percentage-of-assets fee with performance-based fees. Argos Global Advisors also reports being an active ESG investor and is listed as a related adviser to other entities.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • DYLAN MINOR

    Chief StrategistCRD 2245009

Contacts

2 of 2
  • BRYAN REINHARD

    DirectorCRD 3257820

  • ROBERT SCHULTZ

    Senior Wealth AdvisorCRD 5640026

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SANTA BARBARA, CA

SANTA BARBARA

Location

SANTA BARBARA, CA

Headquartered in SANTA BARBARA, CA, in the West of the United States.

Region
West
County
SANTA BARBARA
Address
812 Anacapa St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth