Argus Equity Partners, LLC

RIASEC RegisteredEst. 2021
Total AUM
$58.7M
Discretionary
$41M
70% of AUM
Avg account
$331K
Accounts
177
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
306518
Registered since
June 25, 2021
Custodians
CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
Fee structure
Percentage of AUM
Client types
  • HNWI63.07%
  • Individuals36.93%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Argus Equity Partners, LLC is a small, fee-based registered investment adviser focused on portfolio management for individual and family clients. The firm structures accounts around equity-centered strategies, with a stated preference for exchange-traded equities as the primary allocation. Its advisory model is percentage-of-AUM and geared toward direct portfolio management rather than pension consulting or institutional capital allocation. Investment activity skews toward liquid, exchange-traded instruments for core exposure, supplemented by mutual funds and annuities where appropriate for client objectives. The firm does not present itself as an active ESG investor. Given the mix of discretionary and non-discretionary relationships, the manager appears to blend model or separately managed account (SMA) implementations with client-directed holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 84%, Public Funds/Mutual Funds 12%, Cash & Cash Equivalents 4%84%
  • Exchange Traded Equities84%
  • Public Funds/Mutual Funds12%
  • Cash & Cash Equivalents4%

Contacts

2 of 2
  • Stephen Tripodi

    PresidentCRD 721461

  • Nicole Tripodi

    Nicole Tripodi

    Business Development ManagerCRD 7700874

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

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth