9AT: ARGAND PARTNERS, LP

other names

ARGAND PARTNERS, LP

Adviser Profile

As of Date	07/07/2025
ADV Location	NEW YORK, NY, United States
Adviser Type - Large advisory firm
Number of Employees	17 -6%
of those in investment advisory functions	11 -8%
Registration	SEC, Approved, 11/18/2015

AUM^*	852,455,503 -8%
of that, discretionary	852,455,503 -8%
Private Fund GAV^*	1,409,092,098
Avg Account Size	71,037,959 -8%
SMA’s	No
Private Funds	13
Contact Info	212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count13	GAV$1,409,092,098

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser GOLDEN BELL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.0b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.0b	AUM1.0b	#Funds8
Adviser CORE INDUSTRIAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.8b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.8b	AUM1.8b	#Funds8
Adviser MAYFLOWER ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.8m	AUM4.8b	#Funds2
Adviser PACELINE EQUITY PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.2b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.2b	AUM2.0b	#Funds9
Adviser ALLY BRIDGE GROUP (PE) LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.0b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.0b	AUM1.4b	#Funds9
Adviser D. E. SHAW RENEWABLE INVESTMENTS, L.L.C.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM971.7m	#Funds-
Adviser NEXTECH VENTURES (US) LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.6b	#Funds-
Adviser OVERBROOK MANAGEMENT CORPORATION	Hedge Fund83.1m	Liquidity Fund-	Private Equity Fund328.5k	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV83.5m	AUM1.1b	#Funds3
Adviser MARBLE HARBOR INVESTMENT COUNSEL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.3m	AUM1.3b	#Funds3
Adviser AEGIS CAPITAL CORP.	Hedge Fund-	Liquidity Fund-	Private Equity Fund321.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV321.3m	AUM1.4b	#Funds46

Brochure Summary

Overview

ADVISORY BUSINESS Argand is a New York and San Francisco Bay Area‐based private equity firm focused primarily on acquiring controlling interests in middle‐market businesses. Argand was formed in 2015. Argand and/or one or more of its affiliates provide investment advisory services to private equity funds (the “Funds” or “Clients”). The limited partners or members in the Funds are the “Investors.” Each general partner or managing member of the Funds is, collectively, the “General Partners.” The General Partners of the Funds are affiliates of Argand. The investment strategy of the Funds is described in Item 8 below and set forth more fully in the private placement memoranda or other offering materials of the Funds (the “Offering Documents”). The Funds include (i) Argand Partners Fund, LP, including any associated alternative investment vehicles, parallel funds, or other investment funds investing in concert, and that are privately‐offered to certain qualifying investors (the “Main Funds”), and (ii) certain other vehicles formed by the Main Funds for the purpose of investing in one or more portfolio companies and

that may be privately offered to strategic and other investors that may or may not be limited partners in the Main Funds and that wish to invest alongside the Main Funds in a portfolio investment (the “Co‐Investment Funds”). Each of the Funds is managed in accordance with its own investment objectives, strategies, restrictions, and guidelines set forth in its respective Offering Documents and governing agreements, including, if applicable, any management or advisory agreement between Argand and such Fund (the “Management Agreement”). The investment advisory services provided by Argand to the Funds are not tailored to the needs of any individual Investor. Additional information about each of the Funds can be found in its respective Offering Documents and governing agreements. Argand’s principal owners are Joseph G. Del Toro, Heather L. Faust, Howard D. Morgan, and Joyce D. Schnoedl (each of whom holds interests indirectly through intermediate entities). As of December 31, 2023, Argand has $928,979,459 in assets under management on a discretionary basis and no assets under management on a nondiscretionary basis.

ARGAND PARTNERS, LP

Adviser Profile

Details

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Similar advisers

Brochure Summary

Overview