Argand Partners, Lp
- Regulatory AUM
- $827M
- Discretionary
- $827M
- Clients
- 17
- Avg AUM / client
- $48.6M
- Accounts
- 17
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 17 | $827M | 100.0% |
Private funds (13)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.5B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Argand Partners Fund, Lp | Private Equity Fund | Cayman Islands | $533M | 27 |
| Sigma Co Investment Holdings, Lp master | Private Equity Fund | Cayman Islands | $362M | 23 |
| Poseidon Co Investment Holdings, Lp | Private Equity Fund | Cayman Islands | $145M | 17 |
| Wrigley Co Investment Holdings, Lp | Private Equity Fund | Delaware | $136M | 13 |
| Cfll Holdings, Llc | Private Equity Fund | Delaware | $127M | 5 |
| Brintons Co Investment Holdings Lp master | Private Equity Fund | Cayman Islands | $83.2M | 14 |
| Sigma Performance Interests Holdings, Lp feeder | Private Equity Fund | Cayman Islands | $42.9M | 2 |
| Argand Partners Institutional Co Invest Fund, Lp | Private Equity Fund | Cayman Islands | $36.0M | 1 |
| Argand Partners Sea Fund Ai, Lp | Private Equity Fund | Cayman Islands | $26.9M | 86 |
| Rainier Co Investment Holdings, Lp | Private Equity Fund | Cayman Islands | $25.9M | 30 |
| Argand Partners Sea Fund Qp, Lp | Private Equity Fund | Cayman Islands | $17.1M | 31 |
| Argand Partners Team Co Invest Fund, Lp | Private Equity Fund | Cayman Islands | $8.7M | 15 |
| Brintons Performance Interests Holdings Lp feeder | Private Equity Fund | Cayman Islands | $2.4M | 1 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Morgan, Howard, Dewitt | Managing Partner & Co Founder | Mar 1994 (32y) | ≈ 18.75% – 50% via Mz Associates, Llc | |
| Del Toro, Joseph, Gerard | Chief Financial Officer | Aug 2015 (11y) | ≈ 3.75% – 10% via Joseph G. Del Toro, Llc | |
| Faust, Heather, Lynne | Managing Partner & Co Founder | Oct 2015 (11y) | ≈ 18.75% – 50% via Branch Point, Llc | |
| Schnoedl, Joyce, Demonteverde | Member | Jan 2016 (11y) | ≈ 3.75% – 10% via N Partners Llc | |
| Katz, Samantha, R. | General Counsel And Chief Compliance Officer | Sep 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mz Associates, Llc | Limited Partner | Nov 2015 | A | 25% – 50% |
| Branch Point, Llc | Limited Partner | Nov 2015 | A | 25% – 50% |
| Joseph G. Del Toro, Llc | Limited Partner | Jan 2019 | A | 5% – 10% |
| N Partners Llc | Limited Partner | Nov 2015 | A | 5% – 10% |
| Argand Partners, Llc | General Partner | Nov 2015 | A | Less than 5% |
| Mz Associates, Llc | Member | Aug 2015 | B | ≈ 0% – 2.5% via Argand Partners, Llc |
| Branch Point, Llc | Member | Dec 2015 | B | ≈ 0% – 2.5% via Argand Partners, Llc |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Morgan, Howard, Dewitt: 75% – 100% of Mz Associates, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Del Toro, Joseph, Gerard: 75% – 100% of Joseph G. Del Toro, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Faust, Heather, Lynne: 75% – 100% of Branch Point, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Schnoedl, Joyce, Demonteverde: 75% – 100% of N Partners Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Mz Associates, Llc: 25% – 50% of Argand Partners, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Branch Point, Llc: 25% – 50% of Argand Partners, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (13, $1.5B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Argand Partners Fund, Lp | Private Equity Fund | $533M | $10.0M | 27 |
| Sigma Co Investment Holdings, Lp | Private Equity Fund | $362M | $0 | 23 |
| Poseidon Co Investment Holdings, Lp | Private Equity Fund | $145M | $0 | 17 |
| Wrigley Co Investment Holdings, Lp | Private Equity Fund | $136M | $0 | 13 |
| Cfll Holdings, Llc | Private Equity Fund | $127M | $0 | 5 |
| Brintons Co Investment Holdings Lp | Private Equity Fund | $83.2M | $0 | 14 |
| Sigma Performance Interests Holdings, Lp | Private Equity Fund | $42.9M | $0 | 2 |
| Argand Partners Institutional Co Invest Fund, Lp | Private Equity Fund | $36.0M | $10.0M | 1 |
| Argand Partners Sea Fund Ai, Lp | Private Equity Fund | $26.9M | $0 | 86 |
| Rainier Co Investment Holdings, Lp | Private Equity Fund | $25.9M | $0 | 30 |
| Argand Partners Sea Fund Qp, Lp | Private Equity Fund | $17.1M | $0 | 31 |
| Argand Partners Team Co Invest Fund, Lp | Private Equity Fund | $8.7M | $0 | 15 |
| Brintons Performance Interests Holdings Lp | Private Equity Fund | $2.4M | $0 | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 4.39 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗