ARGOSY-LIONBRIDGE MANAGEMENT, LLC

RIASEC RegisteredEst. 2023

Total AUM

$189M

Discretionary

$189M

100% of AUM

Avg account

$21M

Accounts

Employees

Advisory reps

Firm details

Headquarters: WAYNE, Pennsylvania
CRD number: 325413
Registered since: November 24, 2023
Website: argosylbm.com
Custodians: THE BANK OF NEW YORK MELLON, INTERACTIVE BROKERS LLC, J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Charitable Organizations45.92%
HNWI26.72%
Pooled Investment Vehicles20.38%
Other Investment Advisers5.29%
Insurance Companies1.69%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Argosy-Lionbridge Management, LLC is a hedge-fund–style adviser organized as an LLC and registered with the SEC in 2023. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles and for businesses or institutions. Its compensation includes both a percentage-of-AUM component and performance-based fees. FINTRX categorizes the firm as not actively pursuing ESG integration and not operating as a multi-state adviser; ownership is listed as both a domestic entity and an individual. The firm also acts in sponsor and GP roles for pooled vehicles.