Argosy-Lionbridge Management, LLC

RIASEC Registered

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 an SEC-registered hedge fund adviser that serves institutional clients, primarily through pooled investment vehicles and mandates for businesses or institutions. The firm charges both a percentage-of-assets management fee and performance-based fees. It operates as a limited liability company and also acts in sponsor and general partner capacities for pooled vehicles, indicating direct manager responsibilities in addition to advisory services. The firm does not identify as an active ESG investor.