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 privately held limited liability company that operates as a hedge fund advisor to institutional clients. The firm registered with the SEC in 2023 and charges a mix of asset-based and performance-based fees. Its advisory work is focused on portfolio management for pooled investment vehicles and for businesses or institutional balance sheets; it also serves as an adviser and sponsor and acts as a GP/managing member of pooled vehicles it manages. The firm is not described as an ESG investor, and it does not present itself primarily as a capital allocator to external managers.