SEC-Registered Investment Adviser
Argosy-Lionbridge Management, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated September 21, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- November 24, 2023
- Principal office
- 900 West Valley Road, Suite 1000, Wayne, PA 19087
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Website
- argosylbm.com
Scale
- Regulatory AUM
- $189.1M
- Attributable to non-US clients
- $12.1M
- Accounts
- 9
- Clients
- 0
- Employees
- 6, 6 in advisory roles
- Private funds advised
- 3
- Private fund gross assets
- $38.5M
- Fund types
- 3 hedge funds
- Funds with Form D records
- 2 issuers in AltStreet's ledger, $22.8M reported sold across them
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients
- Compensated by
- a percentage of assets under management and performance-based fees
- Client types
- high net worth individuals; pooled investment vehicles (5); charitable organizations; other investment advisers; insurance companies
- Related persons include
- another investment adviser and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 4 investment advisers
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (September 21, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.