{
  "crd_number": 325413,
  "slug": "argosy-lionbridge-management-llc-wayne-pa-325413",
  "primary_business_name": "ARGOSY-LIONBRIDGE MANAGEMENT, LLC",
  "legal_name": "ARGOSY-LIONBRIDGE MANAGEMENT, LLC",
  "dbas": [],
  "city": "Wayne",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-11-24",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-09-21",
  "carried_forward": false,
  "raum_total": 189069851.0,
  "raum_discretionary": 189069851.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 86828412.0,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 3195131.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 10000000.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 50517003.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 38529305.0,
      "count": 5
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY",
    "PA"
  ],
  "websites": [
    "https://argosylbm.com",
    "https://linkedin.com/company/argosy-lionbridge-management"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325413",
  "city_as_filed": "WAYNE",
  "url": "https://advisorcensus.com/firm/argosy-lionbridge-management-llc-wayne-pa-325413",
  "display_name": "Argosy-Lionbridge Management, LLC",
  "summary": "Argosy-Lionbridge Management, LLC is an SEC-registered investment advisory firm in Wayne, PA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.",
  "citation": "AdvisorCensus. Argosy-Lionbridge Management, LLC (CRD 325413): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Argosy-Lionbridge Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Argosy-Lionbridge Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "What does Argosy-Lionbridge Management, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Argosy-Lionbridge Management, LLC located?",
      "a": "Argosy-Lionbridge Management, LLC's principal office is in Wayne, PA, according to its Form ADV."
    },
    {
      "q": "Is Argosy-Lionbridge Management, LLC registered with the SEC or a state?",
      "a": "Argosy-Lionbridge Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325413."
    },
    {
      "q": "How much does Argosy-Lionbridge Management, LLC manage?",
      "a": "Argosy-Lionbridge Management, LLC reports $189,069,851 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary)."
    },
    {
      "q": "How have Argosy-Lionbridge Management, LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Argosy-Lionbridge Management, LLC: Regulatory assets under management: $87,531,230 in the October 2024 data and $189,069,851 in the October 2026 data, up 116%. Total employees: 5 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Argosy-Lionbridge Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5)."
    },
    {
      "q": "Which custodians does Argosy-Lionbridge Management, LLC use?",
      "a": "Argosy-Lionbridge Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of New York Mellon, Charles Schwab & Co., Inc., Interactive Brokers LLC and JPMorgan Chase Bank, N.A as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Argosy-Lionbridge Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325413"
    },
    {
      "q": "What changed in Argosy-Lionbridge Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $142,428,947 to $189,069,851 (+33%). Registered or notice-filed in PA."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-03-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 87531230.0,
      "total_employees": 5,
      "filing_date": "2024-09-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 142428947.0,
      "total_employees": 5,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 189069851.0,
      "total_employees": 6,
      "filing_date": "2026-09-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6.",
        "Regulatory assets under management went from $142,428,947 to $189,069,851 (+33%).",
        "Registered or notice-filed in PA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "The Firm generally receives management fees of up to 1.5%, calculated based on a percentage of the value of the assets under management, for advisory services provided to Clients (the “Management Fee”)."
        ]
      }
    ],
    "quotes": [
      "The Firm generally receives management fees of up to 1.5%, calculated based on a percentage of the value of the assets under management, for advisory services provided to Clients (the “Management Fee”)."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Bank of New York Mellon",
      "name_as_filed": "BANK OF NEW YORK MELLON",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "affiliated": false
    },
    {
      "name": "JPMorgan Chase Bank, N.A",
      "name_as_filed": "JPMORGAN CHASE BANK, N.A",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/argosy-lionbridge-management-llc-wayne-pa-325413.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 50517003.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 38529305.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 86828412.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 10000000.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 3195131.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325413",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}