Asset manager · Wayne, PA
Argosy-Lionbridge Management, LLC
SEC-registered investment adviser · CRD 325413 · SEC 801-129107
At a glance
Argosy-Lionbridge Management, LLC is an SEC-registered investment adviser based in Wayne, Pennsylvania, with $189 million in regulatory assets under management as of its Form ADV filed September 21, 2026. Its largest client group by assets is charitable organizations. By Form ADV it is a asset manager, ranked 2,130th of 3,218 asset managers and 12,518th of 17,210 SEC-registered advisers by assets.
Main office 646-536-7422argosylbm.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $189M
- Rank among asset managers
- #2,130 of 3,218
- Rank among all SEC RIAs
- #12,518 of 17,210
- Rank in Pennsylvania
- #439 of 564
- Clients
- 5
- Accounts
- 9
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Gregory M. MorilloChief Investment Officer, Managing Member
- David J. ButlerCo-Chief Executive Officer
- Andrew J. StewartCo-Chief Executive Officer
- Yolanda L. CafieroChief Compliance Officer, Chief Financial Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Charitable organizations | – | $87M | 46% |
| High-net-worth individuals | – | $51M | 27% |
| Pooled investment vehicles | 5 | $39M | 20% |
| Other investment advisers | – | $10M | 5% |
| Insurance companies | – | $3M | 2% |
Private funds
Argosy-Lionbridge Management, LLC reports 3 private funds with $39M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Argosy-Lionbridge Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗argosylbm.com ↗
AtlasMembers
The full record on Argosy-Lionbridge Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 780 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Argosy-Lionbridge Management, LLC manage?
Argosy-Lionbridge Management, LLC reports $189 million in regulatory assets under management across 9 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 21, 2026.
What kind of firm is Argosy-Lionbridge Management, LLC?
Argosy-Lionbridge Management, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Argosy-Lionbridge Management, LLC’s clients?
By assets, its largest client types are charitable organizations ($87 million); high-net-worth individuals ($51 million); pooled investment vehicles ($39 million, 5 clients).
Does Argosy-Lionbridge Management, LLC manage private funds?
Yes. It reports 3 private funds with $39 million in gross assets, including hedge funds.
Does Argosy-Lionbridge Management, LLC have any disciplinary history?
Argosy-Lionbridge Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Argosy-Lionbridge Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-21), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →