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ARGOSY-LIONBRIDGE MANAGEMENT, LLC

WAYNE, PA · CRD 325413 · IAPD ↗ · argosylbm.com · (646) 536-7422

$189.1MRegulatory AUM
6Advisory reps
6Employees
0Clients
n/aPlanning clients
3Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

27
April 2026 — ARGOSY-LIONBRIDGE MANAGEMENT, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
April 2026 — ARGOSY-LIONBRIDGE MANAGEMENT, LLC moved its main office from NEW YORK, NY to WAYNE, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
46
April 2026 — ARGOSY-LIONBRIDGE MANAGEMENT, LLC reported RAUM up 33% ($142.4M -> $189.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
52
April 2025 — ARGOSY-LIONBRIDGE MANAGEMENT, LLC reported RAUM up 63% ($87.5M -> $142.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
52
April 2024 — ARGOSY-LIONBRIDGE MANAGEMENT, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — ARGOSY-LIONBRIDGE MANAGEMENT, LLC reported RAUM up 208% ($28.4M -> $87.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
10
February 2024 — ARGOSY-LIONBRIDGE MANAGEMENT, LLC changed its website from lionbridgecap.com to argosylbm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.