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Building 2ARGOSY-LIONBRIDGE MANAGEMENT, LLC

Map pinWAYNE, PA
Phone(646) 536-7422
NotebookSEC #801-129107
Total AUM
$189.1M
Employees
6
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
900 WEST VALLEY ROAD
SUITE 1000
WAYNE
PA 19087
United States
Operating Hours
9:00 AM EST - 5:00 PM EST
Monday - Friday
Phone
(646) 536-7422

ReceiptFinancials

Total AUM
$189.1M
Accounts
9
Discretionary
$189.1M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$50.5M
Pooled Vehicle Clients
5
AUM
$38.5M
Charitable Organization Clients
1
AUM
$86.8M
Investment Advisor Clients
1
AUM
$10M
Insurance Company Clients
1
AUM
$3.2M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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