AdFi
AM

ARGOSY-LIONBRIDGE MANAGEMENT, LLC

SEC Registered

Asset Management Firm Focused on Fundamental and Special Situation Investments in Publicly Traded Real Estate Securities

WAYNE, PAhttps://argosylbm.com(646) 536-7422
Assets Under Management
$100M–$500M
Employees
6
Office Locations
1 office
Total Accounts
9

About the firm

Argosy-Lionbridge Management, LLC ("ALM") is an asset management firm focused on fundamental and special situation investments in publicly traded real estate securities. ALM extends the private real estate investment strategy of Argosy Real Estate Partners ($4.1 billion of real estate assets under management) to the public real estate securities market.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled VehiclesPension/Profit Sharing

Areas of expertise

Public Real Estate SecuritiesFundamental AnalysisSpecial Situation InvestmentsCorporate ActivismPrivate Real EstateAsset ManagementReitsCapital Stack Investing

Services

ALM seeks to capitalize upon recurring pricing inefficiency and liquidity in the public real estate securities market to opportunistically invest across real estate asset classes, companies, and positions in the capital stack of companies, combining extensive fundamental analysis with deep operational experience and, when required, selective use of corporate activism.

Private funds / alternatives
Hedge

Who they serve

Client segmentClientsAssets managed
Pension/Profit Sharing Plans5$39M

0 total clients reported on Form ADV.

Leadership

Gregory Michael Morillo
CHIEF INVESTMENT OFFICER, MANAGING MEMBER
L.p. Argosy Real Estate Management
MEMBER
Llc Argosy Real Estate Management
GENERAL PARTNER
David John Butler
CO-CHIEF EXECUTIVE OFFICER
Andrew James Stewart
CO-CHIEF EXECUTIVE OFFICER
David John Butler
OWNER, CO-CHIEF EXECUTIVE OFFICER
Andrew James Stewart
OWNER, CO-CHIEF EXECUTIVE OFFICER
L.p. Odyssey Capital Group
OWNER
Inc. Odyssey Capital Group
GENERAL PARTNER
Bruce Evans Terker
JOINT OWNER
Cindy Terker
JOINT OWNER
L.p. Odyssey Capital Group
OWNER
Bruce Evans Terker
OWNER
Roni Laserson
CHIEF COMPLIANCE OFFICER, HEAD OF BUSINESS DEVELOPMENT

Office locations

1 office in 1 state
PA
WAYNEHQ

Regulatory & compliance

CRD number
#325413
SEC Number
801-129107
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ARGOSY-LIONBRIDGE MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
ARGOSY-LIONBRIDGE MANAGEMENT, LLC | AdvisorFinder