Lincoln Capital Advisers LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 335085
- Registered since
- July 8, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lincoln Capital Advisers LLC is an institutional registered investment adviser organized as an LLC that focuses on managing assets for institutional clients. The firm’s advisory services center on portfolio management for pooled investment vehicles and for businesses or other institutional investors. Its fee model combines a percentage-of-assets-under-management component with performance-based compensation, which aligns the firm’s economics with relative or absolute investment outcomes. Lincoln Capital Advisers is identified as a related adviser and is affiliated with activities that include acting as an investment adviser, real estate broker, and sponsor/GP/managing member for pooled vehicles. The firm is not flagged as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Jennifer Lundmark
Senior Managing DirectorCRD 4314678

Shawn Bernhardt
Vice PresidentCRD 6856468
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 120 N La Salle St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Convexitas
RIAChicago, IL
Sheffield Asset Management, L.L.C.
RIAChicago, IL
Kruse Asset Management, LLC
RIAChicago, IL
Winchester Asset Management, LLC
RIAChicago, IL
Valoran Capital Management
RIAChicago, IL
Vertis Wealth, LLC
RIAChicago, IL