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 a small, SEC-registered investment adviser organized as an LLC and listed as registering with the SEC in 2025. The firm targets institutional clients and provides portfolio management services specifically for pooled investment vehicles and for businesses or other institutions. Its compensation combines a percentage-of-AUM fee with performance-based fees, and its reporting flags the firm as a related adviser to other entities. Lincoln Capital is not identified as an active ESG investor and is not positioned as a capital allocator.
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 2JENNIFER 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
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