Lincoln International LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
527
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
42045
Registered since
April 16, 1997

Firm profile

FINTRX

Overview

Lincoln International LLC is organized as a limited liability company and has been registered with the SEC since 1997. FINTRX classifies the firm as an investment bank rather than as a capital allocator or an active asset manager. The record lists owner type as a domestic entity and individual, and marks the firm as not operating as an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related or newly formed adviser. The dataset does not provide specifics about the firm’s client segments, fee schedules, or advisory offerings. The facts available—particularly the investment bank classification and the absence of capital-allocation activity—indicate the firm’s primary role is likely transaction- and advisory-focused rather than managing client investment portfolios.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Robert Brown

    Robert Brown

    Board Director, CEOCRD 3114282

  • Sarah Haque

    Sarah Haque

    Chief Compliance Officer and Deputy General CounselCRD 7419726

  • Alysia Tan

    Alysia Tan

    Chief Business OfficerCRD 3270349

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Contacts

3 of 523
  • Joseph Johnson

    Joseph Johnson

    Research AnalystCRD 7377459

  • Ricardo Polanco Nunez

    Ricardo Polanco Nunez

    AnalystCRD 8039667

  • Sean Bennis

    Sean Bennis

    Managing DirectorCRD 2911486

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
110 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth