LINCOLN PARK CAPITAL LLC
Firm details
- Headquarters
- OLEAN, New York
- CRD number
- 330031
- Registered since
- April 19, 2024
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Lincoln Park Capital LLC is a small, SEC-registered investment adviser organized as an LLC and registered in 2024. The firm identifies as a capital allocator serving individual and family clients and charges fees by percentage of assets under management and on an hourly basis. Its advisory mandate covers discretionary portfolio management for individuals and small businesses, pooled investment vehicles and institutional/business clients, and the selection of other advisers, which suggests the capability to both directly manage portfolios and outsource to third-party managers. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Cash & Cash Equivalents18%
- Private Funds12%
- Investment Grade Corp Bonds5%
Owners & executives
2 of 2Dana Cornell
Chief Executive OfficerCRD 5022202
Meghan Johnson
Chief Operating OfficerCRD 4928261
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OLEAN, NY
CATTARAUGUS
Location
OLEAN, NY
Headquartered in OLEAN, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.
- Metro area
- Buffalo-Cheektowaga-Olean, NY
- Region
- Northeast
- County
- CATTARAUGUS
- Address
- 125 S Union St
- Time zone
- ET (UTC-5)
- Office locations
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