LINCOLN ROAD
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 328969
- Registered since
- December 6, 2023
Firm profile
FINTRXOverview
Lincoln Road LLC is an SEC-registered limited liability company that operates as a sponsor and general partner for pooled investment vehicles. Registered in 2023 and owned by an individual, the firm’s business model centers on sponsoring and managing private fund vehicles rather than acting as a broad-based wealth manager or capital allocator. The firm does not identify as an active ESG investor, is not designated as a multi-state adviser, and is not listed as a pension consultant.
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
1 of 1JEFF MAGNY
Founder & Managing PartnerCRD 7835633
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 100 SE 2nd St
- Time zone
- ET (UTC-5)
- Office locations
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