LINCOLNSHIRE MANAGEMENT, INC.

RIASEC RegisteredEst. 2012
Total AUM
$494M
Discretionary
$494M
100% of AUM
Avg account
$54.9M
Accounts
9
Employees
23
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
157144
Registered since
March 28, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lincolnshire Management, Inc. operates as a private equity-focused adviser that concentrates on managing pooled investment vehicles for institutional clients. The firm is structured as a corporation, registered with the SEC in 2012, and is owned by an individual. Its business model centers on running private funds and acting as sponsor and general partner for pooled vehicles; it also serves as a managing member for those vehicles. Fee arrangements include a percentage-of-AUM component alongside performance-based fees, aligning compensation with investment results. The firm identifies as an active ESG investor, integrating environmental, social and governance considerations into its decision-making. Lincolnshire Management’s advisory activities are narrowly focused on portfolio management for pooled investment vehicles rather than broad retail advisory services. It is not a multi-state adviser and does not operate as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • KEVIN NAPPI

    Controller and Chief Compliance OfficerCRD 6028165

  • THOMAS MALONEY

    Chairman and Chief Executive OfficerCRD 6025270

Contacts

3 of 4
  • VINEET PRUTHI

    Senior Managing DirectorCRD 6028164

  • MICHAEL LYONS

    PresidentCRD 6025276

  • THOMAS NEDEAU

    Co-Managing PartnerCRD 7717473

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
780 3rd Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth