LNC PARTNERS

RIASEC RegisteredEst. 2022
Total AUM
$820M
Discretionary
$820M
100% of AUM
Avg account
$137M
Accounts
6
Employees
16
Advisory reps
5

Firm details

Headquarters
ARLINGTON, Virginia
CRD number
319581
Registered since
November 18, 2022
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

LNC Partners is a Limited Liability Company that operates as a private equity fund manager focused on institutional investors. SEC registration began in 2022 and the firm serves as sponsor, general partner and managing member for pooled investment vehicles, positioning itself to structure and actively manage closed-end private funds. Private equity is the primary strategy, and the firm supplements that core focus with allocations to hedge funds and private credit when seeking diversification or yield enhancement. Fee arrangements mix percentage-of-AUM, fixed fees and performance-based fees consistent with manager-led private fund economics. The firm indicates it does not pursue active ESG investing and it is not organized as a multi-state adviser. Its advisory activity is concentrated on portfolio management for pooled investment vehicles, which implies operational emphasis on fund governance, capital deployment and exit planning rather than direct retail wealth management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • DANIEL HIGGINS

    Partner and Chief Financial OfficerCRD 7630053

Contacts

3 of 4
  • Kevin Cunningham

    PartnerCRD 7921980

  • MARK RATERMAN

    Managing PartnerCRD 3051473

  • MATTHEW KELTY

    Managing PartnerCRD 3093699

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ARLINGTON, VA

ARLINGTON

Location

ARLINGTON, VA

Headquartered in ARLINGTON, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
ARLINGTON
Address
901 N Glebe Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth