| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sab3 | Other Private | $265M | — |
| Sab2 | Other Private | $46.7M | — |
| Sab1 | Other Private | $37.1M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Maxwell Cohen Control | Director | Under 5% | 2023 |
| Benjamin Alan Richer Control | President, Director | Under 5% | 2022 |
| Darrel Wayne Tedrow Jr Control | Director | Under 5% | 2024 |
Lincoln Financial Investments Corporation reports $95.9 billion in regulatory assets under management on its Form ADV.
Lincoln Financial Investments Corporation manages 3 private funds with combined gross assets of $348.8 million.
Lincoln Financial Investments Corporation reports 123 employees.
Lincoln Financial Investments Corporation is based in Radnor, PA and has been SEC-registered since 1985.
Lincoln Financial Investments Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 150 N. Radnor - Chester Rd, Radnor, PA 19087 |
| Phone | 484-583-1404 |
| Office hours | 8:00 a.m. To 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1464867 |
| Discloses disciplinary history | No |
| Discretionary | $95.91B |
| Non-discretionary | $0 |
| Total (RAUM) | $95.91B |