Lincoln Capital Advisers LLC

RIASEC RegisteredEst. 2025
Total AUM
$150M
Discretionary
$150M
100% of AUM
Avg account
$150M
Accounts
1
Employees
7
Advisory reps
2

Firm details

Headquarters
Chicago, Illinois
CRD number
335085
Registered since
July 8, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lincoln Capital Advisers LLC is an institutional registered investment adviser organized as an LLC that focuses on managing assets for institutional clients. The firm’s advisory services center on portfolio management for pooled investment vehicles and for businesses or other institutional investors. Its fee model combines a percentage-of-assets-under-management component with performance-based compensation, which aligns the firm’s economics with relative or absolute investment outcomes. Lincoln Capital Advisers is identified as a related adviser and is affiliated with activities that include acting as an investment adviser, real estate broker, and sponsor/GP/managing member for pooled vehicles. The firm is not flagged as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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

Contacts

2 of 2
  • Jennifer Lundmark

    Jennifer Lundmark

    Senior Managing DirectorCRD 4314678

  • Shawn Bernhardt

    Shawn Bernhardt

    Vice PresidentCRD 6856468

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
120 N La Salle St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth