Lincoln Financial Investments Corporation

Overview

Lincoln Financial Investments Corporation is a corporate investment manager serving institutional clients. Registered with the SEC since 1985, the firm operates under a percentage-of-AUM fee model and pursues advisory work that includes portfolio management for investment companies and pooled investment vehicles, as well as the selection of other advisers. Its regulatory and business roles extend beyond advisory services: filings identify activity as a CPO/CTA and list affiliations with broker-dealers, trust and insurance companies, and sponsors or general partners of pooled vehicles. The firm does not identify itself as an active ESG investor and is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives