LINCOLN PEAK CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2018
Total AUM
$707M
Discretionary
$707M
100% of AUM
Avg account
$141M
Accounts
5
Employees
12
Advisory reps
3

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
292864
Registered since
May 4, 2018
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

Lincoln Peak Capital Management, LLC is a limited liability company that operates as an advisor and sponsor of pooled private investment vehicles. Registered with the SEC since 2018, the firm is organized as a private equity manager and directs portfolio management for its own pooled funds. Its client base is institutional, and it serves in sponsor/GP and managing-member roles for the funds it runs, which implies direct control over fund strategy, governance and GP economics. Fee arrangements include a mix of percentage-of-AUM management fees, fixed fees and performance-based fees, aligning compensation with asset growth and realized returns. The firm does not characterize itself as an active ESG investor.

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
  • AUSTIN MCCLINTOCK

    Chief Financial Officer and Chief Operating OfficerCRD 5930472

Contacts

2 of 2
  • ANTHONY LENESS

    Managing Partner & Co-FounderCRD 2531211

  • SETH BRENNAN

    Managing Partner & Co-FounderCRD 2265759

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

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
177 Huntington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth