Lincoln Financial Investments

Asset Manager SEC-registered adviser

Legal name: Lincoln Financial Investments Corporation

Radnor, PA Website

AUM

$102.1B
Regulatory AUM

Private funds

3
Other 3

Private fund assets

$301.2M
Gross asset value

Employees

86

Last Form D raise

—

From SEC Form ADV filing (filed Sep 11, 2026). View on SEC

People(10)

Owners and executive officers named on the firm's SEC Form ADV.

G
Director, Senior Vice President
J
Vice President, Chief Accounting Officer and Treasurer
J
Director, Chairman & President
J
Chief Compliance Officer & Vice President
P
Senior Vice President & Chief Legal Officer

Funds(3)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Sab3Other$209.8M———
Sab2Other$49.1M———
Sab1Other$42.3M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
108881
SEC file number
801-23411
CIK
1464867

Sources