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Lincoln Capital Advisers LLC

● SEC registered since 2025CRD 335085SEC# 801-132950Chicago, IL
Export (members)
Reg. AUM
$150M
Employees
7
Accounts
1
Location
Chicago, IL

Lincoln Capital Advisers LLC assets under management

Lincoln Capital Advisers LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2025. It reports $150 million in regulatory assets under management and employs 7 people.

Lincoln Capital Advisers LLC owners & executives

13 reported
NameTitleOwnershipSince
Jennifer Siegel Lundmark ControlSenior Managing DirectorUnder 5%2025
Royal Property Company Borrower Lcc ControlSole MemberOver 75%2025
Shawn Milton Bernhardt ControlChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Lincoln Capital Advisers LLC manage?

Lincoln Capital Advisers LLC reports $150 million in regulatory assets under management on its Form ADV.

How many employees does Lincoln Capital Advisers LLC have?

Lincoln Capital Advisers LLC reports 7 employees.

Where is Lincoln Capital Advisers LLC located?

Lincoln Capital Advisers LLC is based in Chicago, IL and has been SEC-registered since 2025.

Does Lincoln Capital Advisers LLC disclose fund performance?

Lincoln Capital Advisers LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address120 N Lasalle Street, Suite 2900, Chicago, IL 60602
Phone312-345-8780
Office hours8:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$150MNo change
Mar '26 — $150MApr '26 — $150MMay '26 — $150MJun '26 — $150M
Mar '26Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$150Mregulatory AUM
Discretionary $150M