Lincoln Financial Investments Corporation
● SEC registered since 1985CRD 108881SEC# 801-23411Radnor, PA
Ranks #158 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$102.1B
Fund GAV
$301.2M
Private funds
3
Employees
86
Accounts
129
Location
Radnor, PA
Lincoln Financial Investments Corporation assets under management
Lincoln Financial Investments Corporation is an investment advisory firm registered with the SEC based in Radnor, PA. The firm has been registered since 1985. It reports $102.1 billion in regulatory assets under management and employs 86 people. Lincoln Financial Investments Corporation manages 3 private funds with combined gross assets of $301.2 million, including Sab3. By regulatory assets, it ranks 158 of 5,974 private fund managers.
Lincoln Financial Investments Corporation private funds
3 funds · $301.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sab3 | Other Private | $209.8M | — |
| Sab2 | Other Private | $49.1M | — |
| Sab1 | Other Private | $42.3M | — |
Lincoln Financial Investments Corporation owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Maxwell Cohen Control | Director | Under 5% | 2023 |
| Daniel Paul Herr Control | Director | Under 5% | 2026 |
| Gordon John Huellmantel Control | Director, Senior Vice President | Under 5% | 2025 |
| James Joseph Hoffmayer Control | Vice President, Chief Accounting Officer And Treasurer | Under 5% | 2024 |
| John Arthur Weston Control | Chief Compliance Officer & Vice President | Under 5% | 1992 |
| John Christopher Kennedy Control | Director | Under 5% | 2021 |
| John George Morriss Control | Director, Chairman & President | Under 5% | 2025 |
| Laura J Muse Control | Director | Under 5% | 2026 |
| Matthew Ludwig Condos Control | Director | Under 5% | 2026 |
| Paul Telemac Chryssikos Control | Senior Vice President & Chief Legal Officer | Under 5% | 2025 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Lincoln Financial Investments Corporation manage?
Lincoln Financial Investments Corporation reports $102.1 billion in regulatory assets under management on its Form ADV.
How many private funds does Lincoln Financial Investments Corporation manage?
Lincoln Financial Investments Corporation manages 3 private funds with combined gross assets of $301.2 million.
How many employees does Lincoln Financial Investments Corporation have?
Lincoln Financial Investments Corporation reports 86 employees.
Where is Lincoln Financial Investments Corporation located?
Lincoln Financial Investments Corporation is based in Radnor, PA and has been SEC-registered since 1985.
Does Lincoln Financial Investments Corporation disclose fund performance?
Lincoln Financial Investments Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 150 N. Radnor - Chester Rd, Radnor, PA 19087 |
| Phone | 484-583-1404 |
| Office hours | 8:00 a.m. To 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1464867 |
| Discloses disciplinary history | No |
Regulatory AUM
$102.1B▲ 6%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 2%
Larger than 98% of 16,369 advisers
AUM vs fund managersTop 3%
Larger than 97% of 5,974 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 8%
More than 92% of 16,804 advisers
Assets under management
$102.1Bregulatory AUM
Discretionary $102.1B
Service providers
Custodian
Administrator