Falists
← Back to search

LINCOLNSHIRE MANAGEMENT, INC.

CRD 157144 · SEC 801-73345

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

Visit website

780 THIRD AVENUE, 40TH FLOOR, NEW YORK, NY, 10017-2024, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$494.4M

Discretionary AUM

$494.4M

Team

23 total employees; 22 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles9$494.4M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD