The LINCOLN GROUP is a publicly held investment adviser that advises $102.1Bn in regulatory assets under management held in 1 SEC fund types across 3 investment strategies. LINCOLN GROUP is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 23.27% over the last 5-years.
The Group has been registered with the SEC for 41.52 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 150 N. RADNOR - CHESTER RD, RADNOR, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 86 employees comprised of 18 investment and 68 non-investment staff. The total number of Employees decreased by 26.5% over the last 5-years.
Their $102.1Bn in assets advised are owned by 3 private funds, 114 public funds and BDCs and 12 other accounts. Assets of Investment Companies (IC) clients own $101.47Bn or 99.38% of Total Assets and Insurance Companies own $330.14mn or 0.32% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, Multi Strat and Long/Short Equity, representing 57.84%, 29.62% and 12.54% of total assets, respectively.
They advise 3 types of clients, top clients are Investment Companies (IC) and Insurance Companies.
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $32.25mn in assets.
The Group discloses management fees.
LINCOLN GROUP names 3 sub-advisers BLACKROCK FINANCIAL MANAGEMENT, INC, J.P. MORGAN INVESTMENT MANAGEMENT INC., PACIFIC INVESTMENT MANAGEMENT COMPANY LLC to 3 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.