The LINCOLN ADVISORY GROUP, LTD. is a privately held investment adviser that advises $5.02Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. LINCOLN ADVISORY GROUP, LTD. is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 36.7% over the last 5-years.
The Group has been registered with the SEC for 33.97 years and is comprised of 3 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 120 N LASALLE STREET SUITE 2900, CHICAGO, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 27 employees comprised of 23 investment and 4 non-investment staff. The total number of Employees increased by 237.5% over the last 5-years.
Their $5.02Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $150mn or 2.99% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
LINCOLN ADVISORY GROUP, LTD. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.