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| Happy Holidays!! thanks for using AUM13F!! |
| Lincoln Financial Investments Corporation
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| CRD # | 108881 |
| SEC # | 801-23411 |
| CIK # | 0001464867 |
| AUM | $95.9 B (2025-03-25) |
| Employees | 123 (15% Investors, 16% Brokers) |
| Phone | 484-583-2607 |
| Address | 150 N Radnor Chester Rd Radnor, PA 19087 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001464867 |
| Sector | Form 13F Holdings | Value ($T) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| ServiceNow Inc | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| UnitedHealth Group Inc | 0.0 | ||
| Walt Disney Co | 0.0 | ||
| Exxon Mobil Corp | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Progressive Corp/Oh/ | 0.0 | ||
| Salesforce Com Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | SAB1 | [2012-03-29] | 38.7 | 37.1 |
| Other | SAB2 | [2012-03-29] | 108.2 | 46.7 |
| Other | SAB3 | [2012-03-29] | 124.7 | 265.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 115 | 95.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 12 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 130 | 95.9 |
| By Discretionary | ||
| Discretionary | 130 | 95.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 130 | 95.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 95.9 | |
| Total | 130 | 95.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Michael Burns | 70 | |||
| Randall Freitag | 59 | |||
| Keith Ryan | 59 | |||
| Dennis Glass | 55 | |||
| Ellen Cooper | 41 | |||
| Mark Konen | 29 | |||
| Craig Beizer | 20 | |||
| C Phillip Elam III | 15 | |||
| Jayson Bronchetti | 15 | |||
| Charles Cornelio | 14 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001464867] |
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|---|---|---|
|
Santander Asset Management Sa SGIIC
✚
|
110.2 | |
|
Public Trust Advisors LLC
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|
CO | 94.2 |
|
AST Investment Services Inc
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CT | 93.5 |
|
Vanguard Investments Australia Limited
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92.4 | |
|
BAM Credit and Insurance Solutions Advisor LLC
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NY | 92.2 |
|
Blackstone Credit BDC Advisors LLC
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|
NY | 84.8 |
|
van Eck Associates Corporation
✚
|
NY | 83.5 |
|
WisdomTree Asset Management Inc
✚
|
NY | 81.7 |
|
Galliard Capital Management LLC
✚
|
MN | 80.4 |
|
Flexpath Strategies LLC
✚
|
CA | 79.9 |