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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) |
|---|
| Sector | Form 13F Holdings | Value ($T) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($T) |
|---|
| 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 | ||
| Christopher Neczypor | 10 | ||
| Eric Wilmer | 10 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001464867] |
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110.2 | |
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NY | 81.7 |
|
Galliard Capital Management LLC
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MN | 80.4 |
|
Flexpath Strategies LLC
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|
CA | 79.9 |