9AT: LINCOLN ADVISORS

LINCOLN ADVISORS

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AUM^*	4,872,735,920 -5%
of that, discretionary	3,222,793,844 8%
Number of Employees	20 5%
of those in investment advisory functions	16 23%
Private Fund GAV^*	0
Avg Account Size	2,436,367,960 63%
SMA’s	Yes
Private Funds	0

- Large advisory firm
- Pension consultant
- Related adviser

- State or municipal government entities

- Portfolio management for businesses

- A percentage of assets under your management
- Performance-based fees

3B 3B 2B 2B 1B 921M 460M

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

No private funds

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Adviser	City, State	AUM	Employees	SMA’s	Private Funds
ERA {{c.Name}}	City, State{{c.City}}, {{c.State}}, {{c.Country}}	AUM{{ c.AUM \| formatUSD }}	Employees{{ c.Employees \| formatNumber }}	SMA’sYES	SMA’sNO	Private Funds{{ c.PrivateFundsCount \| formatNumber }}