United States · Is Lincoln investing now?
No investments in the last 12 months.
What they do
- Type
- Not stated (from a list, unverified)
- Cheque size
- Not stated
- Based in
- FORT WASHINGTON, United States
- Cold pitches
- Not stated
The record
No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration24 named
AAAdel AlderbasExecutive OfficeriFiling they signed
ARAlexander RohmanAlexander Rohman is a Managing Member and Director of Leeward Management LLC which is the General Partner and Promoter of Lincoln Associates L.P.iFiling they signed
ABAndrew BrownExecutive Officer, PromoteriFiling they signed
BWBrendan W LakeRelated Person is Managing Member of General PartneriFiling they signed
CPC. Phillip E. Elam, IIIExecutive Officer, DirectoriFiling they signed
CACharles A. BrawleyExecutive Officer, DirectoriFiling they signed
CCCharles C. CornelioExecutive Officer, DirectoriFiling they signed
CMChristopher M NeczyporExecutive Officer, DirectoriFiling they signed
CJCooper J EllenExecutive Officer, DirectoriFiling they signed
CRCraig R. BeizerExecutive Officer, DirectoriFiling they signed
DRDavid R. GolobExecutive Officer, PromoteriFiling they signed
DHDavid HokinManager of Diamond Asset Management, GPiFiling they signed
DSDeep ShahExecutive Officer, PromoteriFiling they signed
DRDennis R. GlassExecutive Officer, DirectoriFiling they signed
DDDipanjan DebManaging Director of the GP of the GPiFiling they signed
EREllen R CooperExecutive Officer, DirectoriFiling they signed
EBEric B WilmerDirectoriFiling they signed
FHFergus HealyExecutive OfficeriFiling they signed
FJFrederick J. CrawfordExecutive Officer, DirectoriFiling they signed
GKGary KobusSenior Managing DirectoriFiling they signed
GJGerald J. CardinaleOfficeriFiling they signed
GCGustavo CardenasExecutive OfficeriFiling they signed
JRJayson R. BronchettiExecutive Officer, DirectoriFiling they signed
JSJordan SiskinExecutive OfficeriFiling they signed
We also hold 45 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$31Bassets it manages, 2 advisers combinedOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Lincoln Investment Planning, LLC
- SEC number
- CRD 519
Companies it bought
Acquisitions by the firm itself
Cooper FitchUndisclosedJun 2022