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Lincoln Equity Management, LLC (Chicago)


Lincoln Equity Management, LLC is a large advisory firm based in Chicago. It manages $1.52 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Illinois.

Lincoln Equity Management provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lincoln Equity Management: assets under management

The assets under management (AUM) of Lincoln Equity Management, LLC is $1.52 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.52 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $168.46 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lincoln Equity Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Inc. Lincoln Holdings Parent corporation 1 Sep 1997 75% - 100% 36-4183417

Based in Chicago

The principal office where Lincoln Equity Management, LLC performs its advisory services is located at 200 South Wacker Drive, Chicago, IL 60606, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 312-612-6150 or by fax 312-559-1837. The normal business hours are 8:30a.m. to 5:00p.m. on Monday - Friday.


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