Lincoln Peak Capital Management, LLC (Boston)

Name: Lincoln Peak Capital Management, LLC
Address: 177 Huntington Ave, Boston, MA, 02115
Telephone: (617) 765-4770

Lincoln Peak Capital Management, LLC is a large advisory firm based in Boston. It manages $409.41 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Massachusetts.

Lincoln Peak Capital Management provides 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 Peak Capital Management: assets under management

The assets under management (AUM) of Lincoln Peak Capital Management, LLC is $409.41 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 239% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $409.41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $51.18 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lincoln Peak Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Lincoln Peak Capital Management serves?

The only and largest group of clients of Lincoln Peak Capital Management is pooled investment vehicles with 8 clients and $409.41 million of assets under management. Among the 9 most similar advisory firms, Lincoln Peak Capital Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $409.41 million for 8 clients. None of the firm’s clients are foreign persons or businesses.

Lincoln Peak Capital Management also advises several private funds. Namely, seven private equity funds. The minimum investment commitment required of non-related persons ranges from $500,000 to $1,000,000.

Careers at Lincoln Peak Capital Management, LLC

The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Seth William Brennan	Managing partner	1 Dec 2009	50% - 75%	2265759
Anthony Harfield Leness	Managing partner	1 Dec 2009	50% - 75%	2531211
Jason M King	Chief compliance officer	1 Feb 2017	Other	6049028
Christopher James Wolf	Chief compliance officer and chief financial officer	1 Dec 2018	Other	6024806

Based in Boston

The principal office where Lincoln Peak Capital Management, LLC performs its advisory services is located at 177 Huntington Ave, Boston, MA 02115, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (617) 765-4770 or by fax (617) 477-6845. The normal business hours are 9:00-18:00 on Monday - Friday. You can find more information about the New York firm at lincolnpeakcapital.com/.