LINCOLN PEAK CAPITAL MANAGEMENT, LLC
Adviser information for LINCOLN PEAK CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 5 | $623.1M |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $623.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $623.1M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-113153 |
|---|---|
| SEC ERA File Number | 801-113153 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 292864 |
| Legal Entity Identifier | None |
Principal Office
177 HUNTINGTON AVE20TH FLOOR
BOSTON
MA
United States
Monday - Friday, 9:00 AM -5:00 PM
Tel: (617) 765-4770, Fax: None
Chief Compliance Officer
AUSTIN MCCLINTOCK
CFO/COO
177 HUNTINGTON AVENUE
20TH FLOOR
BOSTON
MA
United States
Tel:
617-530-1290
A*****@*********************M
(Full email address available in API data)
Regulatory Contact
MICHELE DEVEREAUX
ADMINISTRATIVE DIRECTOR
177 HUNTINGTON AVENUE
20TH FLOOR
BOSTON
MA
United States
Tel:
617-765-4824
M******@*********************M
(Full email address available in API data)
Industry Affiliates
| LPC ACA GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| LPC HARVEST GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| LPC LONDON GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| LPC WESTCHESTER GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| LINCOLN PEAK CAPITAL, LLC | Private Equity Fund | $508.7M | $1.0M | 78 |
| LPC ACA LP | Private Equity Fund | $12.8M | $0.5M | 21 |
| LPC HARVEST LP | Private Equity Fund | $4.2M | $0.5M | 33 |
| LPC LONDON LP | Private Equity Fund | $95.7M | $0.5M | 6 |
| LPC WESTCHESTER LP | Private Equity Fund | $1.7M | $0.5M | 21 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BRENNAN, SETH, WILLIAM | Individual | – | MANAGING PARTNER | 12/2009 | 50-75% |
| LENESS, ANTHONY, HARFIELD | Individual | – | MANAGING PARTNER | 12/2009 | 50-75% |
| MCCLINTOCK, AUSTIN, COOLIDGE | Individual | – | CFO/COO/CCO | 01/2024 | < 5% |