LNC MANAGEMENT, LLC
Adviser information for LNC MANAGEMENT, LLC last updated from Form ADV on March 9th, 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 | 13 |
|---|---|
| Investment Advisory/Research | 13 |
| 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 | 4 | $551.1M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $551.1M |
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 | 4 | $551.1M |
| 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 AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-126906 |
|---|---|
| SEC ERA File Number | 801-126906 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 319581 |
| Legal Entity Identifier | None |
Principal Office
11720 PLAZA AMERICA DRIVESUITE 650
RESTON
VA
United States
Monday - Friday, 8:00 AM - 5:00 PM ET
Tel: (703) 651-2150, Fax: None
Chief Compliance Officer
DANIEL HIGGINS, JR.
PARTNER/CFO
11720 PLAZA AMERICA DRIVE
SUITE 650
RESTON
VA
United States
Tel:
(703) 651-9168
H******@***************M
(Full email address available in API data)
Industry Affiliates
| LEEDS NOVAMARK ASSOCIATES I, LLC | Sponsor, GP, manager of pooled investment vehicles |
| LNC PARTNERS I CONTINUATION FUND GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| LNC PARTNERS II -SBIC GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| LEEDS NOVAMARK CAPITAL I, L.P. | Private Equity Fund | $32.6M | $0.0M | 60 |
| LNC PARTNERS I CONTINUATION FUND - A, L.P. | Private Equity Fund | $77.3M | $7.0M | 3 |
| LNC PARTNERS I CONTINUATION FUND, L.P. | Private Equity Fund | $179.7M | $0.4M | 7 |
| LNC PARTNERS II -SBIC, L.P. | Private Equity Fund | $261.5M | $0.1M | 51 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MONK, ROBERT, MINTER | Individual | – | MANAGING PARTNER | 05/2012 | 25-50% |
| KELTY, MATTHEW, DUNAVIN | Individual | – | MANAGING PARTNER | 05/2012 | 25-50% |
| RATERMAN, MARK, FRANCIS | Individual | – | MANAGING PARTNER | 05/2012 | 25-50% |
| HIGGINS, DANIEL | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | 09/2022 | < 5% |