LINCOLN ADVISORS
LPC REALTY ADVISORS I, LLC Legal Name
Adviser information for LINCOLN ADVISORS last updated from Form ADV on March 21st, 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 | Texas, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| 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 | 0 | $0 |
| Non-Discretionary | 1 | $2.1B |
| Total | 1 | $2.1B |
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 | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | <5 | $2.1B |
| 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 businesses or institutional clients |
|---|---|
| Compensation | Performance-based feesACQUISITION FEE & ASSET MANAGEMENT FEE (NET OPERATING INCOME-BAS |
Identifiers
| SEC RIA File Number | 801-42158 |
|---|---|
| SEC ERA File Number | 801-42158 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 112175 |
| Legal Entity Identifier | None |
Principal Office
8111 DOUGLAS AVESUITE 600
DALLAS
TX
United States
Monday - Friday, 8:30 A.M. TO 5:00 P.M.
Tel: 214-740-3300, Fax: 214-740-3313
Chief Compliance Officer
SHAWN BERNHARDT
VICE PRESIDENT
120 N LASALLE STREET
SUITE 2900
CHICAGO
IL
United States
Tel:
312 345 8764
Fax:
312 345 8760
S*********@******M
(Full email address available in API data)
Regulatory Contact
JENIFER RATCLIFFE
PRESIDENT
120 N LASALLE STREET
SUITE 2900
CHICAGO
IL
United States
Tel:
312-345-8780
Fax:
312-345-8760
J*********@******M
(Full email address available in API data)
Industry Affiliates
| LINCOLN ADVISORS | Other investment adviser, including financial planners |
| LINCOLN INVESTMENT ADVISERS LLC | Other investment adviser, including financial planners |
| LINCOLN PROPERTY COMPANY COMMERCIAL, LLC | Real estate broker or dealer |
| LPC COMMERCIAL SERVICES, LLC | Real estate broker or dealer |
| LPC WEST, LLC | Real estate broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RATCLIFFE, JENIFER, ANN | Individual | – | PRESIDENT | 01/2007 | < 5% |
| BERNHARDT, SHAWN, MILTON | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2017 | < 5% |
| ROYAL PROPERTY COMPANY BORROWER LLC | Domestic Entity | – | SOLE MEMBER | 02/2023 | > 75% |
| ROYAL PROPERTY COMPANY INTERMEDIATE LLC | Domestic Entity | ROYAL PROPERTY COMPANY BORROWER LLC | OWNER | 02/2023 | > 75% |
| ROYAL PROPERTY COMPANY HOLDINGS LP | Domestic Entity | ROYAL PROPERTY COMPANY INTERMEDIATE LLC | OWNER | 02/2023 | > 75% |
| TRIDENT IX LP | Foreign Entity | TRIDENT ROYAL HOLDINGS LP | LIMITED PARTNER | 02/2023 | 25-50% |
| ROYAL PROPERTY COMPANY HOLDINGS GP LLC | Domestic Entity | ROYAL PROPERTY COMPANY HOLDINGS LP | GENERAL PARTNER | 02/2023 | |
| TRIDENT ROYAL HOLDINGS LLC | Domestic Entity | ROYAL PROPERTY COMPANY HOLDINGS LP | LIMITED PARTNER | 02/2023 | > 75% |
| TRIDENT ROYAL HOLDINGS LP | Domestic Entity | TRIDENT ROYAL HOLDINGS LLC | MEMBER | 02/2023 | > 75% |
| T-IX PARALLEL RPC CAYMAN LP | Foreign Entity | TRIDENT ROYAL HOLDINGS LP | LIMITED PARTNER | 02/2023 | 25-50% |
| TRIDENT CAPITAL IX LP | Foreign Entity | TRIDENT IX LP | GENERAL PARTNER | 02/2023 | |
| TRIDENT CAPITAL IX LP | Foreign Entity | TRIDENT ROYAL HOLDINGS LP | GENERAL PARTNER | 02/2023 | |
| TRIDENT CAPITAL IX LP | Foreign Entity | T-IX PARALLEL RPC CAYMAN LP | GENERAL PARTNER | 02/2023 | |
| CD TRIDENT VI, LLC | Domestic Entity | TRIDENT CAPITAL IX LP | GENERAL PARTNER | 02/2023 | |
| DW TIRDENT GP, LLC | Domestic Entity | TRIDENT CAPITAL IX LP | GENERAL PARTNER | 02/2023 | |
| JC TRIDENT GP, LLC | Domestic Entity | TRIDENT CAPITAL IX LP | GENERAL PARTNER | 02/2023 | |
| SF TRIDENT VI, LLC | Domestic Entity | TRIDENT CAPITAL IX LP | GENERAL PARTNER | 02/2023 | |
| NZ TRIDENT GP, LLC | Domestic Entity | TRIDENT CAPITAL IX LP | GENERAL PARTNER | 02/2023 | |
| CAREY, JAMES, DAWSON | Individual | JC TRIDENT GP, LLC | SOLE MEMBER | 03/2005 | > 75% |
| DAVIS, CHARLES, ARTHUR | Individual | CD TRIDENT VI, LLC | SOLE MEMBER | 07/2013 | > 75% |
| FRIEDMAN, STEPHEN, NMN | Individual | SF TRIDENT VI, LLC | SOLE MEMBER | 12/2013 | > 75% |
| WERMUTH, DAVID, JAY | Individual | DW TIRDENT GP, LLC | SOLE MEMBER | 03/2005 | > 75% |
| ZERBIB, NICOLAS, DAVID | Individual | NZ TRIDENT GP, LLC | SOLE MEMBER | 11/2006 | > 75% |