Managers/Private equity/Illinois/Lincoln Advisory Group

Lincoln Advisory Group

Lincoln Advisory Group is a private equity manager in Chicago, IL. It is registered with the SEC as an investment adviser with $3.2B in regulatory assets and 11 staff. It has 1 fund on file, the latest reported in February 2026.

Funds on file
1
Raised, all funds
$150M
Regulatory assets
$3.2B
Staff
11
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$3.2B
Employees11
Control personsShawn, Milton Bernhardt, James, Dawson Carey, Charles, Arthur Davis, Stephen, Nmn Friedman, Gary, Francis Kobus, David, Jay Wermuth.