Investment adviser · CRD 108881
LINCOLN FINANCIAL INVESTMENTS CORPORATION
Investment adviser filing (IA)
RADNOR, PA, United States · Form ADV filed Sep 11, 2026
- Regulatory AUM
- $102B Form ADV · Item 5.F
- Client accounts
- 129 Accounts, not individual clients
- Employees
- 86 Reported in this filing
- Advisory professionals
- 18 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 114 | $101,470,259,625 | 99.4% |
| Insurance companies | 12 | $330,137,550 | 0.3% |
| Pooled investment vehicles | 3 | $301,196,222 | 0.3% |
| Other clients | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 2130263 · Sep 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
SAB3Other Private Fund · Last reported Sep 11, 2026$210MGross asset value
Form D fundraising filings
Lincoln Life Separate Account BL3, The Lincoln National Life Insurance Co
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
Fund details & source
- Fund ID
- 805-2606079006
- Reported beneficial owners
- 5
- Minimum commitment
- $0
- Form D file number
- 021-566772
Form ADV 2130263 · Sep 11, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SAB2Other Private Fund · Last reported Sep 11, 2026$49.1MGross asset value
Form D fundraising filings
Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
Fund details & source
- Fund ID
- 805-1149115363
- Reported beneficial owners
- 29
- Minimum commitment
- $0
- Form D file number
- 021-566937
Form ADV 2130263 · Sep 11, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SAB1Other Private Fund · Last reported Sep 11, 2026$42.3MGross asset value
Form D fundraising filings
LINCOLN LIFE SEPARATE ACCOUNT BL1 OF THE LINCOLN NATIONAL LIFE INS. CO
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
Fund details & source
- Fund ID
- 805-9345986752
- Reported beneficial owners
- 11
- Minimum commitment
- $0
- Form D file number
- 021-566778
Form ADV 2130263 · Sep 11, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 11, 2026. View historical filings
Reported services
Investment company portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets
Principal office
150 N. RADNOR - CHESTER RDRADNOR, PA, 19087, United States
CRD 108881
Filing source
Form ADV 2130263 · Sep 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.