Key facts
- LINCOLN INVESTMENT is a other based in FORT WASHINGTON, PA with 1 tracked portfolio company.
- Notable positions include Shake Salad.
- LINCOLN INVESTMENT reports $3.6M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 519- Regulatory AUM
- $3.6M
- Private fund assets
- —
- Private funds
- —
- Staff
- 1238
- Registered office
- FORT WASHINGTON, PA
- SEC status
- Approved
Discloses a disciplinary history on Form ADV. Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as LINCOLN INVESTMENT PLANNING, LLC).
Free account
See more of the book
- ·Watchlist + alerts for LINCOLN INVESTMENT's activity
Create free account
No card required
Portfolio
1 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Shake Salad | — | ▮ | ▮ | ▮ |
All 1 companies — valuations, dates and lead flags are a member feature | ||||
Frequently asked
- What companies does LINCOLN INVESTMENT invest in?
- LINCOLN INVESTMENT has 1 recorded portfolio companies, including Shake Salad.
- What is LINCOLN INVESTMENT's AUM?
- LINCOLN INVESTMENT manages approximately $3.6M in assets.