9AT: LINDAHL & MANSAGER INC

Adviser Profile

As of Date	03/30/2026
Registration	SEC, Approved, 10/22/2018
Other registrations (1)	Ohio, Terminated, 11/09/2018
ADV Location	FAIRLAWN, OH, United States
Contact Info	330 xxxxxxx

AUM^*	213,656,000 21%
of that, discretionary	213,656,000 21%
Number of Employees	3
of those in investment advisory functions	3
Private Fund GAV^*	0
Avg Account Size	277,115 16%
% High Net Worth	30.96% 10%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser BURRUS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM240.7m	#Funds-
Adviser CARNEGIE WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM357.1m	#Funds-
Adviser TIM LOONEY INVESTMENTS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM490.3m	#Funds-
Adviser NOTE ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM437.0m	#Funds-
Adviser BEACON FINANCIAL PLANNING, INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM397.1m	#Funds-
Adviser FINANCIAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM181.7m	#Funds-
Adviser PARAMOUNT ASSOCIATES WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM146.5m	#Funds-
Adviser DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM157.1m	#Funds-
Adviser PORTFOLIO WEALTH ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM395.5m	#Funds-
Adviser ATLANTIS ASSET MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM16.2m	#Funds-

Brochure Summary

Overview

Lindahl & Mansager, Inc. was established in November, 1992 by its three principal owners, Norman A. Lindahl, President; Douglas N. Mansager, Vice President; and Laura M. Lindahl, Treasurer. Our services include tax planning, tax preparation, investment management, accounting services and general financial planning. As an investment advisory firm, we perform portfolio management through continuous supervision taking into account your specific goals and objectives. One of the principal risks that you, as an investor, face is owning a group of assets that are completely irrelevant to your financial needs. When we put together an investment portfolio, it is constructed to meet your individual goals. It reflects a thoughtful and coherent strategy based on your particular financial and tax situation. Finally, your portfolio is continually monitored and changed as your goals and financial situation changes. We never recommend individual stock, corporate or municipal bond purchases. We only recommend open ended mutual funds, exchange

traded funds, or money market funds. We only purchase stocks, corporate or municipal bonds for you upon your request. In addition, we never recommend that you purchase a variable annuity. If you own a variable annuity, we would recommend that you transfer it to a no-commission, no-redemption-fee, low-cost variable annuity. We always buy no-load, no-transaction-fee mutual funds and exchange traded funds. Loads (commissions) are used to compensate sales personnel; they are not used to support more effective fund management. Some load funds have performed well, but there are plenty of no–load funds with exceptional historical returns. We believe loads penalize investors with significant expenses that are detrimental to total return. We use the Schwab Advisor Services™ One Source offered through Charles Schwab & Co. to purchase no-load, no-transaction-fee mutual funds for you. As of December 31, 2023, Lindahl & Mansager had $175,989,000 of assets under management, all of which are managed on a discretionary basis.

LINDAHL & MANSAGER INC

LINDAHL & MANSAGER INC

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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LINDAHL & MANSAGER INC LINDAHL & MANSAGER INC

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

LINDAHL & MANSAGER INC

LINDAHL & MANSAGER INC