9AT: LINCOLN ADVISORY GROUP, LLC

Adviser Profile

As of Date	03/24/2026
Registration	SEC, Approved, 12/28/2001
ADV Location	CHICAGO, IL, United States
Contact Info	312 xxxxxxx
Websites

AUM^*	3,222,793,844 2%
of that, discretionary	3,222,793,844 2%
Number of Employees	11 10%
of those in investment advisory functions	9 13%
Private Fund GAV^*	0
Avg Account Size	3,222,793,844 2%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm
- Related adviser

Client Types

- State or municipal government entities

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

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 PUTNAM INVESTMENT MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM117.2b	#Funds-
Adviser XYPN INVEST	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM881.5m	#Funds-
Adviser VCC ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM956.8m	#Funds-
Adviser CONCINNITY ADVISORS, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM203.3m	#Funds-
Adviser ATALANTA SOSNOFF CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM5.0b	#Funds-
Adviser DIMENSIONAL FUND ADVISORS LTD	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM364.7b	#Funds1
Adviser THE PATTERSON CAPITAL CORPORATION	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM978.4m	#Funds-
Adviser DFA AUSTRALIA LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM361.6b	#Funds-
Adviser USCF ADVISERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM714.9m	#Funds-
Adviser SOVEREIGN 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-	AUM3.3b	#Funds-

Brochure Summary

Overview

Founded in December 2001, Lincoln Advisory Group is an investment management firm primarily focusing on investing in real estate properties. LAG provides discretionary investment advice to pension and profit sharing plans regarding investments in real estate. Once a suitable piece of property is identified, LAG prepares a preliminary and final financial analysis for Investment Committee approval. Once the Investment Committee has approved the acquisition of the specific property, LAG will normally form a Delaware limited liability company to own and hold title to the property and establish with the title company the necessary escrow and other accounts necessary to buy the property. After LAG has acquired a real estate investment, it monitors the property on behalf of the client. LAG’s advisory services are tailored to the specific needs of each client and clients are able to place reasonable restrictions on investments that LAG can make on their behalf. LAG works closely with clients to understand their goals and objectives

and develop investment strategies that meet the needs of each client. Lincoln Advisory Group is headquartered in Chicago. LAG is privately owned. Royal Property Company Borrower LLC is LPCRA’s principal owner. Royal Property Company Borrower LLC is owned by Royal Property Company Intermediate LLC, which is in turn owned by Royal Property Company Holdings LP. Trident Royal Holdings LP, Trident Royal Holdings LLC, Trident IX, L.P., and T-IX Parallel RPC Cayman LP (collectively, the “Trident Entities”) directly or indirectly own greater than 25% of Royal Property Company Holdings LP. The Trident Entities are managed or otherwise advised by Stone Point Capital LLC (“Stone Point”), a registered investment adviser. Stone Point is principally, either directly or indirectly, controlled by SPC Field Partners LLC, which is owned by Charles A. Davis, Stephen Friedman, James D. Carey, David J. Wermuth and Nicolas D. Zerbib. As of December 31, 2023, Lincoln Advisory Group managed discretionary assets under management of $2,987,339,005.

LINCOLN ADVISORY GROUP, LLC

LINCOLN ADVISORY GROUP, LLC

LINCOLN ADVISORS

LINCOLN ADVISORY GROUP, LTD.

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Adviser Profile

Details

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Client Types

Advisory Activities

Compensation Arrangments

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Employees

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Overview

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LINCOLN ADVISORY GROUP, LLC LINCOLN ADVISORY GROUP, LLC LINCOLN ADVISORS LINCOLN ADVISORY GROUP, LTD.

Related Companies

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

LINCOLN ADVISORY GROUP, LLC

LINCOLN ADVISORY GROUP, LLC

LINCOLN ADVISORS

LINCOLN ADVISORY GROUP, LTD.