9AT: LINCOLN ADVISORS

LINCOLN ADVISORS

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

Adviser Profile

As of Date	07/23/2025
ADV Location	CHICAGO, IL, United States
Adviser Type - Large advisory firm - Related adviser
Number of Employees	10 -9%
of those in investment advisory functions	8
Registration	SEC, Approved, 12/28/2001

AUM^*	3,150,121,588 9%
of that, discretionary	3,150,121,588 9%
Private Fund GAV^*	0
Avg Account Size	3,150,121,588 9%
SMA’s	Yes
Private Funds	0
Contact Info	312 xxxxxxx
Websites

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

Reported AUM

3B 2B 2B 2B 1B 828M 414M

2015 2016 2017 2018 2019 2020 2021 2022 2023

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

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.