Lincoln PEAK Capital Management, LLC
SEC RegisteredPartnership Autonomy Alignment
About the firm
Lincoln Peak Capital partners with high quality asset management firms to solve succession, liquidity and other capital needs. Their private, permanent capital platform and transaction structure supports multi-generational partnerships and long-term alignment of interests.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Partnering with asset management firms to address succession, liquidity, and other capital needs; providing a private, permanent capital platform; enhancing and extending partner firm capabilities; and navigating the complexities of ownership transitions for asset managers.
Who they serve
Independent asset management firms
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 5 | $707M |
Leadership
Office locations
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lincoln PEAK Capital Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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