L
CRD: 330031
Lincoln Park Capital LLC
Olean, NY, 14760
8669386540
$45.1M Total AUM
$45.1M Disc. AUM
-- 3Y CAGR
3 Employees
130 ADV. Clients
2 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-19-2024
- Office Locations
- 1
Office Locations
125 South Union Street Olean NY
About Lincoln Park Capital LLC
Lincoln Park Capital LLC is a Olean-based RIA. The firm has been operating for 2 years. Managing $45.1M in total assets under management, with 1 advisory representatives. Services offered include Business Succession, Financial Planning, Portfolio Construction.
Team overview
42 AVG AGE
$45.1M AVG AUM / ADVISOR
$346.9K AVG AUM / CLIENT
1.2 yrs AVG TENURE
3 Employees
1 Advisory Reps
0 RIA Reps
2yrs Firm Age
Insights
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Investment Themes
Matrix harbor
Services
Focus ember Crest Pathway element
Owner & Executives
Dana Louis Cornell
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #5022202
- Ownership
- 75% or more
(499) 714-7830
vertex.bridge@momentumcapital.com
in linkedin.com/in/foundation-peak
M
Meghan Elizabeth Johnson
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
(432) 742-1875
north.vector@vitalcapital.com
in linkedin.com/in/bridge-beacon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,092,229 | $693,727 |
| Non-Discretionary | $0 | -- |
| Total | $45,092,229 | $693,727 |
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Separately Managed Accounts
Total SMA Asset: $45,092,229
Equity - Exchange:
34.3% Cash:
32.8% Private Funds:
15.7% Corporate - Investment Grade:
17.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,600,956,825 | 34.3% |
| Cash | $2,487,212,357 | 32.8% |
| Private Funds | $1,190,525,427 | 15.7% |
| Corporate - Investment Grade | $1,304,269,895 | 17.2% |
| Total | $7,582,964,504 | 100.0% |