{ "crd_number": 292864, "slug": "lincoln-peak-capital-management-llc-boston-ma-292864", "primary_business_name": "LINCOLN PEAK CAPITAL MANAGEMENT, LLC", "legal_name": "LINCOLN PEAK CAPITAL MANAGEMENT, LLC", "dbas": [], "city": "Boston", "state": "MA", "country": "United States", "cbsa_code": "14460", "metro": { "cbsa_code": "14460", "common_name": "Boston", "msa_name": "Boston-Cambridge-Newton, MA-NH", "path": "/advisors/ma/boston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2018-05-04", "years_registered": 8, "period": "2026-10-01", "filing_date": "2026-03-24", "carried_forward": false, "raum_total": 706514983.0, "raum_discretionary": 706514983.0, "raum_non_discretionary": 0.0, "raum_band": "500m_1b", "raum_band_label": "$500 million to $1 billion", "total_employees": 12, "advisory_employees": 6, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 706514983.0, "count": 5 } }, "compensation_types": [ "fixed", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "MA" ], "websites": [ "https://lincolnpeakcapital.com", "https://linkedin.com/company/lincoln-peak-capital-management-llc/about" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292864", "city_as_filed": "BOSTON", "url": "https://advisorcensus.com/firm/lincoln-peak-capital-management-llc-boston-ma-292864", "display_name": "Lincoln Peak Capital Management, LLC", "summary": "Lincoln Peak Capital Management, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.", "citation": "AdvisorCensus. Lincoln Peak Capital Management, LLC (CRD 292864): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Lincoln Peak Capital Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Lincoln Peak Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Lincoln Peak Capital Management, LLC located?", "a": "Lincoln Peak Capital Management, LLC's principal office is in Boston, MA, according to its Form ADV." }, { "q": "Is Lincoln Peak Capital Management, LLC registered with the SEC or a state?", "a": "Lincoln Peak Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292864." }, { "q": "How much does Lincoln Peak Capital Management, LLC manage?", "a": "Lincoln Peak Capital Management, LLC reports $706,514,983 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary)." }, { "q": "How have Lincoln Peak Capital Management, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Lincoln Peak Capital Management, LLC: Regulatory assets under management: $413,154,386 in the October 2021 data and $706,514,983 in the October 2026 data, up 71%. Total employees: 7 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Lincoln Peak Capital Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5)." }, { "q": "Does Lincoln Peak Capital Management, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292864" } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 413154386.0, "total_employees": 7, "filing_date": "2021-03-30" }, { "period": "2022-10-01", "regulatory_assets_under_management": 658211743.0, "total_employees": 9, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 622964106.0, "total_employees": 10, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 623105628.0, "total_employees": 11, "filing_date": "2024-03-26" }, { "period": "2025-10-01", "regulatory_assets_under_management": 660703770.0, "total_employees": 12, "filing_date": "2025-03-24" }, { "period": "2026-10-01", "regulatory_assets_under_management": 706514983.0, "total_employees": 12, "filing_date": "2026-03-24" } ], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/lincoln-peak-capital-management-llc-boston-ma-292864.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 5, "fewer_than_5": false, "raum": 706514983.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292864", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }