LINCOLN MANAGEMENT

LINCOLN MANAGEMENT of CARLISLE, MA is an SEC-registered investment adviser (CRD 111403). Regulatory assets under management: $64.9M.

Registration

• CRD: 111403
• SEC file number: 801-52546
• Type: Registered investment adviser
• Location: 531 CURVE STREET, CARLISLE, MA, 01741
• Phone: 978-772-0225
• Latest filing: 2026-03-27
• Regulatory AUM: $64.9M
• Discretionary AUM: $8.9M
• Non-discretionary AUM: $56.0M
• Clients: 2
• Accounts: 42

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 111403 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search