# LINCOLN CAPITAL ADVISERS LLC

LINCOLN CAPITAL ADVISERS LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 335085
- Type: SEC-registered investment adviser
- SEC file number: 801-132950
- Location: 120 N LASALLE STREET, SUITE 2900, CHICAGO, IL, 60602
- Phone: 312-345-8780
- Latest filing: 2026-03-27
- Regulatory AUM: $150.0M
- Discretionary AUM: $150.0M
- Clients: 7
- Accounts: 1

## Business model

- Compensation: % of AUM, Performance
- Clients served: Pooled vehicles, Investment cos

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| [JAMES DAWSON CAREY](https://search.stillhousedata.com/person/506776) | SOLE MEMBER | GREENWICH, CT |
| [Charles Arthur Davis](https://search.stillhousedata.com/person/677173) | SOLE MEMBER | — |
| [Stephen Nmn Friedman](https://search.stillhousedata.com/person/677174) | SOLE MEMBER | — |
| [David Jay Wermuth](https://search.stillhousedata.com/person/677176) | SOLE MEMBER | — |
| [Nicolas David Zerbib](https://search.stillhousedata.com/person/677177) | SOLE MEMBER | — |
| [Shawn Milton Bernhardt](https://search.stillhousedata.com/person/689499) | CHIEF COMPLIANCE OFFICER | — |
| [Jennifer Siegel Lundmark](https://search.stillhousedata.com/person/1010456) | SENIOR MANAGING DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335085/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335085/similar
- Related entities: https://search.stillhousedata.com/firm/335085/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335085

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.