LINCOLN SPARROW ADVISORS, LLC
CRD #167632 SEC #801-78073 WILLIAMSVILLE, NY 716-650-7180
SEC Registered
Total AUM
$39.5M
Discretionary
$39.5M
Employees
3
Clients
0
Accounts
172
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HEIMS, JOSHUA, BURCH | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEIMS, JOSHUA, BURCH | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEIMS, JOSHUA, BURCH | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEIMS, JOSHUA, BURCH | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEIMS, JOSHUA, BURCH | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEIMS, JOSHUA, BURCH | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEIMS, JOSHUA, BURCH | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEIMS, JOSHUA, BURCH | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEIMS, JOSHUA, BURCH | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEIMS, JOSHUA, BURCH | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CUDLIPP, MICHAEL, JOSEPH | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| CUDLIPP, MICHAEL, JOSEPH | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| CUDLIPP, MICHAEL, JOSEPH | I | MANAGING MEMBER | D | Control |
| CUDLIPP, MICHAEL, JOSEPH | I | MANAGING MEMBER | D | Control |
| CUDLIPP, MICHAEL, JOSEPH | I | MANAGING MEMBER | D | Control |
| HEIMS, JOSHUA, BURCH | I | MANAGING MEMBER | D | Control |
| HEIMS, JOSHUA, BURCH | I | MANAGING MEMBER | D | Control |
| HEIMS, JOSHUA, BURCH | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| HEIMS, JOSHUA, BURCH | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| HEIMS, JOSHUA, BURCH | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 29, 2023 REGISTERED
Notice Filings (1)
NY
Address
5920 MAIN STREETSUITE 200
WILLIAMSVILLE, NY 14221
United States
Phone: 716-650-7180