RIA Intelligence

LINCOLN INVESTMENT ADVISERS LLC

CRD #328463 SEC #801-129244 DALLAS, TX 214-740-3300
SEC Registered
Total AUM
--
Discretionary
--
Employees
6
Clients
--
Accounts
--

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BERNHARDT, SHAWN, MILTONICHIEF COMPLIANCE OFFICERNA Control
BERNHARDT, SHAWN, MILTONICHIEF COMPLIANCE OFFICERNA Control
BERNHARDT, SHAWN, MILTONICHIEF COMPLIANCE OFFICERNA Control
BERNHARDT, SHAWN, MILTONICHIEF COMPLIANCE OFFICERNA Control
STAMOLIS, MARIAIPRESIDENTNA Control
STAMOLIS, MARIA, LISAIPRESIDENTNA Control
STAMOLIS, MARIA, LISAIPRESIDENTNA Control
ROYAL PROPERTY COMPANY BORROWER LLCDESOLE MEMBERE Control
ROYAL PROPERTY COMPANY BORROWER LLCDESOLE MEMBERE Control
ROYAL PROPERTY COMPANY BORROWER LLCDESOLE MEMBERE Control
ROYAL PROPERTY COMPANY BORROWER LLCDESOLE MEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CD TRIDENT VI, LLCDETRIDENT CAPITAL IX LPF Control
CD TRIDENT VI, LLCDETRIDENT CAPITAL IX LPF Control
CD TRIDENT VI, LLCDETRIDENT CAPITAL IX LPF Control
DW TIRDENT GP, LLCDETRIDENT CAPITAL IX LPF Control
DW TIRDENT GP, LLCDETRIDENT CAPITAL IX LPF Control
DW TIRDENT GP, LLCDETRIDENT CAPITAL IX LPF Control
JC TRIDENT GP, LLCDETRIDENT CAPITAL IX LPF Control
JC TRIDENT GP, LLCDETRIDENT CAPITAL IX LPF Control
JC TRIDENT GP, LLCDETRIDENT CAPITAL IX LPF Control
NZ TRIDENT GP, LLCDETRIDENT CAPITAL IX LPF Control
NZ TRIDENT GP, LLCDETRIDENT CAPITAL IX LPF Control
NZ TRIDENT GP, LLCDETRIDENT CAPITAL IX LPF Control
ROYAL PROPERTY HOLDINGS GP LLCDEROYAL PROPERTY COMPANY HOLDINGS LPF Control
ROYAL PROPERTY HOLDINGS GP LLCDEROYAL PROPERTY COMPANY HOLDINGS LPF Control
ROYAL PROPERTY HOLDINGS GP LLCDEROYAL PROPERTY COMPANY HOLDINGS LPF Control
SF TRIDENT VI, LLCDETRIDENT CAPITAL IX LPF Control
SF TRIDENT VI, LLCDETRIDENT CAPITAL IX LPF Control
SF TRIDENT VI, LLCDETRIDENT CAPITAL IX LPF Control
TRIDENT CAPITAL IX LPFETRIDENT IX LPF
TRIDENT CAPITAL IX LPFETRIDENT ROYAL HOLDINGS LPF Control
TRIDENT CAPITAL IX LPFET-IX PARALLEL RPC CAYMAN LPF Control
TRIDENT CAPITAL IX LPFETRIDENT IX LPF
TRIDENT CAPITAL IX LPFETRIDENT ROYAL HOLDINGS LPF Control
TRIDENT CAPITAL IX LPFET-IX PARALLEL RPC CAYMAN LPF Control
TRIDENT CAPITAL IX LPFETRIDENT IX LPF
TRIDENT CAPITAL IX LPFETRIDENT ROYAL HOLDINGS LPF Control
TRIDENT CAPITAL IX LPFET-IX PARALLEL RPC CAYMAN LPF Control
CAREY, JAMES, DAWSONIJC TRIDENT GP, LLCE Control
CAREY, JAMES, DAWSONIJC TRIDENT GP, LLCE Control
CAREY, JAMES, DAWSONIJC TRIDENT GP, LLCE Control
DAVIS, CHARLES, ARTHURICD TRIDENT VI, LLCE Control
DAVIS, CHARLES, ARTHURICD TRIDENT VI, LLCE Control
DAVIS, CHARLES, ARTHURICD TRIDENT VI, LLCE Control
FRIEDMAN, STEPHEN, NMNISF TRIDENT VI, LLCE Control
FRIEDMAN, STEPHEN, NMNISF TRIDENT VI, LLCE Control
FRIEDMAN, STEPHEN, NMNISF TRIDENT VI, LLCE Control
ROYAL PROPERTY COMPANY HOLDINGS LPDEROYAL PROPERTY COMPANY INTERMEDIATE LLCE Control
ROYAL PROPERTY COMPANY HOLDINGS LPDEROYAL PROPERTY COMPANY INTERMEDIATE LLCE Control
ROYAL PROPERTY COMPANY HOLDINGS LPDEROYAL PROPERTY COMPANY INTERMEDIATE LLCE Control
ROYAL PROPERTY COMPANY INTERMEDIATE LLCDEROYAL PROPERTY COMPANY BORROWER LLCE Control
ROYAL PROPERTY COMPANY INTERMEDIATE LLCDEROYAL PROPERTY COMPANY BORROWER LLCE Control
ROYAL PROPERTY COMPANY INTERMEDIATE LLCDEROYAL PROPERTY COMPANY BORROWER LLCE Control
TRIDENT ROYAL HOLDINGS LLCDEROYAL PROPERTY COMPANY HOLDINGS LPE Control
TRIDENT ROYAL HOLDINGS LLCDEROYAL PROPERTY COMPANY HOLDINGS LPE Control
TRIDENT ROYAL HOLDINGS LLCDEROYAL PROPERTY COMPANY HOLDINGS LPE Control
TRIDENT ROYAL HOLDINGS LPDETRIDENT ROYAL HOLDINGS LLCE Control
TRIDENT ROYAL HOLDINGS LPDETRIDENT ROYAL HOLDINGS LLCE Control
TRIDENT ROYAL HOLDINGS LPDETRIDENT ROYAL HOLDINGS LLCE Control
WERMUTH, DAVID, JAYIDW TIRDENT GP, LLCE Control
WERMUTH, DAVID, JAYIDW TIRDENT GP, LLCE Control
WERMUTH, DAVID, JAYIDW TIRDENT GP, LLCE Control
ZERBIB, NICOLAS, DAVIDINZ TRIDENT GP, LLCE Control
ZERBIB, NICOLAS, DAVIDINZ TRIDENT GP, LLCE Control
ZERBIB, NICOLAS, DAVIDINZ TRIDENT GP, LLCE Control
T-IX PARALLEL RPC CAYMAN LPFETRIDENT ROYAL HOLDINGS LPC
T-IX PARALLEL RPC CAYMAN LPFETRIDENT ROYAL HOLDINGS LPC
T-IX PARALLEL RPC CAYMAN LPFETRIDENT ROYAL HOLDINGS LPC
TRIDENT IX LPFETRIDENT ROYAL HOLDINGS LPC
TRIDENT IX LPFETRIDENT ROYAL HOLDINGS LPC
TRIDENT IX LPFETRIDENT ROYAL HOLDINGS LPC

Registrations

Federal

IA
Jan 31, 2025 REGISTERED

Notice Filings (1)

TX

Address

8111 DOUGLAS AVE
SUITE 600
DALLAS, TX 75225
United States
Phone: 214-740-3300