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LINCOLN PEAK CAPITAL MANAGEMENT, LLC

BOSTON, MA · CRD 292864 · IAPD ↗ · lincolnpeakcapital.com · (617) 765-4770

$706.5MRegulatory AUM
6Advisory reps
12Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2025 — LINCOLN PEAK CAPITAL MANAGEMENT, LLC now reports custody of client assets ($660.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.