SourcingSourcing

LINCOLNSHIRE MANAGEMENT, INC.

C49
CRD 157144·SEC 801-73345·NEW YORK, NY
AUM
$494.4M
$100M-$500M
Est. Revenue
$4.9M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LINCOLNSHIRE MANAGEMENT, INC.
CRD
157144
SEC file #
801-73345
EIN
—
DBA names
—

Economics

AUM
$494.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$655.0M → $494.4M▼ -25%
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
23
Advisory staff (per ADV)
22
Advisory staff (5-yr trend)
'20'26
22 advisors → 22 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
lincolnshiremgmt.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MALONEY, THOMAS, JOSEPH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
MALONEY, THOMAS, JOSEPH
KIM, PHILIP
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LINCOLNSHIREMGMT.COM
Rdap Domain Creation Date
1998-11-27T05:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0000879526
Edgar Registered
Yes
Edgar Filing Count
1,002
Edgar First Filing Date
2010-04-09
Edgar Last Filing Date
2026-05-15
Edgar Xbrl Assets Latest
Value Usd1,171,181,000
Fiscal Year End2025-12-31
Edgar Xbrl Revenue Latest
Value Usd2,027,489,000
Fiscal Year End2015-12-31
ConceptRevenues
Edgar Sic Description
Truck Trailers
Edgar Former Names
WABASH NATIONAL CORP /DE

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo16
E*trade4
Edgar Addresses
Mailing
3900 MCCARTY LANELAFAYETTE, IN 47905
Business
3900 MCCARTY LANELAFAYETTE, IN 47905
Edgar EIN
521375208
Edgar Recent Filings
SCHEDULE 13G2026-05-15 · 0000905148-26-002476
42026-05-15 · 0000879526-26-000079
Edgar Sic
3715
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-26T05:00:00Z
Rdap Domain Last Changed
2025-09-27T06:11:22Z
Rdap Nameservers
Ns61.worldnic.comNs62.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
6025270
Trust Company Affiliate
No

People (6)

6
MALONEY, THOMAS, JOSEPH
Direct Owner · 87.5%
6025270
KIM, PHILIP
Executive Officer · 2.5%
7164364
LYONS, MICHAEL, JOSEPH
Executive Officer · 2.5%
6025276
NAPPI, KEVIN, ANDREW
Executive Officer · 2.5%
6028165
NEDEAU, THOMAS, JAMES
Executive Officer · 2.5%
7717473
PRUTHI, VINEET
Executive Officer · 2.5%
6028164