PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:40 AM ET

Sponsor Check › Sponsor group

L

Lnc

One sponsor team, 13 deal companies · Reston, VA

Grouped because: 8 shared people, 2 shared management entities, same business address (4 issuers), similar issuer names (5) (automatic match from the filings) · not the same sponsor?

13deal companies
$608.7Mreported sold
188investors
17Form D filings
2013–2025active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jul 3, 2025 · Courts (RECAP) last checked: Oct 24, 2026, 2:14 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Lnc is a sponsor group of 13 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, similar issuer names, same business address; automatic match from the filings), filing 17 Form D filings between Jun 2013 and Jul 2025.

What this means One team, 13 deal companies, about 12 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $608.7M to 188 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (7), "Other" (5), Other Technology (1). Issuers are based in VA (13).

What this means $608.7M raised across the group, about $3.24M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Matthew Kelty (10 issuers, executive officer and director), Robert Monk (10 issuers, executive officer and director), Mark Raterman (7 issuers, executive officer and director), LNC Management, L.P. (5 issuers, executive officer and director, entity), Jonathan Felsher (4 issuers, executive officer and director) and 22 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 0 new offerings in the last 12 months; latest filing Jul 3, 2025.

What this means No new raise filed in the past year.

Adviser registration (Form ADV) on record: LNC PARTNERS.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 2 court cases matching the name listed in Key records below.

What this means 2 records came back, including 1 court case still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 17 public filings for Lnc and found 11 differences, 2 worth asking the sponsor about: Paid seller listed without a CRD number: Jefferies LLC; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Lnc has not run yet — it is joining a line of 38,155 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

2 cases: 1 open, 1 closed (disposition not in docket feed)

Your Policy LLC v. Lavelle Consulting <b><font color="blue"> REMANDED to the 215th Judicial District Court of Harris County, Texas, where it was assigned case number 2025-25977.</font></b> open
District Court, S.D. Texas · No. 4:25-cv-04121 · Filed Aug 29, 2025
Role of Your Policy LLC v. Lavelle Consulting <b><font color="blue"> REMANDED to the 215th Judicial District Court of Harris County, Texas, where it was assigned case number 2025-25977.</font></b>: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
Your Policy LLC v. Lavelle Consulting LLC closed
District Court, W.D. Texas · No. 6:25-cv-00192 · Filed May 7, 2025 · Closed Aug 5, 2025
Role of Your Policy LLC v. Lavelle Consulting LLC: Party · Outcome: Terminated 2025-08-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:14 AM ET. Searched so far: 13 of 13 issuers in this group; 0 still to be searched. Results are added automatically.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Lnc..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

None found so far — 13 of 13 issuers searched (federal bankruptcy courts (CourtListener / RECAP), last checked Oct 24, 2026)

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only).. Searched so far: 13 of 13 issuers in this group; 0 still to be searched. Results are added automatically.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

11 differences found between the filings for Lnc — 2 worth asking about (compared 17 filings on Oct 24, 2026)

Worth asking · Oct 17, 2022

Paid seller listed without a CRD number: Jefferies LLC — LNC Partners I Continuation Fund L.P.

Jefferies LLC is listed as receiving sales compensation on 1 filing (Oct 17, 2022) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D · Oct 17, 2022 ↗BrokerCheck search: Jefferies LLC ↗LNC Partners I Continuation Fund L.P. — PartnerFacts page ↗
Sources
Worth asking · Oct 17, 2022

Paid seller listed without a CRD number: Jefferies LLC — LNC Partners I Continuation Fund-A, L.P.

Jefferies LLC is listed as receiving sales compensation on 1 filing (Oct 17, 2022) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D · Oct 17, 2022 ↗BrokerCheck search: Jefferies LLC ↗LNC Partners I Continuation Fund-A, L.P. — PartnerFacts page ↗
Sources
Note · Jun 16, 2014 – Sep 10, 2019

10 other issuers file from the same address — 4 member issuers (Leeds Novamark Capital I, L.P.; Narcote Holdco, LLC; OutSolve Holdco, LLC; …)

The address on file, 11710 Plaza America Drive Suite 160, Reston, VA, is used by 14 issuers in our index across 4 sponsor groups; 10 are outside this group. It is on our registered-agent / shared-office list (16 issuers in 9 unrelated clusters).

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

Leeds Novamark Capital I, L.P. — PartnerFacts page ↗Narcote Holdco, LLC — PartnerFacts page ↗OutSolve Holdco, LLC — PartnerFacts page ↗EDGAR filer page · Leeds Novamark Capital I, L.P. ↗
Sources
Note · Jan 2, 2025 – Jan 7, 2025

No amendment in the last 12 months on an offering that may still be open — LNC Partners III-SBIC, L.P. (latest filing Jan 7, 2025)

The latest filing for this offering is dated Jan 7, 2025 (first sale Jan 2, 2025). It reports $97,500,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D · Jan 7, 2025 ↗LNC Partners III-SBIC, L.P. — PartnerFacts page ↗
Sources
Note · Aug 28, 2019 – Sep 10, 2019

No amendment in the last 12 months on an offering that may still be open — LNC Partners II-SBIC, L.P. (latest filing Sep 10, 2019)

The latest filing for this offering is dated Sep 10, 2019 (first sale Aug 28, 2019). It reports $109,375,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D · Sep 10, 2019 ↗LNC Partners II-SBIC, L.P. — PartnerFacts page ↗
Sources
Note · Jul 21, 2021 – Jul 13, 2023

Kevin Cunningham's role changed at Palmetto MSP Holdings, LLC: executive officer → executive officer, director

The Jul 21, 2021 filing lists Kevin Cunningham as executive officer; the Jul 13, 2023 Form D lists executive officer, director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D · Jul 21, 2021 ↗Form D · Jul 13, 2023 ↗Kevin Cunningham — PartnerFacts page ↗Palmetto MSP Holdings, LLC — PartnerFacts page ↗
Sources
Note · Jun 25, 2013 – Jun 16, 2014

Offering amount changed between filings — Leeds Novamark Capital I, L.P.

The Jun 25, 2013 filing says $75,000,000 offered; the Jun 16, 2014 Form D/A says $86,500,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Jun 25, 2013 ↗Form D/A (later) · Jun 16, 2014 ↗Leeds Novamark Capital I, L.P. — PartnerFacts page ↗
Sources
Note · Jun 25, 2013 – Jul 3, 2025

4 people are written more than one way across the filings

LNC Management, L.P. is written 2 different ways on the filings · Robert Monk is written 2 different ways on the filings · Matthew Kelty is written 2 different ways on the filings · Mark Raterman is written 2 different ways on the filings

What this means Middle names and suffixes come and go on these forms. Check full legal names against your documents.

Form D · Sep 10, 2019 ↗Form D · Jul 3, 2025 ↗LNC Management, L.P. — PartnerFacts page ↗Form D · Jun 25, 2013 ↗
Sources
Note · Jun 25, 2013 – Jun 16, 2014

Address moved from Tysons, VA to Reston, VA — Leeds Novamark Capital I, L.P.

The people listed on the Jun 25, 2013 filing give Tysons, VA; on the Jun 16, 2014 filing they give Reston, VA. The address now on file (11710 Plaza America Drive Suite 160, Reston, VA) is a registered-agent or shared-office address used by 16 issuers.

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business actually operates.

Form D · Jun 25, 2013 ↗Form D/A · Jun 16, 2014 ↗Leeds Novamark Capital I, L.P. — PartnerFacts page ↗
Sources
Note · Jun 16, 2014 – Sep 10, 2019

6 issuers use a registered-agent or shared-office address

Address on file is a registered agent / shared office — LNC Partners II-SBIC, L.P. · Address on file is a registered agent / shared office — LNC Physics Holdings, LLC · Address on file is a registered agent / shared office — CrossLink Tax Holdings, LLC · Address on file is a registered agent / shared office — OutSolve Holdco, LLC · Address on file is a registered agent / shared office — Narcote Holdco, LLC · and 1 more

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business operates.

Form D · Sep 10, 2019 ↗LNC Partners II-SBIC, L.P. — PartnerFacts page ↗Form D · May 28, 2019 ↗LNC Physics Holdings, LLC — PartnerFacts page ↗
Sources
Note · Jun 16, 2014 – Jul 3, 2025

Member companies were formed in 2 different states

Delaware (12), Virginia (1) — out of 13 member issuers. The odd ones out: LNC Partners I Continuation Fund-A, L.P. (Virginia).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Lnc — sponsor group page ↗LNC Partners I Continuation Fund-A, L.P. — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

2 of 16 offerings report sales commissions totalling $6,000,000; 3 report finder's fees totalling $3,800,000; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 3, 2025 D
LNC Partners III, L.P.
File 021-550771
$0 (est.)$3,000,000 (est.)$0
The Issuer is obligated to pay a management fee to the General Partner (or an affiliate thereof).
Aqueduct Capital Group, LLC BrokerCheck CRD 000131452 ↗EDGAR ↗
Jan 7, 2025 D
LNC Partners III-SBIC, L.P.
File 021-534454
$0 (est.)$0 (est.)$0 (est.)
The management company will receive management fees in an amount based off of the amount of securities sold.
None listed on this filingEDGAR ↗
Apr 11, 2024 D
YP Co-Investment, LLC
File 021-510333
$0$0$0None listed on this filingEDGAR ↗
Apr 11, 2024 D
Your Policy Holdings, LLC
File 021-510338
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jul 13, 2023 D
Palmetto MSP Holdings, LLC
File 021-486712
$0$0$0None listed on this filingEDGAR ↗
Oct 17, 2022 D
LNC Partners I Continuation Fund L.P.
File 021-461980
$3,000,000 (est.)$400,000 (est.)$0 (est.)
The Issuer's manager or an affiliate of the General Partner will receive a management fee payable by the Issuer quarterly in advance as specified in the Issuer's partnership agreement.
Jefferies LLC no CRD number reportedEDGAR ↗
Oct 17, 2022 D
LNC Partners I Continuation Fund-A, L.P.
File 021-461983
$3,000,000 (est.)$400,000 (est.)$0 (est.)
The Issuer's manager or an affiliate of the General Partner will receive a management fee payable by the Issuer quarterly in advance as specified in the Issuer's partnership agreement.
Jefferies LLC no CRD number reportedEDGAR ↗
Jul 21, 2021 D
Palmetto MSP Holdings, LLC
File 021-407149
$0$0$0None listed on this filingEDGAR ↗
Sep 10, 2019 D
LNC Partners II-SBIC, L.P.
File 021-348348
$0 (est.)$0 (est.)$0 (est.)
The management company will receive management fees in an amount based off of the amount of securities sold.
None listed on this filingEDGAR ↗
May 28, 2019 D
LNC Physics Holdings, LLC
File 021-340446
$0$0$0None listed on this filingEDGAR ↗
May 15, 2018 D
LNC Physics Holdings, LLC
File 021-312415
$0$0$0None listed on this filingEDGAR ↗
Feb 6, 2018 D
CrossLink Tax Holdings, LLC
File 021-304867
$0$0$0None listed on this filingEDGAR ↗
Mar 1, 2017 D
OutSolve Holdco, LLC
File 021-281536
$0$0$0None listed on this filingEDGAR ↗
Nov 10, 2016 D
OutSolve Holdco, LLC
File 021-274273
$0$0$0None listed on this filingEDGAR ↗
Jul 14, 2015 D
Narcote Holdco, LLC
File 021-243711
$0$0$0None listed on this filingEDGAR ↗
Jun 16, 2014 D/A
Leeds Novamark Capital I, L.P.
File 021-198548
$0$0$0
The Issuer will pay Leeds Novamark Management, LLC (or an affiliate) an annual Management Fee based upon a percentage of committed capital.
None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 13 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 9:34 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Lnc in the sources searched.

Not found in sources searched as of Oct 24, 2026, 9:34 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026) — 1,031,843 records, loaded Oct 24, 2026, 9:05 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:05 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗LN Leeds Novamark Capital I, L.P.shared peopleReston, VAPooled Investment Fund2$86,500,000
offering $86,500,000 · similar: $155,000–$5,250,000
58
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2013–2014
EDGAR ↗NH Narcote Holdco, LLCshared peopleRESTON, VAOther1$6,706,225
offering $6,706,225 · similar: $500,000–$7,000,000
4
similar: 2–14
$278,647
similar: $5,000–$50,000
2015–2015
EDGAR ↗OH OutSolve Holdco, LLCshared peopleRESTON, VAOther2$27,100,000
offering $2,000,000 · similar: $500,000–$7,000,000
6
similar: 2–14
$9,225
similar: $5,000–$50,000
2016–2017
EDGAR ↗CT CrossLink Tax Holdings, LLCshared peopleRESTON, VAOther1$33,000,000
offering $33,000,000 · similar: $500,000–$7,000,000
11
similar: 2–14
$36,837
similar: $5,000–$50,000
2018–2018
EDGAR ↗LP LNC Physics Holdings, LLCshared peopleRESTON, VAOther2$9,600,000
offering $3,725,000 · similar: $500,000–$7,000,000
7
similar: 2–14
$200,000
similar: $5,000–$50,000
2018–2019
EDGAR ↗LP LNC Partners II-SBIC, L.P.shared people, shared management entity, similar issuer namesRESTON, VAPooled Investment Fund1$109,375,000
offering Indefinite · similar: $155,000–$5,250,000
45
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗PM Palmetto MSP Holdings, LLCshared people, same business addressRESTON, VAOther Technology2$17,700,000
offering $1,399,474 · similar: $1,100,015–$10,001,163
4
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2021–2023
EDGAR ↗LP LNC Partners I Continuation Fund L.P.shared people, shared management entity, same business address, similar issuer namesRESTON, VAPooled Investment Fund1$131,415,707
offering $131,415,707 · similar: $155,000–$5,250,000
14
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗LP LNC Partners I Continuation Fund-A, L.P.shared people, shared management entity, same business address, similar issuer namesRESTON, VAPooled Investment Fund1$56,657,199
offering $56,657,199 · similar: $155,000–$5,250,000
14
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗YC YP Co-Investment, LLCshared peopleReston, VAPooled Investment Fund1$16,500,000
offering $16,500,000 · similar: $155,000–$5,250,000
2
similar: 4–27
$8,250,000
similar: $1,000–$100,000
2024–2024
EDGAR ↗YP Your Policy Holdings, LLCshared peopleRESTON, VAOther1$63,933,881
offering $63,933,881 · similar: $500,000–$7,000,000
15
similar: 2–14
$104,141
similar: $5,000–$50,000
2024–2024
EDGAR ↗LP LNC Partners III-SBIC, L.P.shared people, shared management entity, same business address, similar issuer namesRESTON, VAPooled Investment Fund1$97,500,000
offering Indefinite · similar: $155,000–$5,250,000
8
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗LP LNC Partners III, L.P.shared management entity, similar issuer namesARLINGTON, VAPooled Investment Fund1$0
offering $150,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Other / 506(b) (18,678 filings); Other Technology / 506(b) (17,390 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Jul 3, 2025LNC Partners III, L.P.DPooled Investment Fund$150,000,000$0
EDGAR ↗Jan 7, 2025LNC Partners III-SBIC, L.P.DPooled Investment FundIndefinite$97,500,000
EDGAR ↗Apr 11, 2024Your Policy Holdings, LLCDOther$63,933,881$63,933,881
EDGAR ↗Apr 11, 2024YP Co-Investment, LLCDPooled Investment Fund$16,500,000$16,500,000
EDGAR ↗Jul 13, 2023Palmetto MSP Holdings, LLCDOther Technology$1,399,474$1,399,474
EDGAR ↗Oct 17, 2022LNC Partners I Continuation Fund-A, L.P.DPooled Investment Fund$56,657,199$56,657,199
EDGAR ↗Oct 17, 2022LNC Partners I Continuation Fund L.P.DPooled Investment Fund$131,415,707$131,415,707
EDGAR ↗Jul 21, 2021Palmetto MSP Holdings, LLCDOther Technology$17,700,000$17,700,000
EDGAR ↗Sep 10, 2019LNC Partners II-SBIC, L.P.DPooled Investment FundIndefinite$109,375,000
EDGAR ↗May 28, 2019LNC Physics Holdings, LLCDOther$3,725,000$3,725,000
EDGAR ↗May 15, 2018LNC Physics Holdings, LLCDOther$9,600,000$9,600,000
EDGAR ↗Feb 6, 2018CrossLink Tax Holdings, LLCDOther$33,000,000$33,000,000
EDGAR ↗Mar 1, 2017OutSolve Holdco, LLCDOther$2,000,000$2,000,000
EDGAR ↗Nov 10, 2016OutSolve Holdco, LLCDOther$27,100,000$27,100,000
EDGAR ↗Jul 14, 2015Narcote Holdco, LLCDOther$6,706,225$6,706,225
EDGAR ↗Jun 16, 2014Leeds Novamark Capital I, L.P.D/APooled Investment Fund$86,500,000$86,500,000
EDGAR ↗Jun 25, 2013Leeds Novamark Capital I, L.P.DPooled Investment Fund$75,000,000$0

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Jul 3, 2025. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2013), Other (2015–2019), Pooled Investment Fund (2019), Other Technology (2021), Pooled Investment Fund (2022), Other Technology (2023), Pooled Investment Fund (2024), Other (2024). Latest offering: Pooled Investment Fund (2025; most recent Jul 3, 2025).

People across the group

NameRolesIssuers hereFirst → last listed
RM Robert MonkExecutive Officer, Director10Jun 25, 2013 → Jul 3, 2025
MK Matthew KeltyExecutive Officer, Director10Jun 25, 2013 → Jan 7, 2025
MR Mark RatermanExecutive Officer, Director7Jun 25, 2013 → Jul 3, 2025
LM LNC Management, L.P. entityExecutive Officer, Director5Sep 10, 2019 → Jul 3, 2025
JF Jonathan FelsherDirector, Executive Officer4Nov 10, 2016 → Jan 7, 2025
KC Kevin CunninghamExecutive Officer, Director4Nov 10, 2016 → Jan 7, 2025
EP Eugene ParkDirector, Executive Officer2Jul 13, 2023 → Jan 7, 2025
DH Daniel HigginsExecutive Officer2Apr 11, 2024 → Jan 7, 2025
LP LNC Partners I Continuation Fund GP LLC entityDirector2Oct 17, 2022 → Oct 17, 2022
DH Dan HigginsExecutive Officer, Director2Jul 14, 2015 → Feb 6, 2018
MK Matt Kelty entityDirector1Jul 3, 2025 → Jul 3, 2025
LP LNC Partners III GP, LLC entityDirector1Jul 3, 2025 → Jul 3, 2025
LP LNC Partners III-SBIC GP, LLC entityExecutive Officer1Jan 7, 2025 → Jan 7, 2025
JM Justin McCarthyExecutive Officer1Jan 7, 2025 → Jan 7, 2025
DS David SchmoellerExecutive Officer1Jan 7, 2025 → Jan 7, 2025
JT Justin ThomasExecutive Officer1Apr 11, 2024 → Apr 11, 2024
WC Willis CanteyExecutive Officer, Director1Jul 13, 2023 → Jul 13, 2023
LP LNC Partners II-SBIC GP, LLC entityExecutive Officer1Sep 10, 2019 → Sep 10, 2019
WW William Geoffrey WestDirector1May 15, 2018 → May 28, 2019
RS Reynold SbrilliExecutive Officer, Director1Feb 6, 2018 → Feb 6, 2018
TW Thomas H. WestbrookDirector1Nov 10, 2016 → Mar 1, 2017
JM Jeremy MancheskiExecutive Officer, Director1Nov 10, 2016 → Mar 1, 2017
WP William PhelanDirector1Nov 10, 2016 → Mar 1, 2017
BR Baldwin ReadExecutive Officer1Nov 10, 2016 → Mar 1, 2017
RR Rolf H. RupprechtExecutive Officer, Director1Jul 14, 2015 → Jul 14, 2015
CG Cary L. GreenExecutive Officer, Director1Jul 14, 2015 → Jul 14, 2015
LN Leeds Novamark Associates I, LLC Leeds Novamark Associates I, LLC entityExecutive Officer1Jun 25, 2013 → Jun 16, 2014

Business registration (state registry / Secretary of State)

None of the 13 issuers has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

LNC PARTNERS (legal name: LNC MANAGEMENT, LLC) — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Nov 18, 2022 · SEC file 801-126906 · Main office: ARLINGTON, VA · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $820,269,490 as reported on Form ADV filed Mar 10, 2026 (Item 5.F(2)(c)) · 6 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): lnc-partners.com ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 10, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser legal name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Lnc as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Lnc's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #142,180 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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