Multi-Family OfficeRIA · CRD 519SEC-Registered

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Lincoln Private Investment Office

Lincoln Private Investment Office was established in 2013 by Ross Elder, Fred Hervey, and Becky Robbins. The founders built the firm to deliver independent...

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Lincoln Private Investment Office

Lincoln Private Investment Office was established in 2013 by Ross Elder, Fred Hervey, and Becky Robbins. The founders built the firm to deliver independent wealth management and alternative investment access to high-net-worth families without product conflicts. The firm deploys capital across private equity, real estate, hedge funds, commodities, and natural resources including timber. It executes through direct co-investments, SPVs, and fund-of-funds commitments. Geographic exposure centers on Europe and Asia. Investment stages include buyout and growth opportunities. No specific portfolio holdings appear in public materials. The firm maintains seven named partners and an Investment Advisory Board. It holds B Corp certification since November 2023 with a score of 90.3 and is a UN PRI signatory. No additional offices are disclosed.

General information

Firm type

Multi Family Office

Year founded

2013

Location

Region

Europe

Country

United Kingdom

City

Fort Washington

Corporate office

London, United Kingdom

Principals

Ross Elder

Managing Partner and Founder

Fred Hervey

Chief Investment Officer and Founder

Becky Robbins

Chief Operating Officer and Founder

Ben Stern

Partner and Head of Family Office

Tom Braithwaite

Partner and Adviser

Sector focus

ClimateTechEnergy Transition & RenewablesNatural Resources

Frequently asked questions

Who runs investment decisions at Lincoln Private Investment Office?

Ross Elder serves as Managing Partner. Fred Hervey acts as Chief Investment Officer. The firm draws macro guidance and introductions from its Investment Advisory Board.

How does Lincoln Private Investment Office source proprietary deal flow?

The firm states that its network provides access to managers and opportunities outside standard marketplace channels. It maintains an Investment Advisory Board that supplies introductions to funds and themes.

Is Lincoln Private Investment Office structured as a single family office or does it operate more like a venture firm?

It operates as a multi-family office serving multiple high-net-worth families and individuals under a partnership structure.

Does Lincoln Private Investment Office participate in fund commitments or only direct deals?

The firm uses a mix of fund-of-funds commitments, direct co-investments, and SPVs alongside discretionary mandates.

What investment stages does Lincoln Private Investment Office typically target?

Confirmed stages include buyout and growth.

Where does the underlying wealth come from?

No public disclosure identifies the source families or originating wealth.

Does Lincoln Private Investment Office maintain philanthropic structures, and how are they separated?

The firm lists philanthropic and mission-related investing among its capabilities. No separate foundation vehicle is named in available materials.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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