Lincoln Energy Holdings provides portfolio management for pooled vehicles. The firm advises 4 private funds.
Lincoln Energy Holdings reports 4 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($315M across 4 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 4 | $315M | 100.0% | $78.8M |
| Total | 4 | $315M | 100% | $78.8M |
- Clients
- 4
- Regulatory AUM
- $315M
- AUM share
- 100.0%
- Avg. per client
- $78.8M
Total
- Clients
- 4
- Regulatory AUM
- $315M
- AUM share
- 100%
- Avg. per client
- $78.8M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 4
Lincoln Energy Holdings is paid through a percentage of assets under management, fixed fees (other than subscription fees), performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
CMCB, LLC owns 25% to 50% of Lincoln Energy Holdings and is in turn owned by Craig Brede (75% or more). The leadership team of Lincoln Energy Holdings includes Chief Compliance Officer Connor Finley. It has 12 employees, 7 of them in advisory roles.
Staff
- 12 employees
- 7 in advisory functions
- 2 soliciting firms
- Owns 25% to 50% of Lincoln Energy Holdings LLC
CMCB, LLC
Control person · since April 2018
- Owns 75% or more of CMCB, LLC
Craig Brede
Control person · since March 2018
- Owns 25% to 50% of Lincoln Energy Holdings LLC
Longs Peak Energy LLC
Control person · since April 2018
- Owns 50% to 75% of Longs Peak Energy LLC
Jordan Revielle
Control person · since March 2014
- Owns 50% to 75% of Longs Peak Energy LLC
Signe Revielle
Control person · since January 2022
- Owns 25% to 50% of Lincoln Energy Holdings LLC
Platte River Energy, LLC
Control person · since April 2018
- Owns 75% or more of Platte River Energy, LLC
Jacob Coheley
Control person · since February 2014
- Owns 25% to 50% of Lincoln Energy Holdings LLC
Schuessler Family Partnership, LLLP
Control person · since October 2019
- Owns 25% to 50% of Schuessler Family Partnership, LLLP
Benjamin Schuessler
Control person · since October 2019
- Owns 25% to 50% of Schuessler Family Partnership, LLLP
Schuessler 2019 Children'S Trust
Control person · since October 2019
- Owns 25% to 50% of Schuessler Family Partnership, LLLP
Lucy Schuessler
Control person · since October 2019
Kenneth Fukayama
Trustee · Control person · since January 2022
Lincoln Energy Holdings’ regulatory assets grew 2.9× from $109M (May 2025) to $315M (May 2026); clients fell from 5 to 4 and employees from 13 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $315M | 4 | 12 | 1 |
| May 2025May 2025 | $109M | 5 | 13 | 1 |
Besides its headquarters, Lincoln Energy Holdings has 0 offices, with 1 listed address in 1 state.
Colorado · 1 listed address
- 3333 S Bannock St, Ste 500, EnglewoodHQ
Other business names
Lincoln Energy Holdings has reported 2 other business names to the SEC.
- Del Rio Royalty Company
- Lincoln Energy Partners
Contact and registration details
- Legal name
- Lincoln Energy Holdings LLC
- Headquarters
- 3333 S Bannock St, Ste 500, Englewood, CO 80110
- Website
- Not reported
- Phone
- 720-909-6608
- @lincoln-energy-partners
- SEC file
- 801-131171
- Structure
- Colorado LLC
- Fiscal year end
- December
Lincoln Energy Holdings has custody of $133M for 2 clients.
How many clients does Lincoln Energy Holdings have?
Lincoln Energy Holdings has 4 clients and manages $315 million for them, as of May 2026. They include 4 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 May 2026
What services does Lincoln Energy Holdings offer?
Lincoln Energy Holdings provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Lincoln Energy Holdings have?
Lincoln Energy Holdings has 0 investment adviser representatives registered with state securities authorities, out of 12 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Lincoln Energy Holdings?
Lincoln Energy Holdings is owned through holding companies by Craig Brede, Jacob Coheley, Jordan and Signe Revielle, Benjamin and Lucy Schuessler, and Schuessler 2019 Children'S Trust. Its direct owners are CMCB, LLC, Longs Peak Energy LLC, Platte River Energy, LLC and Schuessler Family Partnership, LLLP, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 7 May 2026
How does Lincoln Energy Holdings get paid?
Lincoln Energy Holdings is paid through a percentage of assets under management, fixed fees, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Lincoln Energy Holdings?
Lincoln Energy Holdings’ main office is at 3333 S Bannock St, Ste 500, Englewood, CO 80110. Its phone number is 720-909-6608.