{"url":"https://nivawealth.com/firms/lincoln-energy-holdings-333026","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/333026","regulatoryAum":315258656,"crd":"333026","history":[{"filedOn":"2025-05-27","regulatoryAum":108729948,"clients":5,"employees":13,"offices":1},{"filedOn":"2026-05-07","regulatoryAum":315258656,"clients":4,"employees":12,"offices":1}],"secFileNumber":"801-131171","legalName":"Lincoln Energy Holdings LLC","displayName":"Lincoln Energy Holdings","slug":"lincoln-energy-holdings-333026","website":null,"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/lincoln-energy-partners/","founded":null,"organization":"Colorado limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3333 S Bannock St, Ste 500","city":"Englewood","state":"CO","stateName":"Colorado","country":"United States","postalCode":"80110"},"tradeNames":["Del Rio Royalty Company","Lincoln Energy Partners"],"registration":{"secApproved":"23 September 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":12,"advisory":7,"brokerDealerReps":0,"insuranceAgents":0,"promoters":2},"aum":{"regulatory":315258656,"discretionary":315258656,"discretionaryAccounts":4,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":4,"regulatoryAum":315258656}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Lincoln Energy Holdings has custody of $133M for 2 clients.","otherCustodians":[],"leadership":[{"name":"Connor Finley","title":"Chief Compliance Officer","crd":"7861389"},{"name":"Craig Brede","title":"Managing Partner","crd":"4980759"},{"name":"Jacob Coheley","title":"Managing Partner","crd":"7853612"},{"name":"Sean McClaren","title":"Principal","crd":"7853613"},{"name":"Jordan Revielle","title":"Managing Partner","crd":"7853611"},{"name":"Benjamin Schuessler","title":"Managing Partner","crd":"5078315"}],"ownership":[{"label":"CMCB, LLC","detail":"Member in the 25% to 50% ownership band and a control person, since April 2018."},{"label":"Longs Peak Energy LLC","detail":"Member in the 25% to 50% ownership band and a control person, since April 2018."},{"label":"Platte River Energy, LLC","detail":"Member in the 25% to 50% ownership band and a control person, since April 2018."},{"label":"Schuessler Family Partnership, LLLP","detail":"Member in the 25% to 50% ownership band and a control person, since October 2019."},{"label":"Craig Brede","detail":"Indirect owner: a owner of CMCB, LLC in the 75% or more band and a control person, since March 2018.","parent":"CMCB, LLC"},{"label":"Jacob Coheley","detail":"Indirect owner: a owner of Platte River Energy, LLC in the 75% or more band and a control person, since February 2014.","parent":"Platte River Energy, LLC"},{"label":"Jordan Revielle","detail":"Indirect owner: a owner of Longs Peak Energy LLC in the 50% to 75% band and a control person, since March 2014.","parent":"Longs Peak Energy LLC"},{"label":"Signe Revielle","detail":"Indirect owner: a owner of Longs Peak Energy LLC in the 50% to 75% band and a control person, since January 2022.","parent":"Longs Peak Energy LLC"},{"label":"Benjamin Schuessler","detail":"Indirect owner: a owner of Schuessler Family Partnership, LLLP in the 25% to 50% band and a control person, since October 2019.","parent":"Schuessler Family Partnership, LLLP"},{"label":"Schuessler 2019 Children'S Trust","detail":"Indirect owner: a owner of Schuessler Family Partnership, LLLP in the 25% to 50% band and a control person, since October 2019.","parent":"Schuessler Family Partnership, LLLP"},{"label":"Kenneth Fukayama","detail":"Indirect owner: trustee of Schuessler Family Partnership, LLLP and a control person, since January 2022.","parent":"Schuessler Family Partnership, LLLP"},{"label":"Lucy Schuessler","detail":"Indirect owner: a owner of Schuessler Family Partnership, LLLP in the 25% to 50% band and a control person, since October 2019.","parent":"Schuessler Family Partnership, LLLP"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"3333 S Bannock St, Ste 500","city":"Englewood","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"720-909-6608","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":4},"sources":{"adv1FilingDate":"7 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/333026/PDF/333026.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Lincoln Energy Holdings have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Lincoln Energy Holdings offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Lincoln Energy Holdings have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lincoln Energy Holdings?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lincoln Energy Holdings get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Lincoln Energy Holdings?","answer":"Lincoln Energy Holdings’ main office is at 3333 S Bannock St, Ste 500, Englewood, CO 80110. Its phone number is 720-909-6608.","source":"Form ADV Part 1A, Item 1.F, filed 7 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}