Shenandoah Energy Management provides portfolio management for pooled vehicles. The firm advises 3 private funds.
Shenandoah Energy Management reports 3 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($254M across 3 accounts) are managed with discretion. It advised 3 clients without assets under management last fiscal year.
| 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 | 3 | $254M | 100.0% | $84.6M |
| Total | 3 | $254M | 100% | $84.6M |
- Clients
- 3
- Regulatory AUM
- $254M
- AUM share
- 100.0%
- Avg. per client
- $84.6M
Total
- Clients
- 3
- Regulatory AUM
- $254M
- AUM share
- 100%
- Avg. per client
- $84.6M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 3
Shenandoah Energy Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
It has 12 employees, 3 of them in advisory roles.
Leadership
Staff
- 12 employees
- 3 in advisory functions
- 1 soliciting firm
Besides its headquarters, Shenandoah Energy Management has 0 offices, with 1 listed address in Colorado.
Colorado · 1 listed address
- 1805 Shea Center DR., Suite 210, Highlands RanchHQ
Contact and registration details
- Legal name
- Shenandoah Energy Management, LLC
- Headquarters
- 1805 Shea Center DR., Suite 210, Highlands Ranch, CO 80129
- Website
- shenandoahenergy.com
- Phone
- 304-907-1555
- SEC file
- 801-136901
- Structure
- Colorado LLC
- Fiscal year end
- December
Shenandoah Energy Management has custody of $254M in client assets for 3 clients.
How many clients does Shenandoah Energy Management have?
Shenandoah Energy Management has 3 clients and manages $254 million for them, as of July 2026. They include 3 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 July 2026
What services does Shenandoah Energy Management offer?
Shenandoah Energy Management 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 Shenandoah Energy Management have?
Shenandoah Energy Management has 0 investment adviser representatives registered with state securities authorities, out of 12 employees, and 3 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
How does Shenandoah Energy Management get paid?
Shenandoah Energy Management is paid through a percentage of assets under management and performance-based fees. 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 Shenandoah Energy Management?
Shenandoah Energy Management’s main office is at 1805 Shea Center DR., Suite 210, Highlands Ranch, CO 80129. Its phone number is 304-907-1555. Its website is shenandoahenergy.com.