{"url":"https://nivawealth.com/firms/shenandoah-energy-management-332901","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/332901","regulatoryAum":253879375,"crd":"332901","secFileNumber":"801-136901","legalName":"Shenandoah Energy Management, LLC","displayName":"Shenandoah Energy Management","slug":"shenandoah-energy-management-332901","website":"https://shenandoahenergy.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Colorado limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1805 Shea Center DR., Suite 210","city":"Highlands Ranch","state":"CO","stateName":"Colorado","country":"United States","postalCode":"80129"},"tradeNames":[],"registration":{"secApproved":"5 August 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":12,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"regulatory":253879375,"discretionary":253879375,"discretionaryAccounts":3,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":3},"clientTypes":[{"label":"Pooled investment vehicles","clients":3,"regulatoryAum":253879375}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Shenandoah Energy Management has custody of $254M in client assets for 3 clients.","otherCustodians":[],"leadership":[],"ownership":[],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"1805 Shea Center DR., Suite 210","city":"Highlands Ranch","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"304-907-1555","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":3},"sources":{"adv1FilingDate":"20 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/332901/PDF/332901.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 Shenandoah Energy Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Shenandoah Energy Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Shenandoah Energy Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How does Shenandoah Energy Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Shenandoah Energy Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 20 July 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."}