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Lincoln Energy Holdings LLC

● SEC registered since 2024CRD 333026SEC# 801-131171Englewood, CO
Export (members)
Reg. AUM
$315.3M
Employees
12
Accounts
4
Location
Englewood, CO

Lincoln Energy Holdings LLC assets under management

Lincoln Energy Holdings LLC operates as an SEC-registered investment adviser based in Englewood, CO. The firm has been registered since 2024. It reports $315.3 million in regulatory assets under management and employs 12 people.

Lincoln Energy Holdings LLC owners & executives

18 reported
NameTitleOwnershipSince
Benjamin Harold Schuessler ControlManaging PartnerUnder 5%2018
Cmcb, LLC ControlMember25-50%2018
Connor Kirk Finley ControlChief Compliance OfficerUnder 5%2022
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Frequently asked questions

How much does Lincoln Energy Holdings LLC manage?

Lincoln Energy Holdings LLC reports $315.3 million in regulatory assets under management on its Form ADV.

How many employees does Lincoln Energy Holdings LLC have?

Lincoln Energy Holdings LLC reports 12 employees.

Where is Lincoln Energy Holdings LLC located?

Lincoln Energy Holdings LLC is based in Englewood, CO and has been SEC-registered since 2024.

Does Lincoln Energy Holdings LLC disclose fund performance?

Lincoln Energy Holdings LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3333 S Bannock St, Ste 500, Englewood, CO 80110
Phone720-909-6608
FaxNA
Office hours8-5
SEC regionDenver Regional Office (DRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$315.3M▲ 190%
Mar '25 — $108.7MApr '25 — $108.7MMay '25 — $108.7MJun '25 — $108.7MJul '25 — $108.7MAug '25 — $108.7MSep '25 — $108.7MOct '25 — $108.7MNov '25 — $108.7MDec '25 — $108.7MJan '26 — $108.7MFeb '26 — $108.7MMar '26 — $315.3MApr '26 — $315.3MMay '26 — $315.3MJun '26 — $315.3M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers

Assets under management

$315.3Mregulatory AUM
Discretionary $315.3M