LINCOLN ENERGY HOLDINGS LLC
Firm details
- Headquarters
- ENGLEWOOD, Colorado
- CRD number
- 333026
- Registered since
- September 23, 2024
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Lincoln Energy Holdings LLC is a privately organized limited liability company that operates as a private equity fund and provides portfolio management for pooled investment vehicles. The firm is SEC-registered as of 2024 and serves an institutional client base. Its advisory and sponsor roles include acting as an adviser, general partner, and managing member of pooled vehicles rather than functioning as a broad capital allocator to third-party managers. Fee arrangements are mixed: the firm employs percentage-of-AUM fees alongside fixed fees and performance-based fee components. Lincoln Energy Holdings is not identified as an active ESG investor and does not present itself as a multi-state or pension-consulting adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1CONNOR FINLEY
Chief Compliance OfficerCRD 7861389
Contacts
3 of 5JACOB COHELEY
Managing PartnerCRD 7853612
BENJAMIN SCHUESSLER
Managing PartnerCRD 5078315
JORDAN REVIELLE
Managing PartnerCRD 7853611
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ENGLEWOOD, CO
ARAPAHOE
Location
ENGLEWOOD, CO
Headquartered in ENGLEWOOD, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- ARAPAHOE
- Address
- 3333 S Bannock St
- Time zone
- MT (UTC-7)
- Office locations
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