LINCOLN ENERGY HOLDINGS LLC

RIASEC RegisteredEst. 2024
Total AUM
$315M
Discretionary
$315M
100% of AUM
Avg account
$78.8M
Accounts
4
Employees
12
Advisory reps
6

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • CONNOR FINLEY

    Chief Compliance OfficerCRD 7861389

Contacts

3 of 5
  • JACOB COHELEY

    Managing PartnerCRD 7853612

  • BENJAMIN SCHUESSLER

    Managing PartnerCRD 5078315

  • JORDAN REVIELLE

    Managing PartnerCRD 7853611

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth