SHENANDOAH ENERGY MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HIGHLANDS RANCH, Colorado
CRD number
332901
Registered since
December 23, 2024

Firm profile

FINTRX

Overview

Shenandoah Energy Management, LLC is an SEC-registered investment adviser organized as an LLC and established in 2024. The firm operates principally as sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional retail advisory practice. It is classified as an owner-operated, unclassified adviser and is not positioned as a multi-state or ESG-focused manager. Activity is concentrated in private fund management: the firm structures and runs closed-end vehicles where it serves as the GP/sponsor. That placement implies a hands-on role in deal sourcing, capital formation and ongoing portfolio oversight. Public-facing advisory client activity is effectively absent; the firm’s business model centers on raising and managing private capital through pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

3 of 3
  • DAVID HETTICH

    ManagerCRD 7236700

  • Edgar Mellor

    Co-FounderCRD 7153860

  • Robert Shubin

    ManagerCRD 7153854

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

HIGHLANDS RANCH, CO

DOUGLAS

Location

HIGHLANDS RANCH, CO

Headquartered in HIGHLANDS RANCH, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DOUGLAS
Address
1805 Shea Center Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

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