AUMdb

Shenandoah Energy Management, Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 332901 · SEC file 801-136901 · Highlands Ranch, CO · www.shenandoahenergy.com
☆ Save with Pro ADV data as of Jul 20, 2026
Regulatory AUM
$254M
Discretionary
$254M
Clients
3
Avg AUM / client
$84.6M
Accounts
3
Employees
12

AUM over time

$254M $254M
Jun 29, 2026 Jul 20, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jul 20, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 3 $254M 100.0%

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.

View current Form ADV (SEC/IAPD) ↗