Lincoln Energy Holdings Llc
- Regulatory AUM
- $315M
- Discretionary
- $315M
- Clients
- 4
- Avg AUM / client
- $78.8M
- Accounts
- 4
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $315M | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $127M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lincoln Energy Partners Iii, Llc | Other Private Fund | Colorado | $37.8M | 50 |
| Del Rio Holdings, Llc | Other Private Fund | Colorado | $24.4M | 40 |
| Lincoln Energy Partners V, Llc | Other Private Fund | Colorado | $22.3M | 55 |
| Lincoln Energy Partners Iv, Llc | Other Private Fund | Colorado | $21.4M | 80 |
| Leh Comanche, Llc | Other Private Fund | Colorado | $20.9M | 25 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Coheley, Jacob, John | Managing Partner | Feb 2014 (13y) | ≈ 18.75% – 50% via Platte River Energy, Llc | |
| Revielle, Jordan, Kristofer | Managing Partner | Mar 2014 (12y) | ≈ 12.5% – 37.5% via Longs Peak Energy Llc | |
| Brede, Craig, Eugene | Managing Partner | Mar 2018 (8y) | ≈ 18.75% – 50% via Cmcb, Llc | |
| Schuessler, Benjamin, Harold | Owner | Apr 2018 (8y) | ≈ 18.75% – 50% via Sky Creek Ranch Llc | |
| Mcclaren, Sean, Stewart | Principal | Jan 2019 (8y) | Less than 5% | |
| Revielle, Signe, Renee | Owner | Jan 2022 (5y) | ≈ 12.5% – 37.5% via Longs Peak Energy Llc | |
| Finley, Connor, Kirk | Chief Compliance Officer/Assistant Controller | Apr 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cmcb, Llc | Member | Apr 2018 | A | 25% – 50% |
| Longs Peak Energy Llc | Member | Apr 2018 | A | 25% – 50% |
| Platte River Energy, Llc | Member | Apr 2018 | A | 25% – 50% |
| Sky Creek Ranch Llc | Member | Jan 2024 | A | 25% – 50% |
Estimated effective ownership (look-through of filed bands):
- Coheley, Jacob, John: 75% – 100% of Platte River Energy, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Revielle, Jordan, Kristofer: 50% – 75% of Longs Peak Energy Llc × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Brede, Craig, Eugene: 75% – 100% of Cmcb, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Schuessler, Benjamin, Harold: 75% – 100% of Sky Creek Ranch Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Revielle, Signe, Renee: 50% – 75% of Longs Peak Energy Llc × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $127M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Lincoln Energy Partners Iii, Llc | Other Private Fund | $37.8M | $0 | 50 |
| Del Rio Holdings, Llc | Other Private Fund | $24.4M | $0 | 40 |
| Lincoln Energy Partners V, Llc | Other Private Fund | $22.3M | $0 | 55 |
| Lincoln Energy Partners Iv, Llc | Other Private Fund | $21.4M | $0 | 80 |
| Leh Comanche, Llc | Other Private Fund | $20.9M | $0 | 25 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/07/2026 | 2.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • PERCENTAGE OF CAPITAL COMMITMENTS
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: May 07, 2026.
View current Form ADV (SEC/IAPD) ↗