Firm profile

Lincoln Energy Holdings LLC

ENGLEWOOD, COCRD 333026Registration Status: ApprovedEffective since September 23, 2024SEC # 801-131171Latest ADV May 7, 2026

Lincoln Energy Holdings LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Englewood, CO. Its latest Form ADV filing, dated May 7, 2026, reports $315M in regulatory assets under management, 12 employees, 1 office, and 4 accounts.

Assets Under Management
$315M
Employees
12
Offices
1 office
Total Clients
<5

Associated firm names

3 names listed
  • DEL RIO ROYALTY COMPANY
  • LINCOLN ENERGY PARTNERS
  • LINCOLN ENERGY HOLDINGS LLC

Leadership

1 roles identified
CCOConnor K. Finley

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

4 types reported
Asset based fees
Fixed fees
Other fee arrangements

Offices & Contact

Primary office

ENGLEWOOD, Colorado, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Colorado

ENGLEWOODPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$315Mas of May 7, 2026
Discretionary100.0%
$315M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
4

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$315M
Total Accounts4
10Y AUM Change+$188M (+148.5%)

Private Funds

Private funds reported by Lincoln Energy Holdings LLC

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees12
Clients per Employee0:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
CMCB, LLCDirect owner · Schedule AInterest in LINCOLN ENERGY HOLDINGS LLC
25% to < 50%
LONGS PEAK ENERGY LLCDirect owner · Schedule AInterest in LINCOLN ENERGY HOLDINGS LLC
25% to < 50%
PLATTE RIVER ENERGY, LLCDirect owner · Schedule AInterest in LINCOLN ENERGY HOLDINGS LLC
25% to < 50%
SCHUESSLER FAMILY PARTNERSHIP, LLLPDirect owner · Schedule AInterest in LINCOLN ENERGY HOLDINGS LLC
25% to < 50%
CRAIG EUGENE BREDEDirect owner · Schedule AInterest in LINCOLN ENERGY HOLDINGS LLC
< 5%
JACOB JOHN COHELEYDirect owner · Schedule AInterest in LINCOLN ENERGY HOLDINGS LLC
< 5%
JORDAN KRISTOFER REVIELLEDirect owner · Schedule AInterest in LINCOLN ENERGY HOLDINGS LLC
< 5%
BENJAMIN HAROLD SCHUESSLERDirect owner · Schedule AInterest in LINCOLN ENERGY HOLDINGS LLC
< 5%
CRAIG EUGENE BREDEIndirect owner · Schedule BInterest in CMCB, LLC
75%+
JACOB JOHN COHELEYIndirect owner · Schedule BInterest in PLATTE RIVER ENERGY, LLC
75%+
JORDAN KRISTOFER REVIELLEIndirect owner · Schedule BInterest in LONGS PEAK ENERGY LLC
50% to < 75%
SIGNE RENEE REVIELLEIndirect owner · Schedule BInterest in LONGS PEAK ENERGY LLC
50% to < 75%
BENJAMIN HAROLD SCHUESSLERIndirect owner · Schedule BInterest in SCHUESSLER FAMILY PARTNERSHIP, LLLP
25% to < 50%
SCHUESSLER 2019 CHILDREN'S TRUSTIndirect owner · Schedule BInterest in SCHUESSLER FAMILY PARTNERSHIP, LLLP
25% to < 50%
LUCY MAEGAN SCHUESSLERIndirect owner · Schedule BInterest in SCHUESSLER FAMILY PARTNERSHIP, LLLP
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Lincoln Energy Holdings LLC.

Reported ownership and control details

Form ADV · Filing date 2026-05-07 · Schedules A and B

18 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1CRAIG EUGENE BREDEMANAGING PARTNERIndividualLINCOLN ENERGY HOLDINGS LLCLess than 5%Code NAYesMANAGING PARTNER04/2018Schedule APDF page 40
2CMCB, LLCMEMBERDomestic entityLINCOLN ENERGY HOLDINGS LLC25% to less than 50%Code CYesMEMBER04/2018Schedule APDF page 40
3JACOB JOHN COHELEYMANAGING PARTNERIndividualLINCOLN ENERGY HOLDINGS LLCLess than 5%Code NAYesMANAGING PARTNER04/2018Schedule APDF page 40
4CONNOR KIRK FINLEYCHIEF COMPLIANCE OFFICERIndividualLINCOLN ENERGY HOLDINGS LLCLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER04/2022Schedule APDF page 40
5LONGS PEAK ENERGY LLCMEMBERDomestic entityLINCOLN ENERGY HOLDINGS LLC25% to less than 50%Code CYesMEMBER04/2018Schedule APDF page 40
6SEAN STEWART MCCLARENPRINCIPALIndividualLINCOLN ENERGY HOLDINGS LLCLess than 5%Code NAYesPRINCIPAL01/2019Schedule APDF page 40
7PLATTE RIVER ENERGY, LLCMEMBERDomestic entityLINCOLN ENERGY HOLDINGS LLC25% to less than 50%Code CYesMEMBER04/2018Schedule APDF page 40
8JORDAN KRISTOFER REVIELLEMANAGING PARTNERIndividualLINCOLN ENERGY HOLDINGS LLCLess than 5%Code NAYesMANAGING PARTNER04/2018Schedule APDF page 40
9BENJAMIN HAROLD SCHUESSLERMANAGING PARTNERIndividualLINCOLN ENERGY HOLDINGS LLCLess than 5%Code NAYesMANAGING PARTNER04/2018Schedule APDF page 40
10SCHUESSLER FAMILY PARTNERSHIP, LLLPMEMBERDomestic entityLINCOLN ENERGY HOLDINGS LLC25% to less than 50%Code CYesMEMBER10/2019Schedule APDF page 40
11CRAIG EUGENE BREDEOWNERIndividualCMCB, LLC75% or moreCode EYesOWNER03/2018Schedule BPDF page 41
12JACOB JOHN COHELEYOWNERIndividualPLATTE RIVER ENERGY, LLC75% or moreCode EYesOWNER02/2014Schedule BPDF page 41
13JORDAN KRISTOFER REVIELLEOWNERIndividualLONGS PEAK ENERGY LLC50% to less than 75%Code DYesOWNER03/2014Schedule BPDF page 41
14SIGNE RENEE REVIELLEOWNERIndividualLONGS PEAK ENERGY LLC50% to less than 75%Code DYesOWNER01/2022Schedule BPDF page 41
15BENJAMIN HAROLD SCHUESSLEROWNERIndividualSCHUESSLER FAMILY PARTNERSHIP, LLLP25% to less than 50%Code CYesOWNER10/2019Schedule BPDF page 41
16SCHUESSLER 2019 CHILDREN'S TRUSTOWNERDomestic entitySCHUESSLER FAMILY PARTNERSHIP, LLLP25% to less than 50%Code CYesOWNER10/2019Schedule BPDF page 41
17KENNETH STEVEN FUKAYAMATRUSTEEIndividualSCHUESSLER FAMILY PARTNERSHIP, LLLPPercentage not specifiedCode FYesTRUSTEE01/2022Schedule BPDF page 41
18LUCY MAEGAN SCHUESSLEROWNERIndividualSCHUESSLER FAMILY PARTNERSHIP, LLLP25% to less than 50%Code CYesOWNER10/2019Schedule BPDF page 41

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 5/7/2026 6:43:00 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.