Shenandoah Energy Management, LLC

RIASEC RegisteredEst. 2026
Total AUM
$254M
Discretionary
$254M
100% of AUM
Avg account
$84.6M
Accounts
3
Employees
12
Advisory reps
3

Firm details

Headquarters
Highlands Ranch, Colorado
CRD number
332901
Registered since
August 5, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Shenandoah Energy Management, LLC is an LLC that operates as a private equity fund manager focused on serving institutional clients. The firm is individually owned and is SEC-registered in 2026. Its advisory activity centers on portfolio management for pooled investment vehicles, and it also serves as sponsor, general partner, and managing member of those pooled vehicles. Compensation combines a percentage-of-AUM formula with performance-based fees. The firm reports that it is not an active ESG investor and is not registered as a multi-state adviser or pension consultant.

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

Contacts

3 of 3
  • David Hettich

    ManagerCRD 7236700

  • Edgar Mellor

    Edgar Mellor

    Co-FounderCRD 7153860

  • Robert Shubin

    ManagerCRD 7153854

Wealth teams

FINTRX

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

Intelligence for Private Wealth