# Shenandoah Energy Management, LLC

> Shenandoah Energy Management, LLC is an SEC-registered investment advisory firm in Highlands Ranch, CO, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 20, 2026.

- CRD: 332901
- Filed as: SHENANDOAH ENERGY MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Highlands Ranch, CO
- Filing period: October 2026
- Form ADV filing dated: July 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332901
- AdvisorCensus page: https://advisorcensus.com/firm/shenandoah-energy-management-llc-highlands-ranch-co-332901

## Quick answers

**How is Shenandoah Energy Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Shenandoah Energy Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Shenandoah Energy Management, LLC located?**
Shenandoah Energy Management, LLC's principal office is in Highlands Ranch, CO, according to its Form ADV.

**Is Shenandoah Energy Management, LLC registered with the SEC or a state?**
Shenandoah Energy Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 332901.

**How much does Shenandoah Energy Management, LLC manage?**
Shenandoah Energy Management, LLC reports $253,879,375 in regulatory assets under management in its Form ADV filing dated July 20, 2026 (100% discretionary).

**What types of clients does Shenandoah Energy Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Shenandoah Energy Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332901

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $253,879,375
- Discretionary: $253,879,375
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $253,879,375 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 12 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- shenandoahenergy.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | Not reported | Not reported | August 22, 2025 |
| October 2026 | $253,879,375 | 12 | July 20, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shenandoah Energy Management, LLC (CRD 332901): Form ADV filing data as of October 2026.