Shenandoah Energy Management, LLC: new SEC registration, $254M AUM, Highlands Ranch, CO
Shenandoah Energy Management, LLC (Highlands Ranch, Colorado): new SEC registration, $254M AUM, Highlands Ranch, CO. Its amount of 254 is above the median of 135 (74th percentile). Dated 92 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 254 · 74th percentile of 1,225 NewRiaPulse records · 1.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 30 related CO NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Shenandoah Energy Management, LLC |
| Legal name | Shenandoah Energy Management, LLC |
| CRD | 332901 |
| Status | Approved |
| Registered with the SEC | 2026-08-05 |
| Latest Form ADV filing | 2026-07-20 |
| Location | Highlands Ranch, CO, United States |
| Regulatory AUM | $253,879,375 |
| Accounts | 3 |
| Employees | 12 |
| Website | https://www.shenandoahenergy.com |
| amount percentile | 74th of 1,225 (median 135, 1.9x median) |
| Peer records CSV (31 CO records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-05
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (CO first): Freif Advisors LLC · Leh III Management LLC · Cresalta Investment Management, INC. · Exceptional Wealth & Family Office · Unless Management LP · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Shenandoah Energy Management, LLC and 31 Colorado peers
- Colorado NewRiaPulse records like this one: 31
- Shenandoah Energy Management, LLC's amount: 74th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Colorado peer: $6,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $254M under management.
- Website on file.
What is the NewRiaPulse record for Shenandoah Energy Management, LLC in Highlands Ranch, Colorado?
Shenandoah Energy Management, LLC received SEC registration as an investment adviser (2026-08-05) with $253,879,375 in regulatory assets under management, based in Highlands Ranch, CO.
How does Shenandoah Energy Management, LLC compare to other Colorado NewRiaPulse records?
Its amount of 254 sits in the upper half (74th percentile) of 1,225 records; the median is 135. It is 92 days old; check the official source for later updates before acting.
Shenandoah Energy Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Shenandoah Energy Management, LLC | Highlands Ranch, CO | 254 | 74th | 2026-08-05 |
| New Paradigm Capital Management, LLC | Great Falls, VA | 167 | 61st | 2026-10-16 |
| Bollin Wealth Management, LLC | Perrysburg, OH | 153 | 57th | 2026-10-20 |
| Von Haefen Financial Management | 128 | 46th | 2026-10-28 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.