SourcingSourcing

LINCOLN ENERGY HOLDINGS LLC

C27
CRD 333026·SEC 801-131171·ENGLEWOOD, CO
AUM
$315.3M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$946K
@ 30% margin
Est. Deal Value
$7.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LINCOLN ENERGY HOLDINGS LLC
CRD
333026
SEC file #
801-131171
EIN
—
DBA names
—

Economics

AUM
$315.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$108.7M → $315.3M▲ +190%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
12
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
8 advisors → 7 advisors▼ -12%
Primary office
ENGLEWOOD CO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
delrioroyalty.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CMCB, LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
CMCB, LLC
LONGS PEAK ENERGY LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DELRIOROYALTY.COM
Rdap Domain Creation Date
2022-05-24T21:49:28Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1802
Soi Zip Pct 200k Plus
0.0357
Soi Zip Returns 200k Plus
440
Soi Zip Total AGI
807,033
Fdic Zip Total Deposits
19,557,107,000
Fdic Zip Branch Count
364
Fdic Zip Top Banks
Wells Fargo Bank, National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
First Interstate Bank of Englewood, National AssociationEnglewood, CO
Bank One, Denver, National AssociationEnglewood, CO
Fdic Zip HHI
1027.96
Fdic Zip Top Bank Share Pct
25.82
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-05-24T21:49:28Z
Rdap Domain Last Changed
2024-05-25T14:34:23Z
Rdap Nameservers
Ns73.domaincontrol.comNs74.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI38,615
Returns3,000
Stub 2
AGI127,437
Returns3,390
Stub 3
AGI149,549
Returns2,450
Soi Zip Total Business Income
33,765
Soi Zip Total Cap Gains
14,213
Soi Zip Total Dividends
6,978
Soi Zip Total Returns
12,320
Trust Company Affiliate
No

People (6)

6
CRAIG EUGENE BREDE
Executive Officer · 2.5%
4980759
COHELEY, JACOB, JOHN
Executive Officer · 2.5%
7853612
FINLEY, CONNOR, KIRK
Executive Officer · 2.5%
7861389
MCCLAREN, SEAN, STEWART
Executive Officer · 2.5%
7853613
REVIELLE, JORDAN, KRISTOFER
Executive Officer · 2.5%
7853611
SCHUESSLER, BENJAMIN, HAROLD
Executive Officer · 2.5%
5078315