DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
L•• I• M••••••••• L••
Latest filing May 6, 2026
First filing on the tape Feb 1, 2024 · 6 filings
SEC status approved since Mar 1, 2024
RAUM
$93.1M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
12
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$93.1M as of May 6, 2026
Mar 28, 2025$223M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 6, 2026
Mar 28, 20250 then
Employees (5.A)12 as of May 6, 2026
Mar 28, 202513 then
Private funds1 as of May 6, 2026
Mar 28, 20254 then
RAUM -58% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of May 6, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $93.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -58%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $93.1M, 1 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$93.1M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $93.1M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| D•• R•• R•••••• C•••••• I•• L•• | Other Private Fund | $112M | 70 | Feb 1, 2024 |
| D•• R•• R•••••• C•••••• I••• L•• | Other Private Fund | $72.3M | 105 | Feb 1, 2024 |
| L•••••• E••••• P••••••• V•• L•• | Other Private Fund | $18.3M | 30 | Feb 1, 2024 |
Owners and control persons
Schedule A and B, latest filing
- B••••• C••••• E••••• · Managing Partnercontrolsince 04/2023 · owns less than 5%
- C••••••• J••••• J••• · Managing Partnercontrolsince 04/2023 · owns less than 5%
- F•••••• C•••••• K••• · Chief Compliance Officer / Assistant Controllercontrolsince 04/2023 · owns less than 5%
- M•••••••• S•••• S•••••• · Managing Partnercontrolsince 04/2023 · owns less than 5%
- R•••••••• J•••••• K•••••••• · Managing Partnercontrolsince 04/2023 · owns less than 5%
- S••••••••• B•••••••• H••••• · Managing Partnercontrolsince 04/2023 · owns less than 5%
- B••••• C••••• E••••• · Ownercontrolsince 03/2018 · owns 75% or more of C•••• L••
- C••••••• J••••• J••• · Ownercontrolsince 02/2022 · owns 75% or more of F•• C•••• E•••••• L••
- M•••••••• S•••• S•••••• · Ownercontrolsince 03/2018 · owns 75% or more of F••••• N•••••• R•••••••• L••
- R•••••••• J•••••• K•••••••• · Ownercontrolsince 03/2014 · owns 50% to 75% of L•••• P••• E••••• L••
- R•••••••• S••••• R•••• · Ownercontrolsince 01/2022 · owns 50% to 75% of L•••• P••• E••••• L••
- S••••••••• B•••••••• H••••• · Ownercontrolsince 03/2019 · owns 75% or more of S•• C•••• R•••• L••
Entity owners
- C•••• L•• · Memberdirect · owns 10% to 25%
- F•• C•••• E•••••• L•• · Memberdirect · owns 10% to 25%
- F••••• N•••••• R•••••••• L•• · Memberdirect · owns 10% to 25%
- L•••• P••• E••••• L•• · Memberdirect · owns 10% to 25%
- S•• C•••• R•••• L•• · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 4 to 1May 27, 2025 to Mar 31, 2026
- Advisory employees · 8 to 7May 27, 2025 to Mar 31, 2026
- Pooled vehicle clients · 4 to 1May 27, 2025 to Mar 31, 2026
- Assets in custody · $223M to $93.1MMay 27, 2025 to Mar 31, 2026
- Employees · 13 to 12May 27, 2025 to Mar 31, 2026
- Private funds · 4 to 1May 27, 2025 to Mar 31, 2026
- Discretionary RAUM · $223M to $93.1MMay 27, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $223M to $93.1MMay 27, 2025 to Mar 31, 2026
- RAUM · $223M to $93.1MMay 27, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 28, 2025 to May 27, 2025
- Discretionary RAUM · $223M to $223MMar 28, 2025 to May 27, 2025
- Pooled vehicle RAUM · $223M to $223MMar 28, 2025 to May 27, 2025
- RAUM · $223M to $223MMar 28, 2025 to May 27, 2025
- Accounts · 8 to 4Feb 14, 2024 to Mar 28, 2025
- Advisory employees · 7 to 8Feb 14, 2024 to Mar 28, 2025
- Pooled vehicle clients · 8 to 4Feb 14, 2024 to Mar 28, 2025
- Assets in custody · $202M to $223MFeb 14, 2024 to Mar 28, 2025
- Employees · 10 to 13Feb 14, 2024 to Mar 28, 2025
- Private funds · 8 to 4Feb 14, 2024 to Mar 28, 2025
- Discretionary RAUM · $380M to $223MFeb 14, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $380M to $223MFeb 14, 2024 to Mar 28, 2025
- RAUM · $380M to $223MFeb 14, 2024 to Mar 28, 2025
- Related adviser · false to trueFeb 14, 2024 to Mar 28, 2025
Signals
3 dated events
- L•• I• M••••••••• L•• reported RAUM $93.1M, down 58% from $222.6M (2025-05-27 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- L•• I• M••••••••• L•• reported RAUM $222.5M, down 42% from $380.4M (2024-02-14 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- L•• I• M••••••••• L•• filed its initial SEC registration (Form ADV)Feb 1, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- L•• I• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/lincoln-energy-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- l•••••••••.netreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 720-909-6608reportedpublic record, Form ADV, May 6, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026