Data / Investment advisers / Colorado / Leh III Management LLC
Leh III Management LLC, Englewood, CO: $336 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Leh III Management LLC is an SEC registered investment adviser with its main office in Englewood, Colorado and reports $336 million in regulatory assets under management in its Form ADV filed August 10, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 341093
- SEC file number
- 801-136976
- SEC status
- Approved, effective August 11, 2026
- Main office
- 3333 S Bannock St Ste 500, Englewood, CO 80110
- Phone
- (720) 909-6608
- Website
- lincolnenergypartners.net
- Regulatory AUM
- $335,907,163 in the Form ADV filed August 10, 2026
- Discretionary AUM
- $335,907,163
- Accounts
- 4
- Employees
- 14, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees, other fees
- Private funds
- 4: 4 other private funds
- Gross assets of private funds
- $335,907,163
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $335.9 million |
Other advisers in Englewood
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wealth Watch Advisors, Inc | Englewood | $612.4 million | Not listed | adviserinfo.sec.gov |
| Wakefield Wealth Management, LLLP | Englewood | $512.9 million | Not listed | adviserinfo.sec.gov |
| Wakefield Asset Management, LLLP | Englewood | $454 million | Not listed | adviserinfo.sec.gov |
| Boulder Asset Management | Englewood | $426.1 million | Not listed | adviserinfo.sec.gov |
| Cherry Creek Investment Advisors Inc | Englewood | $351.9 million | Not listed | adviserinfo.sec.gov |
| Parsonex Advisory Services, Inc. | Englewood | $271.3 million | 1 | adviserinfo.sec.gov |
| Stone Creek Group, LLC | Englewood | $250.6 million | 4 | adviserinfo.sec.gov |
| Essential Investment Partners, LLC | Englewood | $223 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Englewood, CO
- Investment advisers in Colorado
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Leh III Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.