FIRST RESERVE

262 Harbor Drive
3rd Floor
Stamford, Connecticut 06902
Tel: 203-661-6601

About FIRST RESERVE

FIRST RESERVE, formally registered with the SEC as FIRST RESERVE. The firm was established in 03/30/2012. They have over 3 offices throughout the country.

FIRST RESERVE is a Stamford, Connecticut based Financial Planning firm with nearly $6,129,700,425 assets under management, offering retirement planning & investment advisory services to 23 clients. The firm is staffed with 48 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157056
SEC#	801-73789
Assets Managed by Firm	$6,129,700,425
No. of Clients	23
No. of Advisors	48

Fee Structure

A percentage of AUM
Performance Based
Other (REIMBURSEMENT OF DIRECT EXPENSES TO FIRST RESERVE)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	23	$6,129,700,425

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