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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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