Foundation Energy Management
Firm details
- Headquarters
- Addison, Texas
- CRD number
- 161141
- Registered since
- March 16, 2012
- Website
- foundationenergy.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Foundation Energy Management is an institutional registered investment adviser organized as a limited liability company and registered with the SEC in 2012. The firm’s client base is institutional and its advisory focus is portfolio management for pooled investment vehicles; it also serves as sponsor, general partner and managing member of those vehicles. Compensation is a mix of a percentage-of-assets-under-management and performance-based fees. Foundation Energy Management is not positioned as a multi-state adviser or pension consultant and does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Jeffrey Stark
Chief Compliance Officer and Corporate CounselCRD 6026993

Eddie Rhea
CEO and ChairmanCRD 6024886
Contacts
1 of 1Lance Bentley
PresidentCRD 8239119
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Addison, TX
Dallas
Location
Addison, TX
Headquartered in Addison, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 5057 Keller Springs Rd
- Time zone
- CT (UTC-6)
- Office locations
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