Foundation Energy Management

RIASEC RegisteredEst. 2012
Total AUM
$270M
Discretionary
$270M
100% of AUM
Avg account
$45.1M
Accounts
6
Employees
110
Advisory reps
3

Firm details

Headquarters
Addison, Texas
CRD number
161141
Registered since
March 16, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jeffrey Stark

    Jeffrey Stark

    Chief Compliance Officer and Corporate CounselCRD 6026993

  • Eddie Rhea

    Eddie Rhea

    CEO and ChairmanCRD 6024886

Contacts

1 of 1
  • Lance Bentley

    PresidentCRD 8239119

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth