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 a privately held limited liability company that operates as an SEC-registered investment adviser (registered in 2012). The firm serves primarily institutional clients and provides portfolio management for pooled investment vehicles. It functions as a sponsor, general partner and managing member of pooled vehicles, indicating an active role in structuring and operating private funds. Compensation includes a percentage-of-AUM fee schedule alongside performance-based fees. The firm is not classified as a capital allocator, does not flag itself as an active ESG investor, and is not identified as a multi-state or newly formed adviser.

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

    Chief Compliance Officer and Corporate CounselCRD 6026993

  • EDDIE RHEA

    CEO and ChairmanCRD 6024886

Contacts

1 of 1
  • Lance Bentley

    CRD 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth