Reservoir Operations, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$365M
Discretionary
$365M
100% of AUM
Avg account
$60.8M
Accounts
6
Employees
8
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
156800
Registered since
March 14, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Reservoir Operations, L.P. is structured as a limited partnership and operates as a hedge fund targeting institutional clients. The adviser has been SEC-registered since 2012 and is owned by a mix of a domestic entity and an individual. Its compensation model combines a percentage-of-assets fee with performance-based fees. Reservoir’s advisory work centers on portfolio management for pooled investment vehicles and the selection of other managers, and the firm also acts in sponsor and GP/managing-member roles for pooled vehicles. The firm is not positioned as an active ESG investor and does not present itself as a multi-state or newly formed adviser. Industry roles tied to Reservoir Operations include broker-dealer relationships and functioning as an investment adviser and sponsor for limited partnerships and other pooled structures, indicating the firm runs its own private funds while also sourcing or overseeing external managers when appropriate.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Craig Huff

    Craig Huff

    Co-ceoCRD 5075877

  • Daniel Stern

    Chief Executive OfficerCRD 2482544

  • Alice Yu

    Chief Compliance Officer / Chief Financial OfficerCRD 8057310

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Contacts

2 of 2
  • Gregg Zeitlin

    Senior Managing DirectorCRD 1978218

  • Adam Reback

    CRD 2239303

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
712 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth