First Reserve

RIASEC RegisteredEst. 2012
Total AUM
$6.3B
Discretionary
$6.3B
100% of AUM
Avg account
$252M
Accounts
25
Employees
38
Advisory reps
9

Firm details

Headquarters
Stamford, Connecticut
CRD number
157056
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

First Reserve operates as a limited partnership that functions primarily as a private equity fund manager serving institutional investors. The firm is structured to manage pooled investment vehicles and acts in sponsor and GP roles for its funds. It is registered with the SEC (registration year noted as 2012) and reports owner types that include foreign entities and individuals. Fee arrangements combine asset-based charges with performance-linked fees and other fee lines. First Reserve does not identify as an active ESG investor and its profile does not indicate multi-state advisory registration or a role as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

1 of 1
  • Patrick Carroll

    Patrick Carroll

    Chief Financial OfficerCRD 7353928

Contacts

3 of 8
  • John Honeybourne

    Limited PartnerCRD 5910465

  • Charles Weiner

    Limited PartnerCRD 4222239

  • Jeffrey Quake

    Jeffrey Quake

    Managing PartnerCRD 7371651

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, 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
Fairfield
Address
262 Harbor Dr
Time zone
ET (UTC-5)
Office locations

Similar firms