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 is structured as a limited partnership that operates as a private equity fund manager and portfolio manager for pooled investment vehicles. The firm is SEC-registered (since 2012) and reports ownership that includes both foreign-entity and individual stakeholders. Its client base is institutional, and it serves in sponsor/GP and managing-member roles for pooled vehicles rather than acting as a capital allocator. Fee arrangements include a percentage-of-AUM component, performance-based fees and other fee lines. First Reserve does not identify as an active ESG investor and is not presented as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

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

1 of 1
  • PATRICK CARROLL

    Chief Financial OfficerCRD 7353928

Contacts

3 of 8
  • JOHN HONEYBOURNE

    Limited PartnerCRD 5910465

  • CHARLES WEINER

    Limited PartnerCRD 4222239

  • JEFFREY QUAKE

    Managing PartnerCRD 7371651

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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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth