FOUNDATION ENERGY MANAGEMENT
Firm details
- Headquarters
- Addison, Texas
- CRD number
- 161141
- Registered since
- March 16, 2012
- Website
- foundationenergy.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2JEFFREY STARK
Chief Compliance Officer and Corporate CounselCRD 6026993
EDDIE RHEA
CEO and ChairmanCRD 6024886
Contacts
1 of 1Lance Bentley
CRD 8239119
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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