Reservoir Operations, L.P.
Firm details
- Headquarters
- New York, New York
- CRD number
- 156800
- Registered since
- March 14, 2012
- Website
- www.reservoircap.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Craig Huff
Co-ceoCRD 5075877
Daniel Stern
Chief Executive OfficerCRD 2482544
Alice Yu
Chief Compliance Officer / Chief Financial OfficerCRD 8057310
Contacts
2 of 2Gregg Zeitlin
Senior Managing DirectorCRD 1978218
Adam Reback
CRD 2239303
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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