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 organized as a limited partnership operating as a hedge fund manager that serves institutional investors. The firm is SEC-registered (since 2012) and operates under a fee model that combines a percentage of assets under management with performance-based fees. Reservoir manages pooled investment vehicles directly and also engages in selection and oversight of external advisers, while acting as sponsor/GP and managing member for pooled vehicles. It is not structured as a capital allocator and does not position itself as an active ESG investor. Regulatory and industry roles tied to the firm include broker-dealer activity and functioning as an investment adviser in addition to sponsoring limited partnerships.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

    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