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
5

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 and operates as a hedge fund manager that primarily serves institutional clients. The firm is registered with the SEC (registration year 2012) and functions as portfolio manager for pooled investment vehicles while also selecting other advisers. It sponsors and serves as a general partner/managing member of pooled vehicles and has industry affiliations that include broker-dealer and other investment-adviser roles. Fee arrangements combine a percentage-of-assets component with performance-based fees. The firm does not identify as an active ESG investor and its client base and organizational ownership are domestic (a mix of an entity and an individual).

Assets & Accounts

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

3 of 3
  • Daniel Stern

    Chief Executive OfficerCRD 2482544

  • Craig Huff

    Craig Huff

    Co-ceoCRD 5075877

  • Cyrus Borzooyeh

    Cyrus Borzooyeh

    Chief Compliance Officer / Chief Financial OfficerCRD 5040946

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