Reservoir Operations, LP

Reservoir Operations, LP (CRD# 156800) is a financial advisory firm headquartered in New York, NY. They manage $538,186,498 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
590 Madison Ave, Fl 21-07, New York, NY 10022
https://linkedin.com/company/reservoir-capital-group
By the Numbers
  • Total Assets Under Management
    538
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $107,637,300
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Reservoir Operations, LP
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Stern, financial advisor New York NY
Daniel H. Stern
CRD#: 2482544
590 Madison Ave, Fl 21-07, New York, NY 10022

Daniel Stern (CRD# 2482544) is an Investment Advisor Representative working at Reservoir Operations, LP in New York, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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