Reservoir Operations, LP

Reservoir Operations, LP (CRD# 156800) is a financial advisory firm headquartered in New York, NY. They manage $6,670,074,192 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,670
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $277,919,758
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 H. Stern
CRD#: 2482544
767 Fifth Avenue, 16th Floor, New York, NY 10153
87
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.