First Reserve Momentum LLP is a large advisory firm based in Houston. It manages $200.99 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014.
First Reserve Momentum provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of First Reserve Momentum LLP is $200.99 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay First Reserve Momentum LLP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where First Reserve Momentum LLP performs its advisory services is located at 600 Travis Street, Houston, TX 77002, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 832-667-7402. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at frmomentum.com.