Daniel Stern is a registered investment advisor at Reservoir Operations, L.P., based in New York, NY, with 14 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 5 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Reservoir Operations manages private investment funds and receives compensation based on a percentage of assets under management and performance-based incentive allocations. Management fees are payable quarterly in advance at a rate ranging up to 1.5% per year, depending on the specific fund. Incentive allocations can reach up to 20% of the net increase in an investor's capital account.
Location
712 5th Ave, Ste 22C, New York, NY, 10019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Reservoir Operations, L.P.
State Registrations1 state
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