SourcingSourcing

FIRST RESERVE MANAGEMENT, L.P.

C35
CRD 157056·SEC 801-73789·STAMFORD, CT
AUM
$6.31B
$1B+
Est. Revenue
$63.1M
@ 1% on AUM
Est. EBITDA
$18.9M
@ 30% margin
Est. Deal Value
$151.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FIRST RESERVE MANAGEMENT, L.P.
CRD
157056
SEC file #
801-73789
EIN
000000000
DBA names
First Reserve

Economics

AUM
$6.31B
AUM band
$1B+
AUM trajectory
'20'26
$9.08B → $6.31B▼ -30%
Client mix
Pooled Investment Vehicles25

Operations

Employees (total)
38
Advisory staff (per ADV)
21
Advisory staff (5-yr trend)
'20'26
40 advisors → 21 advisors▼ -47%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/first-reserve-corporation(social)

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KRUEGER, ALEX, T
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
10
Control Persons
KRUEGER, ALEX, T
QUAKE, JEFFREY, KURT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:firstreserve.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001589338
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2013-10-16
Edgar Last Filing Date
2017-02-22
Edgar Form D Count
1
Edgar Form D Offerings
2013-10-162013-10-16 · 0001589338-13-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Northern Trust2
Edgar Addresses
Mailing
ONE LAFAYETTE PLACEGREENWICH, CT 06830
Business
ONE LAFAYETTE PLACEGREENWICH, CT 06830
Edgar EIN
000000000
Edgar Recent Filings
SC 13D/A2017-02-22 · 0001193125-17-052085
SC 13D2016-12-09 · 0001193125-16-788786
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2964579
Trust Company Affiliate
No

People (9)

9
KRUEGER, ALEX, T
Direct Owner · 62.5%
2964579
QUAKE, JEFFREY, KURT
Direct Owner · 17.5%
7371651
REAVES, GARY, DUANE
Direct Owner · 17.5%
4790457
WIZEL, NEIL, ALAN
Direct Owner · 17.5%
7371108
WEINER, CHARLES, JOSHUA
Direct Owner · 7.5%
4222239
CARROLL, PATRICK,
Executive Officer · 2.5%
7353928
RADCLIFFE, ERICA, HOGAN
Executive Officer · 2.5%
7480781
HILL, JOHN, ARTHUR
Executive Officer · 2.5%
840225
HONEYBOURNE, JOHN,
Executive Officer · 2.5%
5910465