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First Reserve Momentum (Us) LLC (Houston)


First Reserve Momentum (Us) LLC 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 2015.

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First Reserve Momentum (Us) 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.

First Reserve Momentum (Us): assets under management

The assets under management (AUM) of First Reserve Momentum (Us) LLC is $200.99 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $200.99 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $200.99 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay First Reserve Momentum (Us) LLC 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.

Indirect Owners

The SEC currently registers 12 indirect owners.

Name Entity Date acquired Ownership Employer ID
First Reserve Gp Xii Limited General partner 1 Apr 2008 Other 98-0579151
L.P. First Reserve Gp Xii General partner 1 Aug 2008 Other 98-0579152
Hark Ptc Limited Trustee 1 Feb 2012 Other foreign
Hark Foundation Shareholder 1 Feb 2012 75% - 100% foreign
First Reserve Momentum L.P. Shareholder 1 Feb 2013 75% - 100% foreign
First Reserve Momentum Gp Ltd. General partner 1 Feb 2013 Other foreign
Energy Growth Investors (Guernsey) Lp Limited partner 1 Feb 2013 25% - 50% foreign
Fr Energy Growth Capital Investor L.P. Limited partner 1 Feb 2013 75% - 100% foreign
Fr Energy Growth Capital Investor Gp Ltd. General partner 1 Feb 2013 Other foreign
L.P. Fr Xii Bravo Aiv Limited partner 1 Feb 2013 75% - 100% foreign
Energy Growth Investors (Guernsey) Gp Ltd. General partner 1 Feb 2013 Other foreign
Lamia Trust Shareholder 1 Feb 2013 50% - 75% foreign

Based in Houston

The principal office where First Reserve Momentum (Us) LLC 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.


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