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Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

FIRST RESERVE

FIRST RESERVE MANAGEMENT, L.P., CRD 157056

STAMFORD, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:81dbfe5f-69bf-afde-c9b0-1699411fee15

Data as of May 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 50
Dated events: 15
On other graphs: 4
Observed: Feb 14, 2012 to May 8, 2026
45 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

First Reserve

Private equity manager · cited, shared crd

Independent Sponsorsidentity

First Reserve

Capital provider to sponsors · cited, shared crd

Allocatorsidentity

First Reserve

Manager with allocator commitments · cited, shared crd

Private Creditidentity

FIRST RESERVE

Private credit manager · cited, shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $6.3BItem 5.F on the latest filing (2026-05-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $6.3B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 38
Advisory employees: 21
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 25
Private funds: 25Schedule D 7.B(1)
Custody, client assets: $0
Relying advisers: 6
SEC number: 801-73789
CRD: 157056
Filings on the tape: 45
First filed: Feb 14, 2012
Latest filed: May 8, 2026
Organised: Limited Partnership

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 40

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
FIRST RESERVE FUND XIII, L.P. (AND ITS RELATED INVESTMENT VEHICLES)	Private Equity Fund	$1.6B	May 2, 2024	89	Mar 26, 2013	reported	021-195287
FR INDUSTRIALS OPPORTUNITIES FUND, L.P. (AND ITS RELATED INVESTMENT VEHICLES)	Private Equity Fund	$938M	May 2, 2024	39	Mar 29, 2024	reported	021-475800
FR ASCENT CO-INVESTMENT, L.P. (AND ITS RELATED INVESTMENT VEHICLE)	Private Equity Fund	$776M	May 2, 2024	5	Mar 31, 2017	reported	021-274959
FIRST RESERVE FUND XIV, L.P. (AND ITS RELATED INVESTMENT VEHICLES)	Private Equity Fund	$724M	May 2, 2024	11	Mar 29, 2019	reported	021-335724
FIRST RESERVE REFUEL FUND, L.P.	Private Equity Fund	$669M	May 2, 2024	32	Mar 31, 2022	reported	021-424219
FIRST RESERVE LEGACY OPPORTUNITIES FUND, L.P. (AND ITS RELATED INVESTMENT VEHICLES)	Private Equity Fund	$262M	May 2, 2024	56	Mar 31, 2023	reported	021-445197
FIRST RESERVE UPSTREAM ANNEX FUND, L.P. (AND ITS RELATED INVESTMENT VEHICLES)	Private Equity Fund	$203M	May 2, 2024	22	Mar 31, 2017	reported	021-274964
FIRST RESERVE IOG RESOURCES II, L.P.	Private Equity Fund	$166M	May 2, 2024	2	Mar 31, 2023	reported	021-441561
FR FINALIZER, L.P.	Private Equity Fund	$160M	May 2, 2024	2	Mar 30, 2020	reported	n/a
OLD CLEM INVESTMENTS, L.P. (AND ITS RELATED INVESTMENT VEHICLES)	Private Equity Fund	$124M	May 2, 2024	2	Apr 16, 2014	reported	n/a
FR BR MIDSTREAM, L.P.	Private Equity Fund	$115M	May 2, 2024	22	Mar 29, 2019	reported	021-327656
FIRST RESERVE IOG RESOURCES, L.P.	Private Equity Fund	$99.9M	May 2, 2024	3	Mar 30, 2018	reported	021-287984
FR UTICA MINERALS DEVELOPMENT CO-INVESTMENT, L.P.	Private Equity Fund	$90.3M	May 2, 2024	2	Mar 30, 2018	reported	021-286054
FR FLOW CONTROL CO-INVESTMENT, L.P.	Private Equity Fund	$57.7M	May 2, 2024	8	Mar 30, 2020	reported	021-341455
FR AFG CO-INVESTMENT, L.P.	Private Equity Fund	$44.6M	Sep 1, 2017	4	Mar 27, 2014	dropped	021-192090
FR BARRA CO-INVESTMENT, L.P.	Private Equity Fund	$43.1M	May 2, 2024	6	Feb 14, 2012	reported	021-174712
FR GTUS CO-INVESTMENT II, L.P.	Private Equity Fund	$40.1M	May 2, 2024	1	Apr 14, 2023	reported	021-465325
FR AP4 CO-INVESTMENT, L.P.	Private Equity Fund	$28.9M	May 2, 2024	8	Mar 29, 2024	reported	021-496991
FR X ACTEON CO-INVESTMENT, L.P.	Private Equity Fund	$25.2M	Mar 30, 2012	3	Feb 14, 2012	dropped	n/a
FR GTUS CO-INVESTMENT, L.P.	Private Equity Fund	$16.6M	May 2, 2024	2	Apr 14, 2023	reported	021-465320
FR DGE III CO-INVEST ALTERNATIVE B, L.P.	Private Equity Fund	$15.1M	Dec 17, 2021	4	Mar 30, 2015	dropped	021-224348
ENERGY CREDIT OPPORTUNITIES, LP	Hedge Fund	$14.7M	Sep 1, 2017	9	Mar 30, 2015	dropped	n/a
IOG RESOURCES, LLC	Private Equity Fund	$14.0M	Oct 18, 2023	3	Mar 31, 2022	reported	021-308484
FR TEMPLAR CO-INVESTMENT, L.P. (AND ITS RELATED INVESTMENT VEHICLES)	Private Equity Fund	$13.2M	May 1, 2019	4	Mar 27, 2014	dropped	021-196457
OLD CLEM INVESTMENTS II, L.P. (AND ITS RELATED INVESTMENT VEHICLES)	Private Equity Fund	$12.7M	Jun 9, 2022	1	Mar 30, 2015	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CARROLL, PATRICK, JONATHAN	CHIEF FINANCIAL OFFICER OF FIRST RESERVE MANAGEMENT, L.P.	Na	yes	04/2021	Mar 31, 2021	May 2, 2024
FIRST RESERVE MANAGEMENT LIMITED	GENERAL PARTNER OF FIRST RESERVE MANAGEMENT, L.P.	Na	yes	08/2009	Feb 14, 2012	May 2, 2024
KRUEGER, ALEX, T	CHAIRMAN/MG PTNR/LIMITED PARTNER OF FIRST RESERVE MANAGEMENT, L.P./BOARD OF DIRECTORS MEMBER OF FIRST RESERVE MANAGEMENT LIMITED	D	yes	08/2009	Feb 14, 2012	May 2, 2024
RADCLIFFE, ERICA, HOGAN	CCO/GENERAL COUNSEL/SECRETARY OF FIRST RESERVE MANAGEMENT, L.P.	Na	yes	12/2021	Dec 17, 2021	May 2, 2024
HILL, JOHN, ARTHUR	LIMITED PARTNER OF FIRST RESERVE MANAGEMENT, L.P./BOARD OF DIRECTORS MEMBER OF FIRST RESERVE MANAGEMENT LIMITED	Na	no	01/2021	Feb 14, 2012	May 2, 2024
HONEYBOURNE, JOHN, WILLIAM GERVASE	LIMITED PARTNER OF FIRST RESERVE MANAGEMENT, L.P./BOARD OF DIRECTORS MEMBER OF FIRST RESERVE MANAGEMENT LIMITED	Na	no	08/2009	Feb 14, 2012	May 2, 2024
QUAKE, JEFFREY, KURT	LIMITED PARTNER OF FIRST RESERVE MANAGEMENT, L.P./BOARD OF DIRECTORS MEMBER OF FIRST RESERVE MANAGEMENT LIMITED	B	no	01/2021	Apr 30, 2021	May 2, 2024
REAVES, GARY, DUANE	LIMITED PARTNER OF FIRST RESERVE MANAGEMENT, L.P./BOARD OF DIRECTORS MEMBER OF FIRST RESERVE MANAGEMENT LIMITED	B	no	01/2021	Apr 30, 2021	May 2, 2024
WEINER, CHARLES, JOSHUA RIDER	LIMITED PARTNER OF FIRST RESERVE MANAGEMENT, L.P.	A	no	01/2020	Mar 29, 2024	May 2, 2024
WIZEL, NEIL, ALAN	LIMITED PARTNER OF FIRST RESERVE MANAGEMENT, L.P./BOARD OF DIRECTORS MEMBER OF FIRST RESERVE MANAGEMENT LIMITED	B	no	01/2021	Apr 30, 2021	May 2, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FIRST RESERVE GP XI, L.P.	n/a	n/a	n/a	N	yes	n/a
FIRST RESERVE GP XII, L.P.	n/a	n/a	n/a	N	yes	n/a
FIRST RESERVE GP XIII, L.P.	n/a	n/a	n/a	N	yes	n/a
FIRST RESERVE GP XIV, L.P.	n/a	n/a	n/a	N	yes	n/a
FIRST RESERVE LEGACY OPPORTUNITIES GP, L.P.	n/a	n/a	n/a	N	yes	n/a
FIRST RESERVE OLD CLEM GP, L.P.	n/a	n/a	n/a	N	yes	n/a
FIRST RESERVE REFUEL FUND GP, L.P.	n/a	n/a	n/a	N	yes	n/a
FIRST RESERVE RESOURCES GP II, L.P.	n/a	n/a	n/a	N	yes	n/a
FIRST RESERVE RESOURCES GP, L.P.	n/a	n/a	n/a	N	yes	n/a
FIRST RESERVE UPSTREAM ANNEX GP, L.P.	n/a	n/a	n/a	N	yes	n/a
FR BR MIDSTREAM GP, L.P.	n/a	n/a	n/a	N	yes	n/a
FR FINALIZER GP, L.P.	n/a	n/a	n/a	N	yes	n/a
FR INDUSTRIALS OPPORTUNITIES FUND GP, L.P.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Houston	TX	United States	18	no
Dallas	TX	United States	7	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$6.3B	$6.3B	38	21	1	25	n/a
2024	Mar 31, 2025	$5.8B	$5.8B	50	30	2	21	n/a
2023	Mar 29, 2024	$6.1B	$6.1B	48	29	2	21	$6.1B
2022	Mar 31, 2023	$6.0B	$6.0B	50	29	2	19	$6.0B
2021	Mar 31, 2022	$5.9B	$5.9B	52	28	2	17	$5.9B
2020	Mar 31, 2021	$5.3B	$5.3B	53	25	1	18	$5.3B
2019	Mar 30, 2020	$7.5B	$7.5B	71	35	2	19	$7.5B
2018	Mar 29, 2019	$9.1B	$9.1B	77	40	2	20	$9.1B
2017	Mar 30, 2018	$9.6B	$9.6B	84	44	2	20	$9.6B
2016	Mar 31, 2017	$14B	$14B	115	68	n/a	25	$14B
2015	Mar 30, 2016	$13B	$13B	110	66	n/a	21	$13B
2014	Mar 30, 2015	$17B	$17B	119	71	n/a	20	$17B
2013	Mar 27, 2014	$19B	$19B	124	75	n/a	14	$19B
2012	Mar 26, 2013	$18B	$18B	134	78	n/a	10	$16B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$6.3B	$5.8B	9.0%	$6.0B	1.7%	38	50	1	2

Relationships

Advises (40)

→ FIRST RESERVE FUND XIV, L.P. (AND ITS RELATED INVESTMENT VEHICLES)Private fundPrivate Equity Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ FR BARRA CO-INVESTMENT, L.P.Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ FR UTICA MINERALS DEVELOPMENT CO-INVESTMENT, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2018 to presentfactForm ADV
→ FIRST RESERVE IOG RESOURCES II, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ FIRST RESERVE FUND XIII, L.P. (AND ITS RELATED INVESTMENT VEHICLES)Private fundPrivate Equity Fund, IA
Mar 26, 2013 to presentfactForm ADV
→ FR GTUS CO-INVESTMENT II, L.P.Private fundPrivate Equity Fund, IA
Apr 14, 2023 to presentfactForm ADV
→ FR XII-A PARALLEL VEHICLE, L.P. (AND ITS RELATED INVESTMENT VEHICLES)Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ FR ASCENT CO-INVESTMENT, L.P. (AND ITS RELATED INVESTMENT VEHICLE)Private fundPrivate Equity Fund, IA
Mar 31, 2017 to presentfactForm ADV
→ FIRST RESERVE FUND XI, L.P. (AND ITS RELATED INVESTMENT VEHICLES)Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ FIRST RESERVE UPSTREAM ANNEX FUND, L.P. (AND ITS RELATED INVESTMENT VEHICLES)Private fundPrivate Equity Fund, IA
Mar 31, 2017 to presentfactForm ADV
→ OLD CLEM INVESTMENTS, L.P. (AND ITS RELATED INVESTMENT VEHICLES)Private fundPrivate Equity Fund, IA
Apr 16, 2014 to presentfactForm ADV
→ FIRST RESERVE REFUEL FUND, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ FIRST RESERVE IOG RESOURCES, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2018 to presentfactForm ADV
→ FR FINALIZER, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ FIRST RESERVE FUND XII, L.P. (AND ITS RELATED INVESTMENT VEHICLES)Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ FR GTUS CO-INVESTMENT, L.P.Private fundPrivate Equity Fund, IA
Apr 14, 2023 to presentfactForm ADV
→ FR AP4 CO-INVESTMENT, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ FR FLOW CONTROL CO-INVESTMENT, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ FR BR MIDSTREAM, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ FIRST RESERVE LEGACY OPPORTUNITIES FUND, L.P. (AND ITS RELATED INVESTMENT VEHICLES)Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ FR INDUSTRIALS OPPORTUNITIES FUND, L.P. (AND ITS RELATED INVESTMENT VEHICLES)Private fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ IOG RESOURCES, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ IOG RESOURCES II, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ OLD CLEM INVESTMENTS II, L.P. (AND ITS RELATED INVESTMENT VEHICLES)Private fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2015 to Jun 9, 2022factForm ADV
→ FR DGE III CO-INVEST ALTERNATIVE B, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2015 to Dec 17, 2021factForm ADV
→ FR DGE III CO-INVEST ALTERNATIVE, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2015 to Dec 17, 2021factForm ADV
→ FR MK CO-INVESTMENT, L.P. (AND ITS RELATED INVESTMENT VEHICLES)Private fundPrivate Equity Fund, IA, no longer reported
Mar 31, 2017 to Dec 17, 2021factForm ADV
→ FR DGE III CO-INVESTMENT, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2015 to Apr 27, 2020factForm ADV
→ FR TEMPLAR CO-INVESTMENT, L.P. (AND ITS RELATED INVESTMENT VEHICLES)Private fundPrivate Equity Fund, IA, no longer reported
Mar 27, 2014 to May 1, 2019factForm ADV
→ FIRST RESERVE FUND X, L.P. (AND ITS RELATED INVESTMENT VEHICLES)Private fundPrivate Equity Fund, IA, no longer reported
Feb 14, 2012 to May 1, 2019factForm ADV
and 10 more

Controls (4)

← KRUEGER, ALEX, TOwnerCHAIRMAN/MG PTNR/LIMITED PARTNER OF FIRST RESERVE MANAGEMENT, L.P./BOARD OF DIRECTORS MEMBER OF FIRST RESERVE MANAGEMENT LIMITED, ownership code D, individual
Feb 14, 2012 to May 2, 2024factForm ADV
← CARROLL, PATRICK, JONATHANOwnerCHIEF FINANCIAL OFFICER OF FIRST RESERVE MANAGEMENT, L.P., ownership code NA, individual
Mar 31, 2021 to May 2, 2024factForm ADV
← RADCLIFFE, ERICA, HOGANOwnerCCO/GENERAL COUNSEL/SECRETARY OF FIRST RESERVE MANAGEMENT, L.P., ownership code NA, individual
Dec 17, 2021 to May 2, 2024factForm ADV
← FIRST RESERVE MANAGEMENT LIMITEDOwnerGENERAL PARTNER OF FIRST RESERVE MANAGEMENT, L.P., ownership code NA, foreign entity
Feb 14, 2012 to May 2, 2024factForm ADV

Owns (6)

← WEINER, CHARLES, JOSHUA RIDEROwnerLIMITED PARTNER OF FIRST RESERVE MANAGEMENT, L.P., ownership code A, individual
Mar 29, 2024 to May 2, 2024factForm ADV
← REAVES, GARY, DUANEOwnerLIMITED PARTNER OF FIRST RESERVE MANAGEMENT, L.P./BOARD OF DIRECTORS MEMBER OF FIRST RESERVE MANAGEMENT LIMITED, ownership code B, individual
Apr 30, 2021 to May 2, 2024factForm ADV
← HONEYBOURNE, JOHN, WILLIAM GERVASEOwnerLIMITED PARTNER OF FIRST RESERVE MANAGEMENT, L.P./BOARD OF DIRECTORS MEMBER OF FIRST RESERVE MANAGEMENT LIMITED, ownership code NA, individual
Feb 14, 2012 to May 2, 2024factForm ADV
← WIZEL, NEIL, ALANOwnerLIMITED PARTNER OF FIRST RESERVE MANAGEMENT, L.P./BOARD OF DIRECTORS MEMBER OF FIRST RESERVE MANAGEMENT LIMITED, ownership code B, individual
Apr 30, 2021 to May 2, 2024factForm ADV
← QUAKE, JEFFREY, KURTOwnerLIMITED PARTNER OF FIRST RESERVE MANAGEMENT, L.P./BOARD OF DIRECTORS MEMBER OF FIRST RESERVE MANAGEMENT LIMITED, ownership code B, individual
Apr 30, 2021 to May 2, 2024factForm ADV
← HILL, JOHN, ARTHUROwnerLIMITED PARTNER OF FIRST RESERVE MANAGEMENT, L.P./BOARD OF DIRECTORS MEMBER OF FIRST RESERVE MANAGEMENT LIMITED, ownership code NA, individual
Feb 14, 2012 to May 2, 2024factForm ADV

Dated events

Occurred
Mar 29, 2024
Control person left
William James Harpel (Shareholder) no longer on Schedule A of First Reserve (listed 2023-10-18, absent 2024-03-29)
Form ADVobserved 5 days ago
Occurred
May 11, 2023
Control person left
R Linda Macaulay (Trustee) no longer on Schedule A of First Reserve (listed 2023-04-14, absent 2023-05-11)
Form ADVobserved 5 days ago
Occurred
May 11, 2023
Control person left
A Robert Albrecht (Trustee) no longer on Schedule A of First Reserve (listed 2023-04-14, absent 2023-05-11)
Form ADVobserved 5 days ago
Occurred
Dec 17, 2021
Control person joined
Hogan Erica Radcliffe (Cco/General Counsel/Secretary) appeared on Schedule A of First Reserve
Form ADVobserved 5 days ago
Occurred
Dec 17, 2021
Control person left
Elizabeth Anne Gold (Cco/General Counsel/Secretary/Assistant Treasurer) no longer on Schedule A of First Reserve (listed 2021-09-29, absent 2021-12-17)
Form ADVobserved 5 days ago
Occurred
Aug 3, 2021
Control person left
David Bryan Cohen (Chief Operating Officer) no longer on Schedule A of First Reserve (listed 2021-04-30, absent 2021-08-03)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2021
Regulatory AUM changed
First Reserve reported RAUM $5.3B, down 28% from $7.5B (2020-04-27 to 2021-03-31)
Form ADVobserved 5 days ago
$-2.1B
Occurred
Mar 31, 2021
Control person left
Carla Jennifer Zarrilli (Managing Director/Chief Financial Officer/Treasurer/Limited Partner Of First Reserve Management,L.P./Board Of Directors Member) no longer on Schedule A of First Reserve (listed 2020-04-27, absent 2021-03-31)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2021
Control person left
Gregory Alan Schwartz (Managing Director/Chief Legal Officer/Limited Partner Of First Reserve Management, L.P./Board Of Directors Member) no longer on Schedule A of First Reserve (listed 2020-04-27, absent 2021-03-31)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2021
Control person joined
David Bryan Cohen (Chief Operating Officer) appeared on Schedule A of First Reserve
Form ADVobserved 5 days ago
Occurred
Mar 31, 2021
Control person joined
Jonathan Patrick Carroll (Chief Financial Officer) appeared on Schedule A of First Reserve
Form ADVobserved 5 days ago
Occurred
Mar 31, 2021
Control person joined
R Linda Macaulay (Trustee) appeared on Schedule A of First Reserve
Form ADVobserved 5 days ago
Occurred
Mar 31, 2021
Control person joined
A Robert Albrecht (Trustee) appeared on Schedule A of First Reserve
Form ADVobserved 5 days ago
Occurred
Mar 30, 2020
Control person left
Edward William Macaulay (Chairman/Limited Partner Of First Reserve Management, L.P./Board Of Directors Member) no longer on Schedule A of First Reserve (listed 2019-05-01, absent 2020-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2018
Regulatory AUM changed
First Reserve reported RAUM $9.6B, down 33% from $14.3B (2017-09-01 to 2018-03-30)
Form ADVobserved 5 days ago
$-4.8B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:81dbfe5f-69bf-afde-c9b0-1699411fee15
First observed: Feb 14, 2012
Last observed: May 8, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FIRST RESERVE

FIRST RESERVE MANAGEMENT, L.P., CRD 157056

STAMFORD, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:81dbfe5f-69bf-afde-c9b0-1699411fee15

Data as of May 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:58 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

FIRST RESERVE FUND XIII, L.P. (AND ITS RELATED INVESTMENT VEHICLES)

Private Equity Fund

$1.6B

May 2, 2024

Mar 26, 2013

reported

021-195287

FR INDUSTRIALS OPPORTUNITIES FUND, L.P. (AND ITS RELATED INVESTMENT VEHICLES)

Private Equity Fund

$938M

May 2, 2024

Mar 29, 2024

reported

021-475800

FR ASCENT CO-INVESTMENT, L.P. (AND ITS RELATED INVESTMENT VEHICLE)

Private Equity Fund

$776M

May 2, 2024

Mar 31, 2017

reported

021-274959

FIRST RESERVE FUND XIV, L.P. (AND ITS RELATED INVESTMENT VEHICLES)

Private Equity Fund

$724M

May 2, 2024

Mar 29, 2019

reported

021-335724

FIRST RESERVE REFUEL FUND, L.P.

Private Equity Fund

$669M

May 2, 2024

Mar 31, 2022

reported

021-424219

FIRST RESERVE LEGACY OPPORTUNITIES FUND, L.P. (AND ITS RELATED INVESTMENT VEHICLES)

Private Equity Fund

$262M

May 2, 2024

Mar 31, 2023

reported

021-445197

FIRST RESERVE UPSTREAM ANNEX FUND, L.P. (AND ITS RELATED INVESTMENT VEHICLES)

Private Equity Fund

$203M

May 2, 2024

Mar 31, 2017

reported

021-274964

FIRST RESERVE IOG RESOURCES II, L.P.

Private Equity Fund

$166M

May 2, 2024

Mar 31, 2023

reported

021-441561

FR FINALIZER, L.P.

Private Equity Fund

$160M

May 2, 2024

Mar 30, 2020

reported

n/a

OLD CLEM INVESTMENTS, L.P. (AND ITS RELATED INVESTMENT VEHICLES)

Private Equity Fund

$124M

May 2, 2024

Apr 16, 2014

reported

n/a

FR BR MIDSTREAM, L.P.

Private Equity Fund

$115M

May 2, 2024

Mar 29, 2019

reported

021-327656

FIRST RESERVE IOG RESOURCES, L.P.

Private Equity Fund

$99.9M

May 2, 2024

Mar 30, 2018

reported

021-287984

FR UTICA MINERALS DEVELOPMENT CO-INVESTMENT, L.P.

Private Equity Fund

$90.3M

May 2, 2024

Mar 30, 2018

reported

021-286054

FR FLOW CONTROL CO-INVESTMENT, L.P.

Private Equity Fund

$57.7M

May 2, 2024

Mar 30, 2020

reported

021-341455

FR AFG CO-INVESTMENT, L.P.

Private Equity Fund

$44.6M

Sep 1, 2017

Mar 27, 2014

dropped

021-192090

FR BARRA CO-INVESTMENT, L.P.

Private Equity Fund

$43.1M

May 2, 2024

Feb 14, 2012

reported

021-174712

FR GTUS CO-INVESTMENT II, L.P.

Private Equity Fund

$40.1M

May 2, 2024

Apr 14, 2023

reported

021-465325

FR AP4 CO-INVESTMENT, L.P.

Private Equity Fund

$28.9M

May 2, 2024

Mar 29, 2024

reported

021-496991

FR X ACTEON CO-INVESTMENT, L.P.

Private Equity Fund

$25.2M

Mar 30, 2012

Feb 14, 2012

dropped

n/a

FR GTUS CO-INVESTMENT, L.P.

Private Equity Fund

$16.6M

May 2, 2024

Apr 14, 2023

reported

021-465320

FR DGE III CO-INVEST ALTERNATIVE B, L.P.

Private Equity Fund

$15.1M

Dec 17, 2021

Mar 30, 2015

dropped

021-224348

ENERGY CREDIT OPPORTUNITIES, LP

Hedge Fund

$14.7M

Sep 1, 2017

Mar 30, 2015

dropped

n/a

IOG RESOURCES, LLC

Private Equity Fund

$14.0M

Oct 18, 2023

Mar 31, 2022

reported

021-308484

FR TEMPLAR CO-INVESTMENT, L.P. (AND ITS RELATED INVESTMENT VEHICLES)

Private Equity Fund

$13.2M

May 1, 2019

Mar 27, 2014

dropped

021-196457

OLD CLEM INVESTMENTS II, L.P. (AND ITS RELATED INVESTMENT VEHICLES)

Private Equity Fund

$12.7M

Jun 9, 2022

Mar 30, 2015

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARROLL, PATRICK, JONATHAN

CHIEF FINANCIAL OFFICER OF FIRST RESERVE MANAGEMENT, L.P.

yes

04/2021

Mar 31, 2021

May 2, 2024

FIRST RESERVE MANAGEMENT LIMITED

GENERAL PARTNER OF FIRST RESERVE MANAGEMENT, L.P.

yes

08/2009

Feb 14, 2012

May 2, 2024

KRUEGER, ALEX, T

CHAIRMAN/MG PTNR/LIMITED PARTNER OF FIRST RESERVE MANAGEMENT, L.P./BOARD OF DIRECTORS MEMBER OF FIRST RESERVE MANAGEMENT LIMITED

yes

08/2009

Feb 14, 2012

May 2, 2024

RADCLIFFE, ERICA, HOGAN

CCO/GENERAL COUNSEL/SECRETARY OF FIRST RESERVE MANAGEMENT, L.P.

yes

12/2021

Dec 17, 2021

May 2, 2024

HILL, JOHN, ARTHUR

LIMITED PARTNER OF FIRST RESERVE MANAGEMENT, L.P./BOARD OF DIRECTORS MEMBER OF FIRST RESERVE MANAGEMENT LIMITED

01/2021

Feb 14, 2012

May 2, 2024

HONEYBOURNE, JOHN, WILLIAM GERVASE

LIMITED PARTNER OF FIRST RESERVE MANAGEMENT, L.P./BOARD OF DIRECTORS MEMBER OF FIRST RESERVE MANAGEMENT LIMITED

08/2009

Feb 14, 2012

May 2, 2024

QUAKE, JEFFREY, KURT

LIMITED PARTNER OF FIRST RESERVE MANAGEMENT, L.P./BOARD OF DIRECTORS MEMBER OF FIRST RESERVE MANAGEMENT LIMITED

01/2021

Apr 30, 2021

May 2, 2024

REAVES, GARY, DUANE

LIMITED PARTNER OF FIRST RESERVE MANAGEMENT, L.P./BOARD OF DIRECTORS MEMBER OF FIRST RESERVE MANAGEMENT LIMITED

01/2021

Apr 30, 2021

May 2, 2024

WEINER, CHARLES, JOSHUA RIDER

LIMITED PARTNER OF FIRST RESERVE MANAGEMENT, L.P.

01/2020

Mar 29, 2024

May 2, 2024

WIZEL, NEIL, ALAN

LIMITED PARTNER OF FIRST RESERVE MANAGEMENT, L.P./BOARD OF DIRECTORS MEMBER OF FIRST RESERVE MANAGEMENT LIMITED

01/2021

Apr 30, 2021

May 2, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FIRST RESERVE GP XI, L.P.

n/a

yes

n/a

FIRST RESERVE GP XII, L.P.

n/a

yes

n/a

FIRST RESERVE GP XIII, L.P.

n/a

yes

n/a

FIRST RESERVE GP XIV, L.P.

n/a

yes

n/a

FIRST RESERVE LEGACY OPPORTUNITIES GP, L.P.

n/a

yes

n/a

FIRST RESERVE OLD CLEM GP, L.P.

n/a

yes

n/a

FIRST RESERVE REFUEL FUND GP, L.P.

n/a

yes

n/a

FIRST RESERVE RESOURCES GP II, L.P.

n/a

yes

n/a

FIRST RESERVE RESOURCES GP, L.P.

n/a

yes

n/a

FIRST RESERVE UPSTREAM ANNEX GP, L.P.

n/a

yes

n/a

FR BR MIDSTREAM GP, L.P.

n/a

yes

n/a

FR FINALIZER GP, L.P.

n/a

yes

n/a

FR INDUSTRIALS OPPORTUNITIES FUND GP, L.P.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Houston

United States

Dallas

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$6.3B

n/a

2024

Mar 31, 2025

$5.8B

n/a

2023

Mar 29, 2024

$6.1B

2022

Mar 31, 2023

$6.0B

2021

Mar 31, 2022

$5.9B

2020

Mar 31, 2021

$5.3B

2019

Mar 30, 2020

$7.5B

2018

Mar 29, 2019

$9.1B

2017

Mar 30, 2018

$9.6B

2016

Mar 31, 2017

$14B

115

n/a

$14B

2015

Mar 30, 2016

$13B

110

n/a

$13B

2014

Mar 30, 2015

$17B

119

n/a

$17B

2013

Mar 27, 2014

$19B

124

n/a

$19B

2012

Mar 26, 2013

$18B

134

n/a

$16B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$6.3B

$5.8B

9.0%

$6.0B

1.7%