Foundation Energy Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Addison, TX. Its latest Form ADV filing, dated April 22, 2026, reports $270M in regulatory assets under management, 110 employees, and 6 accounts.
Assets Under Management
$270M
Employees
110
Offices
--
Total Clients
6
Primary office
ADDISON, TX
5057 KELLER SPRINGS ROAD, SUITE 650, ADDISON, TX, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$270Mas of April 22, 2026
Discretionary100.0%
$270M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$270M
Total Accounts6
10Y AUM Change$-150M (-35.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees110
Clients per Employee0:1
10Y Employee Change+5 (+4.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.