Reservoir Retirement Management, LLC
● SEC registered since 2021CRD 293131SEC# 801-122212Lima, OH
Reg. AUM
$208.8M
Employees
2
Accounts
887
Location
Lima, OH
Reservoir Retirement Management, LLC assets under management
Reservoir Retirement Management, LLC is a registered investment adviser overseen by the SEC based in Lima, OH. The firm has been registered since 2021. It reports $208.8 million in regulatory assets under management and employs 2 people.
Reservoir Retirement Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jared Thomas Walsh Control | Managing Partner, Cco | Over 75% | 2005 |
Frequently asked questions
How much does Reservoir Retirement Management, LLC manage?
Reservoir Retirement Management, LLC reports $208.8 million in regulatory assets under management on its Form ADV.
How many employees does Reservoir Retirement Management, LLC have?
Reservoir Retirement Management, LLC reports 2 employees.
Where is Reservoir Retirement Management, LLC located?
Reservoir Retirement Management, LLC is based in Lima, OH and has been SEC-registered since 2021.
Does Reservoir Retirement Management, LLC disclose fund performance?
Reservoir Retirement Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2100 Lost Creek Boulevard, Lima, OH 45804 |
| Phone | 567-289-2100 |
| Fax | 419-222-3926 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$208.8M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$208.8Mregulatory AUM
Discretionary $179.3MNon-discretionary $29.5M