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FOUNDATION ENERGY MANAGEMENT

ADDISON, TX · CRD 161141 · IAPD ↗ · foundationenergy.com · 972-707-2500

$270.3MRegulatory AUM
10Advisory reps
110Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2024 — FOUNDATION ENERGY MANAGEMENT reported RAUM down 28% ($501.7M -> $363.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.