SALIENT ADVISORS, L.P.
Adviser information for SALIENT ADVISORS, L.P. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 98 |
|---|---|
| Investment Advisory/Research | 68 |
| Registered Broker-Dealer Representatives | 31 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $75.3M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $75.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $75.3M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companiesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
200 CRESCENT COURTSUITE 1200
DALLAS
TX
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 2147566900, Fax: 2147566979
Websites
g.page/westwood-holdings-group?gm
www.glassdoor.com/overview/working-at-westwood-holdings-group-ei_ie14318.11,34.htm
www.westwoodfunds.com
www.westwoodgroup.com
twitter.com/westwood_group
linkedin.com/company/1059301/
www.linkedin.com/company/westwoodholdingsgroup
facebook.com/westwoodholdingsgroup/
www.youtube.com/channel/uc1qsc4t_onthi-sc3cirdoq
www.linkedin.com/showcase/westwood-management-corp/
Chief Compliance Officer
JOHN A. EHINGER, JR.
CHIEF COMPLIANCE OFFICER
200 CRESCENT COURT
SUITE 1200
DALLAS
TX
United States
Tel:
2147502286
C*****************@****************M
(Full email address available in API data)
Regulatory Contact
AMNA ALI KHAN
DEPUTY CHIEF COMPLIANCE OFFICER
200 CRESCENT COURT
SUITE 1200
DALLAS
TX
United States
Tel:
2146249591
A*******@****************M
(Full email address available in API data)
Industry Affiliates
| BROADMARK ASSET MANAGEMENT LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| SALIENT CAPITAL L.P. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| SALIENT ZARVONA II-A GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| SALIENT ZARVONA II-B GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| SALIENT ZARVONA II-C GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| THE SALIENT ZARVONA ENERGY FUND GP, L.P. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| WESTWOOD MANAGEMENT CORP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| WESTWOOD TRUST | Trust companySponsor, GP, manager of pooled investment vehicles |
| WESTWOOD WEALTH MANAGEMENT | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| WHG GP HOLDCO LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LINTON, DAVID, ONTHANK | Individual | – | EXECUTIVE VICE PRESIDENT - HEAD OF DISTRIBUTION | 11/2016 | < 5% |
| REID, GREGORY, ALLEN | Individual | – | PRESIDENT | 08/2018 | < 5% |
| WHG GP HOLDCO LLC | Domestic Entity | – | GENERAL PARTNER | 11/2022 | > 75% |
| FORBES, MURRAY, NMN | Individual | – | SVP, CHIEF FINANCIAL OFFICER, TREASURER | 11/2022 | < 5% |
| MONTGOMERY, SUSAN, BYRNE | Individual | – | CHAIRMAN AND DIRECTOR | 11/2022 | < 5% |
| CASEY, BRIAN, OCONNOR | Individual | – | CEO, DIRECTOR | 11/2022 | < 5% |
| WESTWOOD HOLDINGS GROUP, INC. | Domestic Entity | – | LIMITED PARTNER | 11/2022 | > 75% |
| GOMEZ, FABIAN, NMN | Individual | – | PRESIDENT, WESTWOOD HOLDINGS GROUP, INC. | 11/2022 | < 5% |
| WESTWOOD HOLDINGS GROUP, INC. | Domestic Entity | WHG GP HOLDCO LLC | SOLE MEMBER | 11/2022 | > 75% |
| EHINGER, JOHN, ANTHONY | Individual | – | SENIOR VICE PRESIDENT, HEAD OF LEGAL, CHIEF COMPLIANCE OFFICER | 03/2023 | < 5% |