SALIENT ADVISORS, L.P.
Latest filing: Mar 31, 2025 (79 days ago)
AUM
$72,290,877
-4% change vs. 1 year ago
1% change vs. 3 years ago
8% change vs. 5 years ago
-92% change vs. 10 years ago
Employee Count
103
5% change vs. 1 year ago
134% change vs. 3 years ago
37% change vs. 5 years ago
-36% change vs. 10 years ago
Main Office
DALLAS, TX
200 CRESCENT COURT, DALLAS, TX, UNITED STATES, 75201
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.1 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| WESTWOOD MANAGEMENT CORP | $12.8 | 110269 | |
| WESTWOOD ADVISORS, L.L.C | $0.6 | 132162 | |
| THE SALIENT ZARVONA ENERGY FUND GP, L.P. | $0.3 | 162712 | |
| BROADMARK ASSET MANAGEMENT LLC | $0.2 | 109422 | |
| WHG PF HOLDCO, LLC | $0.0 | - | |
| SALIENT CAPITAL L.P. | $0.0 | broker-dealer | 147912 |
| SALIENT ZARVONA II-C GP, LLC | $0.0 | - | |
| WESTWOOD TRUST | $0.0 | trust company | - |
| SALIENT ZARVONA II-A GP, LLC | $0.0 | - | |
| SALIENT ZARVONA II-B GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
10 active
| Name | Title |
|---|---|
| LINTON, DAVID, ONTHANK | EXECUTIVE VICE PRESIDENT - HEAD OF DISTRIBUTION |
| REID, GREGORY, ALLEN | PRESIDENT |
| FORBES, MURRAY, NMN | SVP, CHIEF FINANCIAL OFFICER, TREASURER |
| MONTGOMERY, SUSAN, BYRNE | CHAIRMAN AND DIRECTOR |
| CASEY, BRIAN, OCONNOR | CEO, DIRECTOR |
| GOMEZ, FABIAN, NMN | PRESIDENT, WESTWOOD HOLDINGS GROUP, INC. |
| EHINGER, JOHN, ANTHONY | SENIOR VICE PRESIDENT, HEAD OF LEGAL, CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.1 | $0.0 | 0% | 103 | 0 | 0% |
| 2025-04-21 | $0.1 | $0.0 | 0% | 103 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.0 | -4% | 98 | 5 | 5% |
| 2023-04-04 | $0.1 | $0.0 | 0% | 76 | 27 | 36% |
| 2022-04-01 | $0.1 | $0.0 | 1% | 44 | 59 | 134% |
| 2021-04-05 | $0.1 | $0.0 | 4% | 55 | 48 | 87% |
| 2020-04-01 | $0.1 | $0.0 | 8% | 75 | 28 | 37% |
| 2019-04-01 | $0.1 | $0.0 | 28% | 87 | 16 | 18% |
| 2018-04-02 | $0.3 | -$0.2 | -77% | 105 | -2 | -2% |
| 2017-04-01 | $0.4 | -$0.4 | -83% | 153 | -50 | -33% |
| 2016-04-01 | $0.5 | -$0.4 | -86% | 155 | -52 | -34% |
| 2015-04-01 | $0.9 | -$0.8 | -92% | 162 | -59 | -36% |
| 2014-04-01 | $0.9 | -$0.8 | -92% | 156 | -53 | -34% |
| 2013-04-01 | $1.0 | -$0.9 | -92% | 129 | -26 | -20% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, TX-09/13/2002 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV