AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.3 |
| Institutional | $0.0 |
| Total | $0.3 |
| 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
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| 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 | AUM | Business Types | CRD Number |
|---|---|---|---|
| WESTWOOD MANAGEMENT CORP | $12.8 | 110269 | |
| WESTWOOD ADVISORS, L.L.C | $0.6 | 132162 | |
| ZARVONA ENERGY LLC | $0.4 | 288820 | |
| BROADMARK ASSET MANAGEMENT LLC | $0.2 | 109422 | |
| SALIENT ADVISORS, L.P. | $0.1 | 122833 | |
| SALIENT ZARVONA II-C GP, LLC | $0.0 | - | |
| SALIENT ZARVONA II-A GP, LLC | $0.0 | - | |
| SALIENT ZARVONA II-B GP, LLC | $0.0 | - | |
| SALIENT CAPITAL L.P. | $0.0 | broker-dealer | 147912 |
| WHG PF HOLDCO, LLC | $0.0 | - | |
| WESTWOOD TRUST | $0.0 | trust company | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
11 active
| Name | Title |
|---|---|
| MACASKIE, KATHRYN, SEEBER | PRESIDENT, CHIEF EXECUTIVE OFFICER, INVESTMENT COMMITTEE MEMBER, MEMBER |
| REID, GREGORY, ALLEN | INVESTMENT COMMITTEE MEMBER |
| JURGENS, MATTHEW, STEVEN | INVESTMENT COMMITTEE MEMBER |
| MACASKIE, ROBERT, MARCUS | INVESTMENT COMMITTEE MEMBER, CHIEF COMPLIANCE OFFICER, VICE PRESIDENT |
| HARDCASTLE, WILLIAM, RALPH | INVESTMENT COMMITTEE MEMBER |
ADVDB.CO • SOURCE: SEC
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ROBERT MACASKIE | HOUSTON | TX | S65|2015-08-21 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.3 | $0.0 | 0% | 5 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 5 | 0 | 0% |
| 2024-04-02 | $0.3 | $0.0 | -3% | 5 | 0 | 0% |
| 2023-04-04 | $0.3 | $0.0 | -5% | 4 | 1 | 25% |
| 2022-04-01 | $0.3 | $0.0 | -8% | 5 | 0 | 0% |
| 2021-04-05 | $0.3 | $0.0 | -7% | 4 | 1 | 25% |
| 2020-04-01 | $0.4 | -$0.1 | -26% | 4 | 1 | 25% |
| 2019-04-01 | $0.4 | -$0.1 | -18% | 5 | 0 | 0% |
| 2018-04-02 | $0.3 | $0.0 | -8% | 5 | 0 | 0% |
| 2017-04-01 | $0.3 | $0.0 | 7% | 5 | 0 | 0% |
| 2016-04-01 | $0.2 | $0.1 | 23% | 5 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| TX, TX-07/08/2015 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV