Salient Advisors, L.P.
- Regulatory AUM
- $61.8M
- Discretionary
- $61.8M
- Clients
- 1
- Avg AUM / client
- $61.8M
- Accounts
- 1
- Employees
- 95
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $61.8M | 100.0% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Linton, David, Onthank | Executive Vice President Head Of Distribution | Nov 2016 (10y) | Less than 5% | |
| Gregory Allen Reid | President | Aug 2018 (8y) | Less than 5% | |
| Casey, Brian, Oconnor | Ceo, Director | Nov 2022 (4y) | Less than 5% | |
| Forbes, Murray | Svp, Chief Financial Officer, Treasurer | Nov 2022 (4y) | Less than 5% | |
| Gomez, Fabian | President, Westwood Holdings Group, Inc. | Nov 2022 (4y) | Less than 5% | |
| Montgomery, Susan, Byrne | Chairman And Director | Nov 2022 (4y) | Less than 5% | |
| Ehinger, John | Senior Vice President, Head Of Legal, Chief Compliance Officer | Mar 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Whg Gp Holdco Llc | General Partner | Nov 2022 | A | 75% or more |
| Westwood Holdings Group, Inc. | Limited Partner | Nov 2022 | A | 75% or more |
| Westwood Holdings Group, Inc. | Sole Member | Nov 2022 | B | ≈ 56.25% – 100% via Whg Gp Holdco Llc |
Estimated effective ownership (look-through of filed bands):
- Westwood Holdings Group, Inc.: 75% – 100% of Whg Gp Holdco Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.36 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗