SALIENT ADVISORS, L.P.

RIASEC RegisteredEst. 2002
Total AUM
$61.8M
Discretionary
$61.8M
100% of AUM
Avg account
$61.8M
Accounts
1
Employees
95
Advisory reps
7

Firm details

Headquarters
DALLAS, Texas
CRD number
122833
Registered since
September 13, 2002
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Salient Advisors, L.P. is a limited partnership and SEC-registered adviser that primarily serves institutional clients. The firm functions as a capital allocator and is organized to act as a commodity pool operator/commodity trading advisor (CPO/CTA) while also providing portfolio management for investment companies and selecting other advisers. Its fee model is a percentage of assets under management. Salient Advisors maintains industry ties that include broker-dealer relationships, other investment advisers, a trust company role, and responsibilities as sponsor, general partner, or managing member of pooled investment vehicles. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • JOHN EHINGER

    Managing Director, Chief Compliance OfficerCRD 4870414

  • BRIAN CASEY

    Chief Executive OfficerCRD 1409741

  • FABIAN GOMEZ

    President, COOCRD 2457988

Unlock 2 more executives

Contacts

2 of 2
  • GREGORY REID

    Investment Advisor RepresentativeCRD 2176683

  • DAVID LINTON

    SVPCRD 1730351

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
200 Crescent Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth