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SALIENT ADVISORS, L.P.
CRD 122833File 801-61449
APPROVED
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$61.8M
Bottom 25% of cohort (national)
Discretionary AUM
$61.8M
Clients
1
1 accounts
Employees
95
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Sep 13, 2002
- Principal office
- 200 CRESCENT COURT, SUITE 1200, DALLAS, TX, 75201
- Phone
- 2147566900
- Website
- http://westwoodetfs.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $61.8M
- Discretionary AUM
- $61.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1
- Non-discretionary accounts
- 0
- Total accounts
- 1
- AUM per client
- $61.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $61.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 103 | 95 | decreased by8 |
| Apr 1, 2026 | AUM | $72,290,877 | $61,816,768 | decreased by$10,474,109 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 44 | 103 | increased by59 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $71,548,099 | $72,290,877 | increased by$742,778 |
| Apr 1, 2022 | Employees | 55 | 44 | decreased by11 |
| Apr 1, 2022 | AUM | $69,292,273 | $71,548,099 | increased by$2,255,826 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SALIENT ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SALIENT ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.