Frank Theodore Gardner

Employer firm

Westwood Management Corp CRD 110269

$12.5B regulatory AUM 40 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• MODEL PORTFOLIO ADVICE AND LICENSING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2010 → 11/2022
  Salient Capital Advisors, Llc
  Houston, TX
• 01/2011 → 11/2022
  Salient Partners, L.P.
  Houston, TX
• 07/2011 → Present
  Salient Capital, L.P.
  Houston, TX
• 11/2022 → Present
  Westwood Management Corp.
  Houston, TX

Previous Registrations

• 2011-02-17 → 2022-11-21
  Salient Capital Advisors, Llc
  Houston, TX
• 2002-01-23 → 2004-05-26
  Ubs Financial Services Inc.
  Houston, TX

Other Businesses

Westwood Management Corp.; Investment Related; Houston, TX; Investment Management; Senior Portfolio Manager; Start 11/21/2022, full time employment with Westwood Management Corp.

Exams

• S66 Uniform Combined State Law Examination
  2002-01-21

Designations

• Chartered Financial Analyst

Other Names

• Ted Gardner