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Current Employers
Westwood Management Corp

200 Crescent Court Suite 1200, Dallas, TX 75201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-04
  • TX RA
    APPROVED
    Since 2023-05-04

Branch Locations

200 Crescent Court Suite 1200, Dallas, TX 75201 • United States

10000 Memorial Drive Suite 650, Houston, TX 77024 • United States

Salient Advisors, L.P.

200 Crescent Court Suite 1200, Dallas, TX 75201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-08-23
  • TX RA
    APPROVED
    Since 2018-08-23

Branch Locations

200 Crescent Court Suite 1200, Dallas, TX 75201 • United States

The Salient Zarvona Energy Fund Gp, L.P.

1001 Mckinney Street Suite 1800, Houston, TX 77002 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-08-28
  • TX RA
    APPROVED
    Since 2015-08-28

Branch Locations

1001 Mckinney Street Suite 1800, Houston, TX 77002 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Salient Capital Advisors, Llc Houston TX 05/2010 11/2022
Salient Partners, L.P. Houston TX 01/2011 11/2022
Salient Capital, L.P. Houston TX 08/2011 Present
The Salient Zarvona Energy Fund Gp, L.P. Houston TX 03/2011 Present
Salient Private Client, Llc Houston TX 08/2017 07/2018
Forward Securities, Llc San Francisco CA 07/2018 Present
Endowment Advisers, L.P. Houston TX 08/2018 03/2021
Forward Management, Llc San Francisco CA 08/2018 Present
Salient Advisors, L.P. Houston TX 08/2018 Present
Westwood Mangement Corp. Houston TX 11/2022 Present
  • 05/2010 → 11/2022
    Salient Capital Advisors, Llc
    Houston, TX
  • 01/2011 → 11/2022
    Salient Partners, L.P.
    Houston, TX
  • 08/2011 → Present
    Salient Capital, L.P.
    Houston, TX
  • 03/2011 → Present
    Houston, TX
  • 08/2017 → 07/2018
    Salient Private Client, Llc
    Houston, TX
  • 07/2018 → Present
    Forward Securities, Llc
    San Francisco, CA
  • 08/2018 → 03/2021
    Endowment Advisers, L.P.
    Houston, TX
  • 08/2018 → Present
    Forward Management, Llc
    San Francisco, CA
  • 08/2018 → Present
    Houston, TX
  • 11/2022 → Present
    Westwood Mangement Corp.
    Houston, TX
Previous Registrations
  • 2018-08-23 → 2022-11-21
    Forward Management, Llc
    San Francisco, CA
  • 2010-06-28 → 2022-11-21
    Salient Capital Advisors, Llc
    Houston, TX
  • 2018-08-23 → 2021-03-01
    Austin, TX
  • 2017-08-10 → 2018-07-26
    Hightower Private Client
    Houston, TX
  • 2011-01-13 → 2015-03-26
    Rdg Capital Management Llc
    Houston, TX
  • 2008-11-05 → 2010-07-01
    Telemus Investment Management, Llc
    Southfield, MI
  • 1997-07-30 → 2007-05-07
    Houston, TX
    Houston, TX
Other Businesses

1) Westwood Management Corp.; Investment Related; Houston, TX; President of Real Assets; Start 11/21/2022, full time employment with Westwood Management Corp. 2) RDG CAPITAL MANAGEMENT LLC; INVESTMENT-RELATED; 4400 POST OAK PARKWAY, STE 1450, HOUSTON, TX 77027; GENERAL PARTNER; SOLE MEMBER; 5/1/2010; 10 HRS/MO; MANAGEMENT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-04-09
S63 Uniform Securities Agent State Law Examination 1991-10-16
  • S65 Uniform Investment Adviser Law Examination
    1998-04-09
  • S63 Uniform Securities Agent State Law Examination
    1991-10-16

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