DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Gregory Allen Reid
Feed of 09/14/2026
At current firm
11 y
since Aug 28, 2015
In the industry
34 y
since Oct 16, 1991 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
3
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Westwood Management Corp other currentsince May 4, 2023 · Houston, Tx
- Salient Advisors, L.P. asset manager currentsince Aug 23, 2018 · Dallas, Tx
- The Salient Zarvona Energy Fund Gp, L.P. asset manager currentsince Aug 28, 2015 · Houston, Tx
- Cypress Creek Partners asset managerAug 23, 2018 to Mar 1, 2021 · Austin, Tx
- Forward Management, LLC formerAug 23, 2018 to Nov 21, 2022 · San Francisco, Ca
- Hightower Private Client formerAug 10, 2017 to Jul 26, 2018 · Houston, Tx
- Rdg Capital Management LLC formerJan 13, 2011 to Mar 26, 2015 · Houston, Tx
- Salient Capital Advisors, LLC formerJun 28, 2010 to Nov 21, 2022 · Houston, Tx
- Telemus Investment Management, LLC formerNov 5, 2008 to Jul 1, 2010 · Southfield, Mi
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJul 30, 1997 to May 7, 2007 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- Salient Capital Advisors, LLC to Rdg Capital Management LLCleft Nov 21, 2022, registered Jan 13, 2011 (-4330 days) · Other
- Forward Management, LLC to Salient Advisors, L.P.left Nov 21, 2022, registered Aug 23, 2018 (-1551 days) · Other
- Cypress Creek Partners to Forward Management, LLCleft Mar 1, 2021, registered Aug 23, 2018 (-921 days) · Other
- Hightower Private Client to Cypress Creek Partnersleft Jul 26, 2018, registered Aug 23, 2018 (28 days) · Other
- Rdg Capital Management LLC to The Salient Zarvona Energy Fund Gp, L.P.left Mar 26, 2015, registered Aug 28, 2015 (155 days) · Other
- Telemus Investment Management, LLC to Salient Capital Advisors, LLCleft Jul 1, 2010, registered Jun 28, 2010 (-3 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Telemus Investment Management, LLCleft May 7, 2007, registered Nov 5, 2008 (548 days) · Other
Signals
- Gregory Allen Reid left Forward Management, Llc for Salient Advisors, L.P. (registered 2018-08-23)Nov 21, 2022 · Advisor changed firm · fact
- Gregory Allen Reid left Salient Capital Advisors, Llc for Rdg Capital Management Llc (registered 2011-01-13)Nov 21, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Other adviserderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address