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.

Advisor moves

Arrivals at Salient Advisors, L.P.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Gregory Allen ReidForward Management, LLC asset managerSalient Advisors, L.P. asset managerOtherNov 21, 2022Aug 23, 2018
Michelle Cisneros RuchSalient Capital Advisors, LLC otherSalient Advisors, L.P. otherOtherNov 18, 2022Jul 18, 2011
William Kane EnszerCypress Creek Partners asset managerSalient Advisors, L.P. otherOtherMar 1, 2021Jun 24, 2010
William Robinson WagnerCypress Creek Partners asset managerSalient Advisors, L.P. otherOtherMar 1, 2021May 13, 2013
Erik OrosUBS Financial Services Inc. wirehouseSalient Advisors, L.P. otherOtherMar 25, 2013Mar 18, 2013
John Eric CaseyCypress Creek Partners otherSalient Advisors, L.P. otherOtherNov 14, 2011Feb 2, 2011
Fred Leckie WilliamsGhe Advisers, L.P. otherSalient Advisors, L.P. otherOtherOct 5, 2011Jun 4, 2009
John BabnikAllspring Funds Management, LLC otherSalient Advisors, L.P. otherOtherJan 28, 2011Feb 2, 2011
J Matthew NewtownHitherlane Partners, LLC unclassifiedSalient Advisors, L.P. otherOtherDec 4, 2002Feb 20, 2003 (78 d)
Arthur Haag ShermanHitherlane Partners, LLC unclassifiedSalient Advisors, L.P. otherOtherSep 18, 2002Sep 13, 2002
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10 moves match.