SALIENT ADVISORS, L.P.
C45
CRD 122833·SEC 801-61449·DALLAS, TX
AUM
$61.8M
$25M-$100M
Est. Revenue
$618K
@ 1% on AUM
Est. EBITDA
$185K
@ 30% margin
Est. Deal Value
$1.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $56.5M
'21 · $67.0M
'22 · $69.3M
'23 · $71.5M
'25 · $72.3M
'26 · $61.8M
'20'26
$56.5M → $61.8M▲ +9%
Operations
Advisory staff (5-yr trend)
'20 · 10 advisors
'21 · 8 advisors
'22 · 7 advisors
'23 · 6 advisors
'25 · 76 advisors
'26 · 68 advisors
'20'26
10 advisors → 68 advisors▲ +580%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (13)
Everything else we've pulled for this record, not yet curated into a section.