Salient Partners, L.P. ("Salient") is a real asset and alternative investment firm that offers a suite of strategies focused on energy and infrastructure, real estate and tactical alternative investments. Institutions and investment advisors turn to Salient to build smarter, more efficient portfolios. Strategies are offered in the form of open- and closed-end funds and separately managed accounts. Salient was founded in 2002 and has offices in Houston and San Francisco.
Company profile
Ticker
SMM
Exchange
CEO
Gregory Reid
Employees
Incorporated
Location
Fiscal year end
SEC CIK
Corporate docs
SMM stock data
Latest filings (excl ownership)
425
Business combination disclosure
14 Sep 22
25-NSE
Exchange delisting
12 Sep 22
425
Business combination disclosure
8 Sep 22
425
Business combination disclosure
1 Sep 22
425
Business combination disclosure
30 Aug 22
425
Business combination disclosure
17 Aug 22
N-PX
Annual report of proxy voting record
10 Aug 22
425
Business combination disclosure
4 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
4 Aug 22
425
Business combination disclosure
28 Jun 22
Latest ownership filings
SC 13G/A
CSS LLC/IL
31 Oct 22
NPORT-P
Salient Midstream & MLP Fund (Aug 2022 report)
17 Oct 22
4
JONATHAN P CARROLL
14 Sep 22
SC 13G
CSS LLC/IL
9 Sep 22
4
Boaz Weinstein
15 Aug 22
SC 13D/A
Saba Capital Management, L.P.
5 Aug 22
NPORT-P
Salient Midstream & MLP Fund (May 2022 report)
28 Jul 22
SC 13G/A
FIRST TRUST PORTFOLIOS LP
6 Jul 22
4
Boaz Weinstein
1 Jul 22
4
Boaz Weinstein
16 Jun 22
Institutional ownership, Q3 2022
34.0% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 2 |
Opened positions | 0 |
Closed positions | 41 |
Increased positions | 0 |
Reduced positions | 0 |
13F shares | Current |
---|---|
Total value | 48.61 mm |
Total shares | 6.03 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Saba Capital Management | 4.22 mm | $34.91 mm |
First Trust Portfolios | 1.81 mm | $13.70 mm |
CSS | 0.00 | $0.00 |