Salient Advisors, L.p.

Salient Advisors, L.P. is an SEC-registered investment adviser based in Dallas, Texas, established in 2002. The firm primarily offers investment advisory services to the Westwood Broadmark Tactical Plus Fund, focusing on a diversified portfolio of U.S. and non-U.S. equity securities, futures, options, and ETFs. The firm is also registered as a Commodity Pool Operator with the CFTC and a member of the NFA. Salient Advisors, L.P. has discretionary assets under management of $72,290,877 as of 12/31/2024. The firm is compensated through management fees based on the Fund's average daily net assets. There is no stated minimum client investment amount, but individual investors in the Fund are subject to a minimum investment requirement. The firm operates under a Code of Ethics ensuring ethical conduct and fiduciary duty. Salient Advisors, L.P. does not charge performance-based fees and provides advisory services to registered investment companies. The firm's investment strategies focus on identifying undervalued securities and managing downside volatility. The Adviser has no disciplinary events to disclose and does not have custody of client assets. The firm exercises investment discretion and votes proxies for client securities. Clients can request the firm's Proxy Voting Policies and Procedures and proxy voting record. Salient Advisors, L.P. does not require payment of fees in advance exceeding $1200 and has no financial conditions impairing its ability to meet obligations.