Salient Partners Overview

  • Year Founded
  • 2002

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 105

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 5

  • Investments
  • 6

Salient Partners General Information

Description

Operator of a real asset and alternative investment firm focused on energy and infrastructure, real estate and tactical alternative investments. The company offers tactical equity alternatives, asset management as well as advisory and consultative services, helping clients build a smart, efficient and diversified portfolio.

Contact Information

Formerly Known As
Salient Partners and Pinnacle Trust
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Corporate Office
  • 244 California Street
  • Suite 200
  • San Francisco, CA 94111
  • United States
Primary Industry
Asset Management
Corporate Office
  • 244 California Street
  • Suite 200
  • San Francisco, CA 94111
  • United States

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Salient Partners Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Salient Partners Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Operator of a real asset and alternative investment firm focused on energy and infrastructure, real estate and tactical
Asset Management
San Francisco, CA
105 As of 2022

Scottsdale, AZ
 

Austin, TX
 
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Salient Partners Competitors (8)

One of Salient Partners’s 8 competitors is Osaic, a Private Equity-Backed company based in Scottsdale, AZ.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Osaic Private Equity-Backed Scottsdale, AZ
Obra Capital Private Equity-Backed Austin, TX
Woodbury Financial Services Corporate Backed or Acquired Oakdale, MN
Securities America Corporate Backed or Acquired La Vista, NE
Frontier Investment Management Private Equity-Backed Dallas, TX
You’re viewing 5 of 8 competitors. Get the full list »

Salient Partners Patents

Salient Partners Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20110078066-A1 Consolidated sales, marketing, and customer support system for financial products Active 20-Jun-2008
US-8423449-B2 Consolidated sales, marketing, and customer support system for financial products Inactive 20-Jun-2008
US-20110004569-A1 Automated and consolidated financial planning and services Inactive 26-Feb-2008 G06Q40/06

Salient Partners Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

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Salient Partners Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Salient Partners Investments & Acquisitions (6)

Salient Partners’s most recent deal was a PIPE with Heliogen. The deal was made on 30-Dec-2021.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Heliogen 30-Dec-2021 PIPE Alternative Energy Equipment
Forward Management 09-Jun-2015 Buyout/LBO Asset Management
Teton Strategic Investments 10-Dec-2013 Merger/Acquisition Other Commercial Services
Altera Infrastructure 10-Nov-2011 PIPE Energy Infrastructure
RDG Capital 02-Dec-2010 Merger/Acquisition Asset Management
You’re viewing 5 of 6 investments and acquisitions. Get the full list »

Salient Partners Exits (3)

Salient Partners’s most recent exit was on 30-Dec-2021 from Heliogen. The exit was categorized as with 4 buyers.

Company Name Exit Date Exit Type Exit Size Status Buyers
Heliogen 30-Dec-2021 Completed
  • 4 buyers
Altera Infrastructure 10-Nov-2011 Completed
  • 4 buyers
ONEOK PIPE Completed
  • 5 buyers
To view Salient Partners’s complete exits history, request access »

Affiliates

Subsidiaries (1)

Name Industry Location Year Founded
Forward Management San Francisco, CA 1998

Salient Partners FAQs

  • When was Salient Partners founded?

    Salient Partners was founded in 2002.

  • Where is Salient Partners headquartered?

    Salient Partners is headquartered in San Francisco, CA.

  • What is the size of Salient Partners?

    Salient Partners has 105 total employees.

  • What industry is Salient Partners in?

    Salient Partners’s primary industry is Asset Management.

  • Is Salient Partners a private or public company?

    Salient Partners is a Private company.

  • What is the current valuation of Salient Partners?

    The current valuation of Salient Partners is .

  • What is Salient Partners’s current revenue?

    The current revenue for Salient Partners is .

  • How much funding has Salient Partners raised over time?

    Salient Partners has raised $1.25M.

  • Who are Salient Partners’s investors?

    Summit Partners has invested in Salient Partners.

  • Who are Salient Partners’s competitors?

    Osaic, Obra Capital, Woodbury Financial Services, Securities America, and Frontier Investment Management are some of the 8 competitors of Salient Partners.

  • When was Salient Partners acquired?

    Salient Partners was acquired on 18-Nov-2022.

  • Who acquired Salient Partners?

    Salient Partners was acquired by Westwood Holdings Group.

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