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Gregory Reid

Westwood Management CORP
35 Years of Experience
Houston, TX
1 DisclosureBroker
View SEC Summary
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Gregory Reid is a registered investment advisor at Westwood Management CORP, based in Houston, TX, with 35 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing. Their firm serves 247 clients with $12B in assets under management.

Westwood Management CORP
Compensation
Fee-Only (% of Portfolio)
Firm Size
14 advisors
Number of Clients
247 clients
Average Client Portfolio
$50.4M average
Assets Under Management
$12.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.75%
$25.0M - $50.0M0.65%
$50M+0.50%

Fees vary significantly by strategy. The schedule shown reflects general rates for equity and tactical strategies. Minimum investments typically range from $1 million to $50 million depending on the strategy.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10000 Memorial Drive, Suite 650, Houston, TX, 77024

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2005
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gregory is the President of Real Assets at Westwood Management Corp., a full-time position. He is also the General Partner and Sole Member of RDG Capital Management LLC, dedicating a few hours per week to management activities.

Employment History
Current Registrations
Westwood Management CORP
May 2023 - Present · 3 yrs 5 mos
Salient Advisors, L.P.
August 2018 - Present · 8 yrs 2 mos
The Salient Zarvona Energy Fund GP, L.P.
August 2015 - Present · 11 yrs 2 mos
Salient Capital L.P.Broker
August 2011 - Present · 15 yrs 2 mos
Previous Registrations
Forward Management, LLC
August 2018 - November 2022 · 4 yrs 3 mos
Endowment Advisers, L.P.
August 2018 - March 2021 · 2 yrs 7 mos
Forward Securities, LLCBroker
July 2018 - June 2023 · 4 yrs 11 mos
Salient Private Client, LLC
August 2017 - July 2018 · 11 mos
Rdg Capital Management LLC
January 2011 - March 2015 · 4 yrs 2 mos
Salient Capital Advisors, LLC
June 2010 - November 2022 · 12 yrs 5 mos
Telemus Investment Management, LLC
November 2008 - July 2010 · 1 yr 8 mos
Telemus Investment Brokers, LLCBroker
May 2007 - July 2010 · 3 yrs 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 1997 - May 2007 · 9 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1997 - May 2007 · 9 yrs 10 mos
Goldman, Sachs & CO.Broker
September 1991 - August 1997 · 5 yrs 11 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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