|
⚲
|
| Alamo Advisors LP
✚
| |
|---|---|
| CRD # | 122290 |
| SEC # | 801-79870 |
| CIK # | |
| AUM | $3.5 BB (2024-02-12) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 210-404-2211 |
| Address | 4114 Pond Hill San Antonio, TX 78231 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 0.0 |
| (b) Individuals (high net worth individuals) | 106 | 3.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 13 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 908 | 3.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 908 | 3.5 |
| Total | 908 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 908 | 3.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
IPG Investment Advisors LLC
✚
|
CA | 3.5 |
|
Carlson Capital Management LLC
✚
|
MN | 3.5 |
|
Nordwand Advisors LLC
✚
|
PA | 3.5 |
|
Strategic Wealth Partners Group LLC
✚
|
IL | 3.5 |
|
LaSalle St Investment Advisors LLC
✚
|
IL | 3.5 |
|
Texas Yale Capital Corp
✚
|
FL | 3.5 |
|
Pine Ridge Advisers LLC
✚
|
NY | 3.5 |
|
Fortigent LLC
✚
|
SC | 3.5 |
|
Human Interest Advisors LLC
✚
|
CA | 3.4 |
|
Sand Hill Global Advisors LLC
✚
|
CA | 3.4 |