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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Alamo Advisors LP
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| CRD # | 122290 |
| SEC # | 801-79870 |
| CIK # | |
| AUM | $3.8 B (2025-03-14) |
| Employees | 14 (43% Investors, 0% Brokers) |
| Phone | 210-404-2211 |
| Address | 4114 Pond Hill San Antonio, TX 78231 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 207 | 3.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 218 | 3.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 218 | 3.8 |
| Total | 218 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 218 | 3.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Salem Investment Counselors Inc
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|
NC | 3.8 |
|
Nordwand Advisors LLC
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|
PA | 3.8 |
|
Azimuth Capital Investment Management LLC
✚
|
MI | 3.8 |
|
IPG Investment Advisors LLC
✚
|
CA | 3.8 |
|
Carlson Capital Management LLC
✚
|
MN | 3.8 |
|
Southstate Advisory Inc
✚
|
SC | 3.8 |
|
Greenspring Advisors LLC
✚
|
MD | 3.8 |
|
Essex Financial Services Inc
✚
|
CT | 3.8 |
|
Security Capital Research & Management Incorporated
✚
|
IL | 3.8 |
|
Journey Strategic Wealth LLC
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|
NJ | 3.8 |