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|
| Keyboard |
| Alamo Advisors LP
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|---|---|
| CRD # | 122290 |
| SEC # | 801-79870 |
| CIK # | |
| AUM | 3,867.2 M (2026-03-08) |
| Employees | 15 (47% 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) | 231 | 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 | 0.6 |
| (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 | 984 | 3.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 984 | 3.9 |
| Total | 984 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 984 | 3.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealthcare Capital Management LLC
✚
|
VA | 3,928.7 M |
|
Atalanta Sosnoff Management LLC
✚
|
NY | 3,913.9 M |
|
Clinton Investment Management LLC
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|
CT | 3,906.7 M |
|
Johnson Sterling Inc
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|
AL | 3,901.5 M |
|
Ancora Private Wealth Advisors LLC
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|
OH | 3,899.6 M |
|
Two West Capital Advisors LLC
✚
|
KS | 3,888.3 M |
|
BFC Planning Inc
✚
|
IA | 3,841.2 M |
|
Highland Capital Management LLC
✚
|
TN | 3,833.4 M |
|
G W Henssler & Associates Ltd
✚
|
GA | 3,814.5 M |
|
Miller Howard Investments Inc
✚
|
NY | 3,810.8 M |