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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Alm First Financial Advisors LLC
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|---|---|
| CRD # | 108561 |
| SEC # | 801-57980 |
| CIK # | 0001950054 |
| AUM | $68.9 B (2025-03-31) |
| Employees | 23 (43% Investors, 0% Brokers) |
| Phone | 800-752-4628 |
| Address | 3800 Maple Avenue Dallas, TX 75219 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Graniteshares Gold Trust | 7.2 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| LF | Aacuc CDA Fund I LLC | 2025-03-31 | 28.9 |
| 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) | 1 | 0.1 |
| (c) Banking or thrift institutions | 156 | 67.8 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 1.0 |
| (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 | 160 | 68.9 |
| By Discretionary | ||
| Discretionary | 49 | 1.8 |
| Non-Discretionary | 111 | 67.1 |
| Total | 160 | 68.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 68.9 | |
| Total | 160 | 68.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001950054] |
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|---|---|---|
|
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121.7 | |
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Morgan Stanley Institutional Investment Advisors LLC
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