$3.9B Total AUM
$0 Disc. AUM
6.4% 3Y CAGR
15 Employees
242 ADV. Clients
24 yrs Firm Age
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- Custodian
- Northern Trust ยท RBC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2002
- Office Locations
- 1
Office Locations
4114 Pond Hill Suite 201 SAN Antonio TX
About Alamo Advisors, LP
Alamo Advisors, LP is a SAN Antonio-based RIA. The firm has been operating for 24 years. Managing $3.9B in total assets under management, with 7 advisory representatives. They custody assets with Northern Trust and RBC.
Team overview
-- AVG AGE
$552.5M AVG AUM / ADVISOR
$16.0M AVG AUM / CLIENT
20.1 yrs AVG TENURE
15 Employees
7 Advisory Reps
3 RIA Reps
24yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
R
ROBERT NORMAN JOHNSON
Chief Compliance Officer, Limited Partner, PARTNER
- CRD
- #4525810
- Ownership
- 50% but less than 75%
Available
Available
Available
D
DANIEL WILLIAM PETERSON
Limited Partner
- CRD
- #4527851
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,867,222,474 | $3,930,104 |
| Total | $3,867,222,474 | $3,930,104 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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