ALAMO ADVISORS, LP
Adviser information for ALAMO ADVISORS, LP last updated from Form ADV on February 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 908 | $3.5B |
| Total | 908 | $3.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 75 | $41.0M |
| HNW Individuals | 106 | $3.0B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 13 | $464.9M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-79870 |
|---|---|
| SEC ERA File Number | 801-79870 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 122290 |
| Legal Entity Identifier | None |
Principal Office
4114 POND HILLSUITE 201
SAN ANTONIO
TX
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 210-404-2211, Fax: 210-490-0331
Websites
Chief Compliance Officer
ROBERT JOHNSON
PARTNER
4114 POND HILL
SUITE 201
SAN ANTONIO
TX
United States
Tel:
210-404-2211
Fax:
210-490-0331
B***@****************M
(Full email address available in API data)
Regulatory Contact
DANIEL PETERSON
PARTNER
4114 POND HILL
SUITE 201
SAN ANTONIO
TX
United States
Tel:
210-404-2211
Fax:
210-490-0331
D***@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JOHNSON, ROBERT, NORMAN | Individual | – | LIMITED PARTNER & CHIEF COMPLIANCE OFFICER | 07/2002 | 50-75% |
| PETERSON, DANIEL, WILLIAM | Individual | – | LIMITED PARTNER | 07/2002 | 10-25% |
| WILLIAMS, JOHN, KELLY | Individual | – | LIMITED PARTNER | 07/2002 | 5-10% |
| GARZA, ANGELA, MAE | Individual | – | LIMITED PARTNER | 07/2002 | 5-10% |
| RNJ MANAGEMENT, LLC | Domestic Entity | – | GENERAL PARTNER | 07/2002 | < 5% |
| JOHNSON, ROBERT, NORMAN | Individual | RNJ MANAGEMENT, LLC | PRESIDENT | 07/2002 | > 75% |
| RUSSELL, WILLIAM, MASON | Individual | – | LIMITED PARTNER | 11/2004 | 5-10% |
| VASQUEZ, DAVID, RENE | Individual | – | LIMITED PARTNER | 01/2022 | 5-10% |
| RIZZO, JOHN, JOSEPH | Individual | – | LIMITED PARTNER | 01/2023 | 5-10% |