Alamo Advisors, LP (San Antonio)

Name: Alamo Advisors, LP
Address: 4114 Pond Hill, San Antonio, TX, 78231
Telephone: 210-404-2211

Alamo Advisors, LP is a large advisory firm based in San Antonio. It manages $3 billion of regulatory assets for 804 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Texas.

Alamo Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Alamo Advisors: assets under management

The assets under management (AUM) of Alamo Advisors, LP is $3 billion. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in exchange traded securities the most. They account for 55% of the total AUM. The second-largest asset type is state and local bonds, which make up 27% of the firm’s portfolio. Investments in government bonds form 8% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Alamo Advisors, LP for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Alamo Advisors serves?

The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Alamo Advisors is high net worth individuals with 169 clients and $2.75 billion of assets under management. Among the 6 most similar advisory firms, Alamo Advisors has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $3 billion for 207 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Alamo Advisors doesn't advise any private funds.

Careers at Alamo Advisors, LP

The company employs 10 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Norman Johnson	Limited partner & chief compliance officer	1 Jul 2002	50% - 75%	4525810
Daniel William Peterson	Limited partner	1 Jul 2002	Other	4527851
John Kelly Williams	Limited partner	1 Jul 2002	Other	4572257
Angela Mae Garza	Limited partner	1 Jul 2002	Other	4572258
Llc Rnj Management	General partner	1 Jul 2002	Other	xxx-xx-xxxx
Daniel W. Peterson	Partner	1 Jul 2002	Other	4527851
William Mason Russell	Limited partner	1 Nov 2004	Other	5298514

Based in San Antonio

The principal office where Alamo Advisors, LP performs its advisory services is located at 4114 Pond Hill, San Antonio, TX 78231, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 210-404-2211 or by fax 210-490-0331. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at alamoadvisors.com.