Alamo Advisors, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in San Antonio, TX. Its latest Form ADV filing, dated March 8, 2026, reports $3.9B in regulatory assets under management, 15 employees, and 984 accounts.
Assets Under Management
$3.9B
Employees
15
Offices
--
Total Clients
242
Primary office
SAN ANTONIO, TX
4114 POND HILL, SUITE 201, SAN ANTONIO, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 95.5% of total clients.
Top client categories% of clientsClients
1
HNWI
95.5%
231
2
Charitable
4.5%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.9Bas of March 8, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$3.9B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.9B
Total Accounts984
10Y AUM Change+$1.6B (+67.5%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee16:1
10Y Employee Change+5 (+50.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.