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Alamo Advisors, LP

● SEC registered since 2014CRD 122290SEC# 801-79870San Antonio, TX
Export (members)
Reg. AUM
$3.87B
Employees
15
Accounts
984
Location
San Antonio, TX

Alamo Advisors, LP assets under management

Alamo Advisors, LP operates as an SEC-registered investment adviser based in San Antonio, TX. The firm has been registered since 2014. It reports $3.9 billion in regulatory assets under management and employs 15 people.

Alamo Advisors, LP owners & executives

9 reported
NameTitleOwnershipSince
Angela Mae GarzaLimited Partner5-10%2002
Daniel William PetersonLimited Partner10-25%2002
David Rene VasquezLimited Partner5-10%2022
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Frequently asked questions

How much does Alamo Advisors, LP manage?

Alamo Advisors, LP reports $3.9 billion in regulatory assets under management on its Form ADV.

How many employees does Alamo Advisors, LP have?

Alamo Advisors, LP reports 15 employees.

Where is Alamo Advisors, LP located?

Alamo Advisors, LP is based in San Antonio, TX and has been SEC-registered since 2014.

Does Alamo Advisors, LP disclose fund performance?

Alamo Advisors, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4114 Pond Hill, Suite 201, San Antonio, TX 78231
Phone210-404-2211
Fax210-490-0331
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$3.87B▲ 2%
Mar '25 — $3.78BApr '25 — $3.78BMay '25 — $3.78BJun '25 — $3.78BJul '25 — $3.78BAug '25 — $3.78BSep '25 — $3.78BOct '25 — $3.78BNov '25 — $3.78BDec '25 — $3.78BJan '26 — $3.78BFeb '26 — $3.78BMar '26 — $3.87BApr '26 — $3.87BMay '26 — $3.87BJun '26 — $3.87B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers

Assets under management

$3.87Bregulatory AUM
Discretionary $0Non-discretionary $3.87B