Alm First Financial Advisors LLC
● SEC registered since 2000CRD 108561SEC# 801-57980Dallas, TX
Ranks #216 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$76.17B
Fund GAV
$42M
Private funds
3
Employees
23
Accounts
189
Location
Dallas, TX
Alm First Financial Advisors LLC assets under management
Alm First Financial Advisors LLC is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2000. It reports $76.2 billion in regulatory assets under management and employs 23 people. Alm First Financial Advisors LLC manages 3 private funds with combined gross assets of $42 million, including Aacuc Cda Fund I, LLC. By regulatory assets, it ranks 216 of 6,004 private fund managers.
Alm First Financial Advisors LLC private funds
3 funds · $42M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Aacuc Cda Fund I, LLC | Liquidity | $42M | $1M |
| Alm First Enhanced Equity Fund, LLC | Other Private | — | $500K |
| Alm First Absolute Return Fund, LLC | Liquidity | — | $500K |
Alm First Financial Advisors LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alm First Group, LLC Control | Member | Over 75% | 2018 |
| Emily More Hollis Control | Managing Partner, Ceo | Under 5% | 2001 |
| Jason William Haley Control | Chief Investment Officer And President | Under 5% | 2020 |
See all 14 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Alm First Financial Advisors LLC manage?
Alm First Financial Advisors LLC reports $76.2 billion in regulatory assets under management on its Form ADV.
How many private funds does Alm First Financial Advisors LLC manage?
Alm First Financial Advisors LLC manages 3 private funds with combined gross assets of $42 million.
How many employees does Alm First Financial Advisors LLC have?
Alm First Financial Advisors LLC reports 23 employees.
Where is Alm First Financial Advisors LLC located?
Alm First Financial Advisors LLC is based in Dallas, TX and has been SEC-registered since 2000.
Does Alm First Financial Advisors LLC disclose fund performance?
Alm First Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3800 Maple Avenue, Ste. 600, Dallas, TX 75219 |
| Phone | 800-752-4628 |
| Fax | 469-372-1316 |
| Office hours | 8-5 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$76.17B▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 2%
Larger than 98% of 16,271 advisers
AUM vs fund managersTop 4%
Larger than 96% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$76.17Bregulatory AUM
Discretionary $2.31BNon-discretionary $73.87B
Fund type mix
Liquidity2
Other Private1
Service providers
Auditor
Prime broker
Custodian
Administrator