| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Aacuc Cda Fund I, LLC | Liquidity | $28.9M | $1M |
| 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 | Under 5% | 2020 |
Alm First Financial Advisors LLC reports $68.9 billion in regulatory assets under management on its Form ADV.
Alm First Financial Advisors LLC manages 1 private funds with combined gross assets of $28.9 million.
Alm First Financial Advisors LLC reports 23 employees.
Alm First Financial Advisors LLC is based in Dallas, TX and has been SEC-registered since 2000.
Alm First Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3800 Maple Avenue, Ste. 600, Dallas, TX 75219 |
| Phone | 800-752-4628 |
| Fax | 469-372-1316 |
| Office hours | 5-Aug |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.82B |
| Non-discretionary | $67.06B |
| Total (RAUM) | $68.88B |