The ALM FIRST FINANCIAL ADVISORS LLC is a privately held investment adviser that advises $76.17Bn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. ALM FIRST FINANCIAL ADVISORS LLC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 45.78% over the last 5-years.
The Group has been registered with the SEC for 25.87 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 3800 MAPLE AVENUE STE. 600, DALLAS, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 23 employees comprised of 10 investment and 13 non-investment staff. The total number of Employees increased by 64.29% over the last 5-years.
Their $76.17Bn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 158 other accounts. Assets of Banking of Thrift Institutions clients own $74.58Bn or 97.91% of Total Assets and Insurance Companies own $1.51Bn or 1.99% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, Multi Strat and Long/Short Equity, representing 100%, 0% and 0% of total assets, respectively.
They advise 4 types of clients, top clients are Banking of Thrift Institutions and Insurance Companies.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
ALM FIRST FINANCIAL ADVISORS LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.