ALM First Group Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 1995

Year Founded

  • Professionals
  • 90

Professionals

  • AUM

ALM First Group General Information

Description

ALM First Group is a wealth management firm based in Dallas, Texas. Established in 1995, the firm offers a broad range of financial advisory services, including hedging, mergers and acquisitions advisory, and strategic communications, to banks and credit unions. The assets of the firm are managed by the executive management team.

Contact Information

Website
www.almfirst.com
Formerly Known As
Strategic Investment Advisors
Year Founded
1995
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Founder, Board Member & Chief Executive Officer
Email
em
Phone
+1 (800)
Corporate Office
  • 3800 Maple Avenue
  • Suite 600
  • Dallas, TX 75219
  • United States
+1 (800)

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ALM First Group Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

ALM First Group Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

ALM First Group Affiliates

Subsidiaries (4)

Name Industry Location Year Founded
ALM First Analytics Dallas, TX 2019
ALM First Advisors Dallas, TX 2019
ALM First Financial Advisors Dallas, TX 1996
Detalus (Institutional Fixed Income Line of Business) MO

ALM First Group FAQs

  • When was ALM First Group founded?

    ALM First Group was founded in 1995.

  • Where is ALM First Group headquartered?

    ALM First Group is headquartered in Dallas, TX.

  • How many Assets Under Management (AUM) does ALM First Group have?

    ALM First Group has in assets under management.

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