Alm First Financial Advisors

Asset Manager SEC-registered adviser

Legal name: Alm First Financial Advisors LLC

Dallas, TX Website LinkedIn X

AUM

$76.2B
Regulatory AUM

Private funds

3
Liquidity 2 · Other 1

Private fund assets

$42.0M
Gross asset value

Employees

23

Last Form D raise

—

From SEC Form ADV filing (filed Mar 30, 2026). View on SEC

People(8)

Owners and executive officers named on the firm's SEC Form ADV.

E
F
Platform Director, Alm First Group
J
Chief Investment Officer and President
J
Rambler Director, Alm First Group
T
Managing Member, Alm First Group

Funds(3)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Aacuc Cda Fund I, LLCLiquidity$42.0M———
Alm First Enhanced Equity Fund, LLCOther————
Alm First Absolute Return Fund, LLCLiquidity————

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
108561
SEC file number
801-57980

Sources