2 bookkeeping events (roster, classification and holdings changes) folded below
Show 2 bookkeeping events
First seen by DFX
Sep 12, 2026
date not stated
Alamo Advisors LP named as in-care-of on Shiner Beers Foundation ($214,037 in assets)
First seen by DFX
Sep 12, 2026
date not stated
Alamo Advisors LP: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (on the Form ADV roster (CRD 122290, RIA) with no family office signal on its own filing: a wealth adviser by Item 5.D, not an office)
Provenance
Graph
Family Offices
Canonical id
dfx:fo:cfb873a4-4d9f-4f99-8bf3-ec152161aa5e
First observed
n/a
Last observed
n/a : not yet measured
Resolution
Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.