Single Family OfficeRIA · CRD 132406SEC-Registered

Updated:

GLOBAL FINANCIAL ADVISOR I, LP

GLOBAL FINANCIAL ADVISOR I, LP is an SEC-registered investment adviser in LEWISVILLE, TX. The firm manages approximately $35 million in regulatory assets.

GLOBAL FINANCIAL ADVISOR I, LP

GLOBAL FINANCIAL ADVISOR I, LP is an SEC-registered investment adviser in LEWISVILLE, TX. The firm manages approximately $35 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Is GLOBAL FINANCIAL ADVISOR I, LP a single-family office?

The limited partnership structure and complete absence of public presence suggest it serves a single family and does not solicit external capital. Single-family offices commonly use naming conventions like this to maintain privacy while conducting investment activities.

Does the firm disclose its assets under management?

No. GLOBAL FINANCIAL ADVISOR I, LP has not published an AUM figure, and no regulatory filings containing that information have been identified.

Who runs investment decisions at the firm?

No named principals — including a CEO, CIO, or managing member — appear in public records, news reports, or professional networks for this entity.

What investment types does the firm target?

The firm's strategy is not disclosed. Without a website, deal announcements, or SEC filings, it is not possible to confirm whether it pursues direct investments, fund commitments, co-investments, or public securities.

Where does the underlying wealth come from?

The wealth origin is not publicly disclosed. The firm's name offers no indication of the source industry, family name, or geography of the capital.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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