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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.
Overview
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
RIA
Frequently asked questions
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.
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