# GLOBAL FINANCIAL ADVISOR I, LP

GLOBAL FINANCIAL ADVISOR I, LP is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 132406
- **SEC file number:** 801-63434
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132406

## About

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.

## 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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Last updated: 2026-07-06T01:24:17.407Z

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