ALTRUIST LLC

RIASEC RegisteredEst. 2019
Total AUM
Avg account
$0
Accounts
0
Employees
348
Advisory reps
2

Firm details

Headquarters
CULVER CITY, California
CRD number
299398
Registered since
December 5, 2019
Fee structure
Other

Firm profile

FINTRX

Overview

Altruist LLC is a limited liability company that registered with the SEC in 2019 and reports a client base classified as institutional. The firm is listed as an unclassified adviser and does not identify itself as a capital allocator. Regulatory filings show it is affiliated with a broker-dealer. Altruist does not identify as an active ESG investor, is not registered as a multi-state or newly formed adviser for purposes of that designation, and does not act as a pension consultant or related adviser. The firm’s fee structure is reported as “other,” suggesting non-standard pricing arrangements rather than a simple AUM or commission-only model. Given the recorded asset base and account counts, Altruist appears to operate with a compact footprint, providing advisory services that include both liquid mutual fund exposures and allocations to external alternative managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MAZI BAHADORI

    Chief Compliance Officer and Vice President OperationsCRD 5749453

Contacts

1 of 1
  • Adam Grealish

    Head of InvestmentsCRD 5037590

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

CULVER CITY, CA

LOS ANGELES

Location

CULVER CITY, CA

Headquartered in CULVER CITY, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
3030 S Lane Cienega Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth