Altruistic Advisor LLC

Overview

Altruistic Advisor LLC is a small, independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines a percentage-of-assets-under-management component with fixed fees, which suits both ongoing advisory relationships and project-based planning work. Investment activity is centered on pooled public vehicles — mutual funds and other public funds make up the largest share of client portfolios — but the firm also uses external alternative managers, including hedge funds. Altruistic Advisor LLC is not positioned as a capital allocator and does not identify as an active ESG investor. Given its client focus and size, the firm appears to lean toward straightforward, manager-driven implementations rather than running large in-house strategies.

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Location & Offices