ALTRUVISTA LLC
Adviser information for ALTRUVISTA LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 266 | $292.4M |
| Non-Discretionary | 2 | $10.0M |
| Total | 268 | $302.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 36 | $41.5M |
| HNW Individuals | 31 | $255.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $5.1M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $4,147 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 50 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-108289 |
|---|---|
| SEC ERA File Number | 801-108289 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 154576 |
| Legal Entity Identifier | None |
Principal Office
3555 TIMMONS LANESUITE 915
HOUSTON
TX
United States
Monday - Friday, 8:30 TO 5:00
Tel: 713-581-2440, Fax: 713-581-2441
Chief Compliance Officer
ALI NASSER
MANAGING MEMBER/CEO
3555 TIMMONS LANE
SUITE 915
HOUSTON
TX
United States
Tel:
713-581-2440
Fax:
713-581-2441
A******@*******************M
(Full email address available in API data)
Regulatory Contact
DANA JOHNSON
OPERATIONS MANAGER
3555 TIMMONS LANE
SUITE 915
HOUSTON
TX
United States
Tel:
713-581-2440
Fax:
713-581-2441
A****@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NASSER, ALI, ABBAS | Individual | – | MANAGING MEMBER/CCO | 08/2009 | > 75% |