ALTRUIST LLC
Adviser information for ALTRUIST LLC last updated from Form ADV on March 30th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 281 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 147 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 309 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 3999 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | LICENSED THIRD-PARTY MODELS; TAX MANAGEMENT FEATURES; ADVISORY SERVICES TO UNAFFILIATED RIAS, I.E. ALTRUIST GENERATED MODELS |
|---|---|
| Compensation | MOD MP PLAT FEE TO UNAFF RIA MOD MP ONBRD & MAINT FEE MOD PRVDRS |
Identifiers
| SEC RIA File Number | 801-117757 |
|---|---|
| SEC ERA File Number | 801-117757 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 299398 |
| Legal Entity Identifier | None |
Principal Office
3030 S. LA CIENEGA BLVDCULVER CITY
CA
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 888-510-4660, Fax: None
Chief Compliance Officer
MAZI BAHADORI
CEO
3030 S. LA CIENEGA BLVD
CULVER CITY
CA
United States
Tel:
313-509-7310
M********@***********M
(Full email address available in API data)
Regulatory Contact
3030 S. LA CIENEGA BLVD
CULVER CITY
CA
United States
C*********@***********M
(Full email address available in API data)
Industry Affiliates
| ALTRUIST FINANCIAL LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BAHADORI, MAZI, [NMN] | Individual | – | CEO AND CCO | 12/2018 | < 5% |
| ALTRUIST CORP. | Domestic Entity | – | MEMBER | 10/2018 | > 75% |
| VENROCK ASSOCIATES VIII, L.P. | Domestic Entity | ALTRUIST CORP. | SHAREHOLDER | 09/2018 | 25-50% |
| Grealish, Adam, Thomas | Individual | – | HEAD OF INVESTMENT PRODUCTS & GM, ADVISORY | 12/2022 | < 5% |