Altruist LLC
Firm details
- Headquarters
- Culver City, California
- CRD number
- 299398
- Registered since
- December 5, 2019
- Website
- altruist.com
- Fee structure
- Other
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Mazi Bahadori
Chief Operating Officer and Chief Compliance OfficerCRD 5749453
Contacts
1 of 1
Adam Grealish
Head of InvestmentsCRD 5037590
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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