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HUMAN INTEREST ADVISORS LLC
CRD 269875File 801-100429
APPROVED
Retail clients
Custody
Filing as of Jul 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$8.10B
Top 10% of cohort (national)
Discretionary AUM
$8.10B
Clients
831,446
762,032 accounts
Employees
6
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 25, 2015
- Principal office
- 655 MONTGOMERY ST., SUITE 1800, SAN FRANCISCO, CA, 94111
- Phone
- (855) 622-7824
- Website
- https://humaninterest.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.10B
- Discretionary AUM
- $8.10B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 762,032
- Non-discretionary accounts
- 0
- Total accounts
- 762,032
- AUM per client
- $10K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 184 | $267.8M |
| Pension and profit sharing plans | 38,389 | $0 |
| Individuals (other than high net worth individuals) | 792,873 | $7.84B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 5 | 6 | increased by1 |
| Feb 1, 2026 | Clients | 765,024 | 831,446 | increased by66,422 |
| Feb 1, 2026 | AUM | $6,906,593,129 | $8,104,649,569 | increased by$1,198,056,440 |
| Feb 1, 2026 | Accounts | 730,829 | 762,032 | increased by31,203 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 607,299 | 765,024 | increased by157,725 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $6,609,808,319 | $6,906,593,129 | increased by$296,784,810 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 582,676 | 730,829 | increased by148,153 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 5 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5,864 | 607,299 | increased by601,435 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,916,211,475 | $6,609,808,319 | increased by$4,693,596,844 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5,864 | 582,676 | increased by576,812 |
| Apr 1, 2022 | Employees | 269 | 13 | decreased by256 |
| Apr 1, 2022 | Clients | 3,064 | 5,864 | increased by2,800 |
| Apr 1, 2022 | AUM | $1,085,821,213 | $1,916,211,475 | increased by$830,390,262 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HUMAN INTEREST” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HUMAN INTEREST” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.