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ALTRUIST LLC
CRD 299398File 801-117757
APPROVED
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
Not reported
Discretionary AUM
Not reported
Clients
614
Not reported accounts
Employees
348
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Dec 5, 2019
- Principal office
- 3030 S. LA CIENEGA BLVD, CULVER CITY, CA, 90232
- Phone
- 888-510-4660
- Website
- https://altruist.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- Not reported
- Discretionary AUM
- Not reported
- Non-discretionary AUM
- Not reported
- Discretionary accounts
- Not reported
- Non-discretionary accounts
- Not reported
- Total accounts
- Not reported
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 614 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — MOD MP PLAT FEE TO UNAFF RIA MOD MP ONBRD & MAINT FEE MOD PRVDRS
Advisory activities
- Other advisory activities
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 |
|---|---|---|---|---|
| Aug 12, 2026 | AUM | $0 | — | |
| Aug 12, 2026 | Accounts | 0 | — | |
| Apr 1, 2026 | Employees | 444 | 348 | decreased by96 |
| Apr 1, 2026 | Clients | 516 | 614 | increased by98 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 108 | 444 | increased by336 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 176 | 516 | increased by340 |
| Oct 1, 2022 | Employees | 91 | 108 | increased by17 |
| Oct 1, 2022 | Clients | 170 | 176 | increased by6 |
| Jul 1, 2022 | Employees | 210 | 91 | decreased by119 |
| Jul 1, 2022 | Clients | 137 | 170 | increased by33 |
| May 1, 2022 | Employees | 92 | 210 | increased by118 |
| May 1, 2022 | Clients | 171 | 137 | decreased by34 |
| May 1, 2022 | AUM | $1,909,796 | $0 | decreased by$1,909,796 |
| May 1, 2022 | Accounts | 124 | 0 | decreased by124 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALTRUIST” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALTRUIST” 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.