ALTRUIST LLC

Latest filing: May 20, 2025 (72 days ago)

AUM

$0
0% change vs. 1 year ago
-100% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

444
58% change vs. 1 year ago
383% change vs. 3 years ago
7300% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

CULVER CITY, CA
3030 S. LA CIENEGA BLVD, CULVER CITY, CA, UNITED STATES, 90232

Client AUM

Discretion AUM
Discretionary $0.0
Non-Discretionary $0.0
Total $0.0
Client AUM
Retail $0.0
Pooled $0.0
Institutional $0.0
Total $0.0
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
ALTRUIST FINANCIAL LLC $0.0 broker-dealer 299274

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

4 active

Name Title
BAHADORI, MAZI, [NMN] CEO AND CCO
GREALISH, ADAM, THOMAS HEAD OF INVESTMENT PRODUCTS & GM, ADVISORY

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $0.0 $0.0 0% 444 0 0%
2025-04-21 $0.0 $0.0 0% 444 0 0%
2024-04-02 $0.0 $0.0 0% 281 163 58%
2023-04-04 $0.0 $0.0 0% 111 333 300%
2022-04-01 $0.0 $0.0 -100% 92 352 383%
2021-04-05 $0.0 $0.0 -100% 92 352 383%
2020-04-01 $0.0 $0.0 0% 6 438 7300%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
CA, AK-02/04/2020, AL-02/04/2020, AR-02/04/2020, AZ-02/04/2020, CA-02/04/2020, CO-02/04/2020, CT-02/04/2020, DC-02/04/2020, DE-02/04/2020, FL-02/04/2020, GA-02/04/2020, HI-02/04/2020, IA-02/04/2020, ID-02/04/2020, IL-02/06/2020, IN-02/04/2020, KS-02/04/2020, KY-02/04/2020, LA-02/04/2020, MA-02/04/2020, MD-02/04/2020, ME-02/04/2020, MI-02/04/2020, MN-02/04/2020, MO-02/04/2020, MS-02/04/2020, MT-02/04/2020, NC-02/04/2020, ND-02/04/2020, NE-02/04/2020, NH-02/04/2020, NJ-02/28/2020, NM-02/04/2020, NV-02/04/2020, NY-02/04/2020, OH-02/04/2020, OK-02/04/2020, OR-02/04/2020, PA-02/04/2020, PR-02/04/2020, RI-02/04/2020, SC-02/04/2020, SD-02/04/2020, TN-02/04/2020, TX-02/04/2020, UT-02/04/2020, VA-02/04/2020, VI-02/04/2020, VT-02/04/2020, WA-02/04/2020, WI-02/04/2020, WV-02/04/2020, WY-02/04/2020
ADVISER ACTIVITIES
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV