|
⚲
|
| Altruvista LLC
✚
|
|
|---|---|
| CRD # | 154576 |
| SEC # | 801-108289 |
| CIK # | |
| AUM | $272.8 MM (2023-02-24) |
| Employees | 7 (71% Investors, 29% Brokers) |
| Phone | 713-581-2440 |
| Address | 3555 Timmons Lane Houston, TX 77027 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 33.1 |
| (b) Individuals (high net worth individuals) | 32 | 236.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 3.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 257 | 272.8 |
| By Discretionary | ||
| Discretionary | 254 | 265.5 |
| Non-Discretionary | 3 | 7.3 |
| Total | 257 | 272.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.8 | |
| Total | 257 | 272.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Strategy Marketplace LLC
✚
|
FL | 0.3 |
|
Taylor Financial Group Inc
✚
|
VA | 0.3 |
|
Ballast Capital Advisors LLC
✚
|
IA | 0.3 |
|
Intrepid Financial Planning Group LLC
✚
|
IN | 0.3 |
|
Cascade Investment Advisors Inc
✚
|
OR | 0.3 |
|
Seabird Financial Corporation
✚
|
CA | 0.3 |
|
Trinity Wealth Management LLC
✚
|
OH | 0.3 |
|
Atlas Capital Management Corp
✚
|
IN | 0.3 |
|
Lexington Research and Capital Group LLC
✚
|
AR | 0.3 |
|
ZRC Wealth Management LLC
✚
|
CA | 0.3 |