Altruist Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 614
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 348
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | 614 | $0 | — |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bahadori, Mazi, [Nmn] | Ceo | Dec 2018 (8y) | Less than 5% | |
| Grealish, Adam, Thomas | Head Of Investment Products & Gm, Advisory | Dec 2022 (4y) | Less than 5% | |
| Vaughn, La Salle, Roger | Cco | Sep 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Altruist Corp. | Member | Oct 2018 | A | 75% or more |
| Venrock Associates Viii, L.P. | Shareholder | Sep 2018 | B | ≈ 18.75% – 50% via Altruist Corp. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Venrock Associates Viii, L.P.: 25% – 50% of Altruist Corp. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 977 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • MOD MP PLAT FEE TO UNAFF RIA MOD MP ONBRD & MAINT FEE MOD PRVDRS
Services
- • Other services
Custody
Reported custodians
- Apex Clearing $1.2M (65% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗