Altruvista Llc (Houston)
Altruvista Llc Is a Large Advisory Firm Based in Houston. It Manages $197.06 Million of Regulatory Assets for 227 Client Accounts. It Has Been Registered with...
Altruvista LLC is a large advisory firm based in Houston. It manages $197.06 million of regulatory assets for 227 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Texas.
Altruvista provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
Altruvista: assets under management
The assets under management (AUM) of Altruvista LLC is $197.06 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $197.06 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $868.11 thousand each.
Altruvista has custody of $47.84 million in cash and securities for 23 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in investment and business development companies the most. They account for 90% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 7% of the firm’s portfolio. Investments in exchange traded securities form 3% of the total invested assets.
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