ALTRUVISTA LLC
CRD #154576 SEC #801-108289 HOUSTON, TX 713-581-2440
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
--
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $302.4M | $292.4M | $10M | 4 | 50 |
| Feb 2023 | $272.8M | $265.5M | $7.3M | 7 | 50 |
| Mar 2022 | $238.6M | $234.8M | $3.8M | 11 | 20 |
| Dec 2021 | $190.6M | $184.2M | $6.4M | 10 | 8 |
| Aug 2021 | $190.6M | $184.2M | $6.4M | 10 | 8 |
| Mar 2021 | $190.6M | $184.2M | $6.4M | 10 | 8 |
| Jun 2020 | $166.9M | $166.9M | $0 | 10 | 3 |
| Mar 2020 | $166.9M | $166.9M | $0 | 10 | 3 |
| Mar 2019 | $197.1M | $197.1M | $0 | 8 | 2 |
| Mar 2018 | $178.3M | $178.3M | $0 | 5 | 0 |
| Jun 2017 | $153M | $143M | $10M | 6 | 26 |
| Mar 2017 | $153M | $143M | $10M | 7 | 26 |
| Sep 2016 | $122.7M | $104.4M | $18.3M | 6 | 26 |
| Sep 2016 | $122.7M | $104.4M | $18.3M | 6 | 26 |
| Aug 2016 | $122.7M | $104.4M | $18.3M | 6 | 26 |
DateMar 2024
Total AUM$302.4M
Discretionary$292.4M
Non-Disc.$10M
Employees4
Clients50
DateFeb 2023
Total AUM$272.8M
Discretionary$265.5M
Non-Disc.$7.3M
Employees7
Clients50
DateMar 2022
Total AUM$238.6M
Discretionary$234.8M
Non-Disc.$3.8M
Employees11
Clients20
DateDec 2021
Total AUM$190.6M
Discretionary$184.2M
Non-Disc.$6.4M
Employees10
Clients8
DateAug 2021
Total AUM$190.6M
Discretionary$184.2M
Non-Disc.$6.4M
Employees10
Clients8
DateMar 2021
Total AUM$190.6M
Discretionary$184.2M
Non-Disc.$6.4M
Employees10
Clients8
DateJun 2020
Total AUM$166.9M
Discretionary$166.9M
Non-Disc.$0
Employees10
Clients3
DateMar 2020
Total AUM$166.9M
Discretionary$166.9M
Non-Disc.$0
Employees10
Clients3
DateMar 2019
Total AUM$197.1M
Discretionary$197.1M
Non-Disc.$0
Employees8
Clients2
DateMar 2018
Total AUM$178.3M
Discretionary$178.3M
Non-Disc.$0
Employees5
Clients0
DateJun 2017
Total AUM$153M
Discretionary$143M
Non-Disc.$10M
Employees6
Clients26
DateMar 2017
Total AUM$153M
Discretionary$143M
Non-Disc.$10M
Employees7
Clients26
DateSep 2016
Total AUM$122.7M
Discretionary$104.4M
Non-Disc.$18.3M
Employees6
Clients26
DateSep 2016
Total AUM$122.7M
Discretionary$104.4M
Non-Disc.$18.3M
Employees6
Clients26
DateAug 2016
Total AUM$122.7M
Discretionary$104.4M
Non-Disc.$18.3M
Employees6
Clients26