AdvisorCensus / Financial advisors / Texas / Houston / Altruvista LLC
Altruvista LLC
Filed as ALTRUVISTA LLC
Altruvista LLC is a state-registered investment advisory firm in Houston, TX, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated October 27, 2025.
Quick answers
From the filingHow is Altruvista LLC compensated?
On its Form ADV (Item 5.E, October 2026), Altruvista LLC reports these compensation arrangements: other.
Where is Altruvista LLC located?
Altruvista LLC's principal office is in Houston, TX, according to its Form ADV.
Is Altruvista LLC registered with the SEC or a state?
Altruvista LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 154576.
How have Altruvista LLC's assets and staff changed since 2021?
In the Form ADV data for Altruvista LLC: Regulatory assets under management: $190,556,035 in the October 2021 data and $302,416,107 in the October 2024 data, up 59%. Total employees: 10 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does Altruvista LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154576
What changed in Altruvista LLC's recent Form ADV filings?
In the January 2026 filing data: No longer registered or notice-filed in LA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DNot reported.
A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Other
Registration and firm details
Items 1, 2, 5- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2025 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 1 | October 27, 2025 |
| October 2025 | Not reported | 1 | May 5, 2025 |
| October 2024 | $302,416,107 | 4 | March 29, 2024 |
| October 2023 | $272,771,101 | 7 | February 24, 2023 |
| October 2022 | $238,590,233 | 11 | March 18, 2022 |
| October 2021 | $190,556,035 | 10 | August 20, 2021 |
Regulatory assets under management: $190,556,035 in the October 2021 data and $302,416,107 in the October 2024 data, up 59%.
Total employees: 10 in October 2021 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- January 2026
- No longer registered or notice-filed in LA.
- December 2025
- Employees performing advisory functions went from 0 to 1.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Altruvista LLC (CRD 154576): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/altruvista-llc-houston-tx-154576