Nimesh Patel is a control person of Altruist Advisors and directly owns under 5% of it.
Altruist Advisors is an investment adviser based in Culver City, CA, registered with the SEC since 2026. It provides financial planning. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $190 million, as filed on 24 September 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7023019
- Firm
- Altruist Advisors · CRD 340784
- Role
- CEO
- In role since
- February 2026 · under a year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Culver City, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Nimesh Patel work?
Nimesh Patel has been CEO of Altruist Advisors LLC since February 2026, and is a control person of the firm.
How can I verify Nimesh Patel’s record?
Nimesh Patel’s role is listed on Altruist Advisors LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 340784.