AlTi Global, Inc.
AlTi Global, Inc. (Nasdaq: ALTI) operates as a global wealth and investment partner serving families, foundations, and institutions seeking to activate capital with clarity and structure across borders and generations. The company's website is www.alti-global.com. From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What AlTi Global, Inc. does
In the company’s own words
AlTi Global, Inc. (Nasdaq: ALTI) operates as a global wealth and investment partner serving families, foundations, and institutions seeking to activate capital with clarity and structure across borders and generations. The company's website is www.alti-global.com.
AlTi manages or advises approximately $93.1 billion in combined assets as of December 31, 2025, with approximately 490 professionals operating across 19 cities in 9 countries spanning three continents. The company operates as a single reportable segment following the disposal of its International Real Estate business in the third quarter of 2025.
The core business encompasses comprehensive wealth management and investment advisory services delivered through several integrated offerings. Investment management and advisory services form the foundation, with the company diversifying client portfolios across risk factors, geographies, and asset classes including private equity, private credit, hedge funds, real estate, and infrastructure. The company provides trust services primarily from Delaware, family office services including bookkeeping, foundation management, and financial reporting, and estate and wealth planning services. Impact Investing capabilities span multiple asset classes and represent a significant growth area with $5.0 billion in impact-invested assets as of year-end 2025.
The alternatives platform generates incremental revenue through one internally managed fund and stakes in three externally-managed funds. The TIG Arbitrage event-driven strategy manages approximately $1.8 billion in assets, while external strategic managers in real estate bridge lending, European equities, and Asian credit strategies collectively manage approximately $5.5 billion in assets.
Revenue streams comprise four primary categories: management fees representing 82 percent of annual revenue, performance or incentive fees, distributions from investments, and other transaction-based fees. Management fees are calculated as a percentage of client assets under management or advisement and provide recurring, predictable revenue underpinned by a 96 percent client retention rate since 2021.
AlTi was formed through the combination of Tiedemann Wealth Management founded in 1999, the TIG Entities established in 1980, and Alvarium established in 2009. The company maintains strategic partnerships with Allianz and Constellation, which invested up to $450 million combined to accelerate growth and expand global capabilities. The company targets ultra-high net worth individuals, families, single-family offices, foundations, and endowments globally.
Company details
- Sector
- Financials
- Industry
- Banks & Brokers
- Headquarters
- NEW YORK, NY
- Fiscal year end
- December
- CIK
- 1838615
- SIC
- 6282
Financial performance, year by year
Fiscal 2021–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns AlTi Global, Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · AlTi Global, Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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