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AlTi Global, Inc. — Investor Relations & Filings

Listed IPO Jan 2023
Ticker · ALTI ISIN · KYG192761230 LEI · 25490060ASU5X85RAX65 US Financial and insurance activities
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Filings indexed 540 across all filing types
Latest filing 2026-07-02 Board/Management Inform…
Country US United States of America
Listing US ALTI

About AlTi Global, Inc.

https://alti-global.com/

AlTi Global, Inc. is a global wealth and asset management firm that provides comprehensive financial solutions to a diverse clientele, including entrepreneurs, multi-generational families, and institutions. The company specializes in creating customized, high-performing strategies and solutions. Core services include investment advisory, management of alternative assets, estate planning, governance, philanthropy, and a range of family office services. AlTi focuses on helping clients manage their capital to achieve personal and long-term objectives, emphasizing purpose and legacy beyond simple wealth management.

Recent filings

Filing Released Lang Actions
8-K
Board/Management Information Classification · 100% confidence The document is a Form 8-K Current Report filed with the SEC, dated July 1, 2026, by AlTi Global, Inc. The key content includes amendments to the Executive Employment and Restrictive Covenant Agreement for the COO and a new Interim CEO employment agreement, detailing changes in management employment terms. There are no financial statements or comprehensive financial data provided that would correspond to an Annual or Interim Report. The primary focus is on changes in senior management employment terms and contracts. This fits the definition of Announcement of changes in the company's board of directors or senior management, which corresponds to Board/Management Information (Code: MANG). The report includes details and references to employment agreements and titles. The document length (4750 characters) supports detailed management info rather than a brief announcement or certification. Therefore, the most appropriate classification is MANG.
2026-07-02 English
S-3
Capital/Financing Update Classification · 95% confidence The document is a Form S-3 Registration Statement filed with the SEC under the Securities Act of 1933 by AlTi Global, Inc. It is a detailed registration statement including a preliminary prospectus for resale of shares by selling securityholders. The document is not a financial report such as an Annual Report or Quarterly Report, nor does it contain earnings data or board changes. It is distinct from announcements or presentations, focusing instead on securities registration details and offering information. This fits the category of a Capital/Financing Update because it deals with registration of securities offerings and related capital markets activity. Therefore, the appropriate classification is CAP (Capital/Financing Update) with high confidence due to the detailed nature and primary focus on securities registration and resale prospectus.
2026-06-30 English
8-K
Board/Management Information Classification · 98% confidence The document is a Form 8-K Current Report filed pursuant to the Securities Exchange Act of 1934. It details the departure of the current Chief Financial Officer and appointment of a new CFO, including information about compensation and background of the new CFO. The document primarily announces management changes, which fall under the category of board/management information. It does not contain financial statements or a full management discussion and analysis. There is no indication that this is an audit report, an earnings release, or other report types. Therefore, the most appropriate classification is Board/Management Information (MANG). The document length is 6249 characters, which is typical for an 8-K report with such content.
2026-06-25 English
8-K
Declaration of Voting Results & Voting Rights Announcements Classification · 95% confidence The document is a Form 8-K SEC filing dated June 17, 2026, reporting the submission of matters to a vote of stockholders at the 2026 Annual Meeting. It contains detailed voting results on proposals, including election of directors and ratification of the independent auditor. This clearly fits the definition of Declaration of Voting Results & Voting Rights Announcements (DVA), which includes official results from shareholder votes at general meetings. The document is about announcing voting outcomes, not presenting the annual report, proxy solicitation, or board changes themselves. Given the detailed vote breakdown tables and the nature of the 8-K item 5.07, the appropriate classification is DVA with high confidence.
2026-06-18 English
DEFA14A
Proxy Solicitation & Information Statement
2026-05-29 English
10-K - AlTi Global, Inc. (0001838615) (Filer)
Annual Report FY 2025
2026-03-31 English

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