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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 2025-05-12 Interim / Quarterly Rep…
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
10-Q
Interim / Quarterly Report Q1 2025
2025-05-12 English
8-K
M&A Activity Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a current report used to announce major events. The key content is the announcement of the completion of an acquisition (Kontora Family Office GmbH) and a press release attached as an exhibit. There are no financial statements or detailed financial data included, only a brief event disclosure and reference to a press release. This fits the category of M&A Activity announcements rather than a full merger filing or tender offer document. The document length is short (3290 characters), and it is a direct announcement of a transaction event, not a full report or detailed financial disclosure. Therefore, the appropriate classification is M&A Activity (TAR).
2025-05-02 English
ARS
Annual Report
2025-04-29 English
DEFA14A
Proxy Solicitation & Information Statement Classification · 95% confidence The document is a Schedule 14A Proxy Statement filed pursuant to Section 14(a) of the Securities Act of 1934. It includes details about the upcoming Annual Meeting, voting instructions, and proposals such as election of directors, appointment of auditors, and stock incentive plan amendments. The document is titled 'Definitive Additional Materials' related to the proxy statement and contains no financial statements or detailed financial analysis. It is primarily a solicitation of shareholder votes and information about the meeting agenda. Therefore, it fits the category of Proxy Solicitation & Information Statement (PSI). The document length is under 5,000 characters, but it contains substantive proxy materials rather than just an announcement, so it is not an RPA or RNS. Hence, the correct classification is PSI with high confidence.
2025-04-29 English
2025 PROXY STATEMENT
Proxy Solicitation & Information Statement
2025-04-29 English
Director's Dealing 2025
Director's Dealing
2025-04-22 English

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