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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 2025-03-17 Annual Report
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-K
Annual Report FY 2024
2025-03-17 English
8-K
Investor Presentation Classification · 95% confidence The document is a Form 8-K Current Report filed with the SEC, dated March 13, 2025. The key content is the furnishing of an updated investor presentation attached as Exhibit 99.1. The text explicitly states that the investor presentation is attached and available on the company's website. The document length is 3650 characters, which is relatively short and consistent with an announcement rather than a full report. The main purpose is to disclose the updated investor presentation, not to provide detailed financial statements or analysis. According to the classification rules, when a document primarily announces or attaches an investor presentation, it should be classified as Investor Presentation (IP). Therefore, the filing type code is IP with high confidence.
2025-03-13 English
FORM 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 that shareholders should know about. The text specifically describes an acquisition agreement by AlTi Global, Inc. to acquire Kontora Family Office GmbH, including details about the transaction and expected closing. It includes a press release as an exhibit and is signed by the CEO. The document does not contain full financial statements or detailed financial analysis but is an announcement of a significant corporate event related to M&A activity. Therefore, the appropriate classification is M&A Activity (TAR). The document length is 4103 characters, which is typical for an 8-K announcement rather than a full report.
2025-03-06 English
FORM 3
Director's Dealing
2025-03-04 English
FORM 8-K
Board/Management Information Classification · 100% confidence The document is a Form 8-K filed with the SEC, dated February 24, 2025, reporting the appointment of a new Chief Financial Officer and the departure of the previous CFO. The content focuses on management changes, including details of the new CFO's employment terms and compensation. There are no financial statements or quarterly/yearly financial results presented. The primary subject is the change in senior management, which aligns with the Board/Management Information category. The document length is 7216 characters, sufficient to contain substantive information about the management change rather than a brief announcement. Therefore, the appropriate classification is MANG (Board/Management Information).
2025-02-26 English
Director's Dealing 2025
Director's Dealing
2025-02-22 English

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