Business Context and Reporting Period
This filing is a Form 13F-HR (Holdings Report) submitted by AlTi Global, Inc., an institutional investment manager, for the quarter ended March 31, 2025. The report was signed on May 15, 2025, by Colleen Graham, General Counsel. AlTi Global, Inc. operates as a combination reporting manager, sharing investment discretion with other entities such as TIG Advisors, LLC, though those entities file separate reports.
Key Financial Metrics
As a Form 13F filing, this document discloses equity holdings rather than the operating financial performance (revenue, profit, cash flow) of AlTi Global, Inc. itself. The following metrics relate to the reported portfolio:
- Total Reported Value: $3,814,929,332
- Total Number of Holdings: 617 entries
- Number of Other Included Managers: 1 (Tiedemann Advisors, LLC)
The filing does not provide data on AlTi Global, Inc.'s revenue, profit margins, debt, or liquidity.
Material Changes
The filing text provided does not contain comparative data for the prior period (December 31, 2024) or a summary of material changes in holdings. Therefore, specific increases or decreases in portfolio value or composition cannot be determined from this document alone.
Guidance, Outlook, and Risks
Form 13F filings are historical disclosures of holdings and do not contain management guidance, future outlook, or risk factors regarding the manager's operations. The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total value of $3.81 billion against the sum of individual Schedule 13F holdings to ensure data integrity.
- Confirm the relationship and shared discretion status with TIG Advisors, LLC and Tiedemann Advisors, LLC to understand the full scope of managed assets.
- Review the specific Schedule 13F tables (not included in this summary text) to analyze sector concentration and top 10 holdings.
- Note that this report covers only equity securities; it excludes derivatives, fixed income, or cash positions.