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 December 31, 2024. The report was signed on February 14, 2025, by Colleen Graham, General Counsel. Alti Global, Inc. operates as a combination reporting manager, meaning a portion of its holdings are reported in this document while other holdings are reported by separate managers.
Key Financial Metrics
As a Form 13F filing, this document discloses equity holdings rather than the operating financial performance (revenue, profit, cash flow) of the manager itself. The following portfolio metrics are reported:
- Total Value of Reported Holdings: $4,143,681,486
- Total Number of Holdings Entries: 655
- Number of Other Included Managers: 1 (Tiedemann Advisors, LLC)
The filing does not provide data on the manager's revenue, profit margins, debt, or liquidity.
Material Changes and Disclosures
The filing text does not provide a comparative analysis of holdings versus the prior period (September 30, 2024) or detail specific material changes in position sizes. The report lists 30 other institutional investment managers with whom Alti Global, Inc. may share investment discretion, including 3Edge Asset Management, LP, Aperio Group, LLC, and Boston Trust Walden Co. However, the text explicitly states that TIG Advisors, LLC and certain TIG Funds file separate Form 13Fs and are not included in this specific report's holdings data.
Guidance, Outlook, and Risks
This filing contains no management commentary, forward-looking guidance, or outlook regarding future investment strategies. The document includes a standard SEC disclaimer stating that the Commission has not reviewed the information for accuracy or completeness. No specific risks, contingencies, or unusual items are detailed in the provided text beyond the standard regulatory warnings.
Investor Verification Checklist
- Verify the total reported value of $4.14 billion against the sum of individual Schedule 13F holdings (not provided in this text summary).
- Confirm the scope of the "Combination Report" to understand which specific accounts are excluded and reported by the 30 listed other managers.
- Review the separate Form 13F filings for TIG Advisors, LLC to obtain a complete picture of Alti Global's total managed assets under shared discretion.
- Check the specific holdings list (Schedule 13F) to identify top 10 positions and sector concentration, as the summary text only provides aggregate counts.