Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Alti Global, Inc., an institutional investment manager, for the quarter ended June 30, 2026. The report was signed on August 5, 2026, by Colleen Graham, General Counsel. The filing is a 13F Combination Report, indicating that Alti Global, Inc. shares investment discretion with other managers, specifically Tiedemann Advisors, LLC, whose holdings are included in this report.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the operating financial performance (revenue, profit, cash flow) of Alti Global, Inc. itself. The filing provides the following aggregate data regarding the reported portfolio:
- Total Value of Reported Holdings: $4,838,371,126
- Total Number of Holdings Entries: 811
- Number of Other Included Managers: 1 (Tiedemann Advisors, LLC)
The filing text does not provide data on Alti Global, Inc.'s revenue, profit margins, debt, or liquidity, as these are not required disclosures for Form 13F.
Material Changes and Portfolio Composition
The filing lists 811 individual equity positions held by the reporting manager and the included manager. The document does not provide a comparative table of holdings from the prior quarter (March 31, 2026) to explicitly quantify material changes in specific positions or total portfolio value. The report confirms that Alti Global, Inc. may share investment discretion with TIG Advisors, LLC and certain TIG Funds, though those entities file separate reports.
Guidance, Risks, and Contingencies
Form 13F filings do not contain management guidance, outlook, or risk factors regarding the reporting manager's business operations. The filing includes a standard disclaimer stating that the SEC has not reviewed the information for accuracy or completeness. No unusual items or contingencies are disclosed in this specific document.
Key Facts for Investor Verification
- Verify the total reported portfolio value of approximately $4.84 billion against the firm's total assets under management (AUM) to understand the scope of reported equity exposure.
- Confirm the relationship with Tiedemann Advisors, LLC, as their holdings are aggregated into this report, potentially obscuring Alti Global's direct discretionary holdings.
- Note that this filing covers only equity securities; it does not disclose holdings in derivatives, fixed income, or cash equivalents.
- Review the separate 13F filings for TIG Advisors, LLC to avoid double-counting assets if analyzing the broader investment ecosystem.