Business Context and Reporting Period
This filing is a Form 13F-HR (Holdings Report) submitted by Alti Global, Inc., an institutional investment manager. The report covers the quarter ended September 30, 2025, and was signed on November 5, 2025. The filing is a "13F Combination Report," indicating that while Alti Global reports a portion of its holdings here, other managers also report holdings for this entity. The report includes holdings for one other included manager: Tiedemann Advisors, LLC.
Key Financial Metrics
As a Form 13F filing, this document discloses equity holdings rather than the operating financial performance of Alti Global, Inc. itself. Consequently, revenue, profit, cash flow, margins, debt, and liquidity metrics for the firm are not provided in this text.
| Metric | Value |
|---|---|
| Total Value of Reported Holdings | $4,262,619,696 |
| Total Number of Holdings Entries | 683 |
| Number of Other Included Managers | 1 |
Material Changes
The filing text provided does not contain comparative data from the prior period (June 30, 2025) or a summary of material changes in holdings. Therefore, no analysis of increases, decreases, or new positions can be derived from this specific text.
Guidance, Outlook, and Risks
This filing type does not include management commentary, forward-looking guidance, or risk factors regarding the firm's operations. The text notes that Alti Global, Inc. may be deemed to share investment discretion with TIG Advisors, LLC and certain TIG Funds; however, those entities file separate Form 13F reports. The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total reported value of $4.26 billion against the firm's total assets under management (AUM) to understand the scope of reported equity exposure.
- Confirm the specific holdings reported by the other included manager, Tiedemann Advisors, LLC, to ensure full portfolio visibility.
- Review separate Form 13F filings for TIG Advisors, LLC to account for any shared investment discretion not captured in this specific report.
- Note that this report covers only equity securities; it does not disclose fixed income, derivatives, or cash positions.