Business Context and Reporting Period
This filing is a Form 13F-HR (Holdings Report) submitted by Alti Global, Inc. for the quarter ended March 31, 2026. The report was signed on May 7, 2026, by Colleen Graham, General Counsel. Alti Global, Inc. operates as an institutional investment manager and may share investment discretion with TIG Advisors, LLC and certain TIG Funds, though those entities file separate reports.
Key Financial Metrics
As a Form 13F filing, this document discloses equity holdings rather than the company's own operational financials (revenue, profit, cash flow, or debt). The following metrics relate to the portfolio managed by Alti Global, Inc.:
- Total Portfolio Value: $4,599,841,351
- Total Number of Holdings: 709 entries
- Reporting Scope: Combination Report (includes holdings reported by Alti Global and one other manager).
Material Changes and Portfolio Composition
The filing indicates a 13F Combination Report, meaning a portion of the holdings are reported by other managers. The report includes one other included manager: Tiedemann Advisors, LLC (Form 13F File No. 028-13688). The text does not provide specific data on changes in holdings volume or value compared to the prior quarter, nor does it list specific securities bought or sold.
Guidance, Outlook, and Risks
This filing type does not contain management guidance, future outlook, or operational risk commentary. The document includes a standard SEC disclaimer stating that the Commission has not reviewed the information for accuracy or completeness. No unusual items or contingencies are disclosed in the provided text.
Key Facts for Investor Verification
- Verify the total portfolio value of approximately $4.6 billion against the specific holdings schedule (not included in this summary text).
- Confirm the split of assets between Alti Global, Inc. and the co-reporting manager, Tiedemann Advisors, LLC.
- Note that this report covers equity holdings only and does not reflect the financial health of Alti Global, Inc. as an operating entity.
- Check the full 13F schedule for the 709 individual security positions to understand sector exposure.