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 calendar quarter ended December 31, 2025, and was signed on February 13, 2026. 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: $4,663,986,539
- Total Number of Holdings Entries: 719
- Number of Other Included Managers: 1 (Tiedemann Advisors, LLC)
The filing does not provide data on Alti Global, Inc.'s own revenue, profit margins, debt, or liquidity.
Material Changes
The filing text does not provide comparative data for the prior period (e.g., Q3 2025) to calculate material changes in holdings value or composition. The document lists the current holdings snapshot but lacks the historical context required to analyze trends or significant shifts in the portfolio.
Guidance, Outlook, and Risks
Form 13F filings are statutory disclosures of equity positions and do not contain management commentary, forward-looking guidance, or risk factors regarding the investment manager's business operations. The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Important Facts for Investors to Verify
- Portfolio Scope: Verify that the reported value ($4.66 billion) represents the total assets under management or only the specific equity portion subject to 13F reporting.
- Shared Discretion: Confirm the specific allocation of assets between Alti Global, Inc. and the included manager, Tiedemann Advisors, LLC, as the report aggregates their holdings.
- Holdings Detail: The summary page lists 719 entries; investors should review the full Schedule 13F to identify specific top positions and sector concentrations.
- Reporting Date: Note that the report covers the period ending December 31, 2025, with a filing date in early 2026.