Latest revenue
$73.1M
as of 2026-03-31
Latest net income
$7.7M
as of 2026-03-31
Net margin
10.5%
as of 2026-03-31
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Investment Advice (67 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.
Community sentiment
Where do you think ALTI is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $128.5M
- Enterprise value
- $103.8M
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- 0.21×
- Dividend yield
- 0.0%
- 52-wk high
- $5.45
- 52-wk low
- $2.96
- Beta
- —
- Shares out
- 43.1M
5-year trend
What this company does
AlTi Global, Inc. Consolidated Statement of Financial Position (Dollars in Thousands, except share data)As of December 31, 2025As of December 31, 2024 Assets Cash and cash equivalents$41,158 $64,417 Fees receivable, net (includes $9,535 and $888 of related party receivables, respectively) 65,571 30,220 Investments at fair value144,196 148,674 Equity method investments138 20,403 Intangible assets, net of accumulated amortization436,157 469,563 Goodwill385,966 377,842 Operating lease right-of-use assets46,686 50,436 Deferred tax asset, net130 21,445 Other assets, net56,446 50,388 Assets of discontinued operations— 22,445 Total assets$1,176,448 $1,255,833 Liabilities Accounts payable and…
AI summary unavailable — showing raw filing excerpt
Generated from ALTI's filing dated 2026-03-31
Key risks
Table of Contents AlTi Global, Inc. Consolidated Statement of Operations For the Year Ended (Dollars in Thousands)December 31, 2025December 31, 2024December 31, 2023 Revenue Management/advisory fees$198,410 $182,599 $160,785 Incentive fees34,708 3,256 42,674 Distributions from investments20,837 12,304 17,185 Other income/fees1,001 231 501 Total revenue254,956 198,390 221,145 Operating Expenses Compensation and employee benefits189,793 156,122 169,191 Systems, technology and telephone19,207 18,434 15,073 Sales, distribution and marketing3,994 3,099 1,894 Occupancy costs13,814 14,305 11,710 Professional fees47,798 35,949 45,433 Travel and entertainment3,663 4,750 5,098 Depreciation and…
AI summary unavailable — showing raw filing excerpt
Generated from ALTI's filing dated 2026-03-31
Profitability
Operating margin
-29.0%
30.9%Net margin
-46.9%
5.7%Return on equity
-19.9%
27.5%Return on assets
-10.2%
24.0%Leverage
Debt / equity
0.96×
5.8%Long-term debt / equity
0.00×
Debt / assets
49.0%
3.0%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $73.1M | +28.1% | $7.7M | +303.4% | 10.5% |
Q4 2025 2025-12-31 | $87.5M | +59.5% | $-15.0M | +81.5% | -17.2% |
Q3 2025 2025-09-30 | $57.2M | +10.5% | $-84.1M | -85.8% | -147.0% |
Q2 2025 2025-06-30 | $53.1M | +7.4% | $-22.5M | -274.6% | -42.3% |
Q1 2025 2025-03-31 | $57.1M | +12.3% | $1.9M | -93.5% | 3.3% |
Q4 2024 2024-12-31 | $54.9M | — | $-81.1M | — | -147.8% |
Q3 2024 2024-09-30 | $51.8M | +7.5% | $-45.3M | +49.0% | -87.4% |
Q2 2024 2024-06-30 | $49.5M | -3.6% | $-6.0M | +76.3% | -12.1% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Investment Advice · SIC 6282
Your notes
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Insider activity
Insider buying
$0
Insider selling
$0
Net activity
+$0
Distinct insiders
0
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value |
|---|
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns ALTI
Institutional value
$98.5M
Total shares held
27.2M
Distinct holders
40
-35 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | Allianz SE | 21.7M | $78.6M | +865.3K (+4.2%) | Added |
| 2 | BlackRock, Inc. | 2.6M | $9.6M | -38.9K (-1.4%) | Trimmed |
| 3 | AlTi Global, Inc. | 773.2K | $2.8M | -7 (-0.0%) | Trimmed |
| 4 | Yorkville Advisors Global, LP | 773.0K | $2.8M | +123.8K (+19.1%) | Added |
| 5 | BOKF, NA | 357.5K | $1.3M | -29.8K (-7.7%) | Trimmed |
| 6 | UBS Group AG | 169.3K | $612.9K | -20.5K (-10.8%) | Trimmed |
| 7 | NewEdge Wealth, LLC | 122.4K | $443.1K | +2.5K (+2.1%) | Added |
| 8 | Summit Trail Advisors, LLC | 101.0K | $365.8K | +0 (+0.0%) | No change |
| 9 | Bank of New York Mellon Corp | 98.8K | $357.7K | -371 (-0.4%) | Trimmed |
| 10 | DIMENSIONAL FUND ADVISORS LP | 97.7K | $353.6K | +30.9K (+46.2%) | Added |
| 11 | Nuveen, LLC | 52.1K | $188.5K | +0 (+0.0%) | No change |
| 12 | Granite FO LLC | 38.9K | $140.7K | +19.4K (+100.0%) | Added |
| 13 | Invesco Ltd. | 38.8K | $140.5K | -1.0K (-2.6%) | Trimmed |
| 14 | DEUTSCHE BANK AG\ | 36.9K | $133.7K | +6.9K (+23.0%) | Added |
| 15 | RHUMBLINE ADVISERS | 31.3K | $113.5K | -657 (-2.1%) | Trimmed |
| 16 | SIMON QUICK ADVISORS, LLC | 25.9K | $93.9K | — | New |
| 17 | JANE STREET GROUP, LLC | 25.5K | $92.2K | -29.0K (-53.2%) | Trimmed |
| 18 | FLPUTNAM INVESTMENT MANAGEMENT CO | 25.0K | $90.5K | +0 (+0.0%) | No change |
| 19 | JPMORGAN CHASE & CO | 17.6K | $63.3K | -12.3K (-41.1%) | Trimmed |
| 20 | WELLS FARGO & COMPANY/MN | 16.4K | $59.2K | -32.2K (-66.3%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once ALTI's latest filing finishes processing.
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