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ALTI
AlTi Global, Inc.
3.69
2 x 2.70
2 x 4.63
bid
ask
+
0.08
2.22%
2 @ 04:00 PM
3.69 +0.00 (0.00%)
Ytd-20.47%
1y-8.44%
3.57
day range
3.75
2.75
52 week range
5.45
Open3.62Prev Close3.61Low3.57High3.75Mkt Cap559.47M
Vol128.05KAvg Vol211.92KEPS-1.24P/EN/AForward P/E7.82
Beta0.65Short Ratio5.73Inst. Own9.59%DividendN/ADiv YieldN/A
Ex Div DateN/AEarning08-1050-d Avg3.38200-d Avg3.921yr Est9.00
Earning
DateForEstimateReportedSurprisesurprise %
2024-11-082024-090.010.380.373700.00%
2024-08-092024-06-0.06N/AN/AN/A
2024-08-092024-06-0.06N/AN/AN/A
2024-05-102024-030.03N/AN/AN/A
2024-05-102024-030.030.01-0.02-66.67%
2024-03-152023-120.04N/AN/AN/A
Upgrade / Downgrade
DateFirmActionFromTo
2024-01-25Raymond JamesUpgradeMarket PerformStrong Buy
2023-07-12Raymond JamesDowngradeStrong BuyMarket Perform
2023-05-02Raymond JamesUpgradeStrong Buy
Profile
AlTi Global, Inc. provides wealth and asset management services individuals, families, foundations, and institutions in the United States, the United Kingdom, and internationally. It operates through two segments, Wealth Management and Strategic Alternatives. The company offers discretionary investment management, non-discretionary investment advisory, and investment management and advisory services. It also provides trust and administration services, such as entity formation and management; creating or modifying trust instruments and administrative practices to meet beneficiary needs; corporate, trustee-executor, and fiduciary services; provision of directors and company secretarial services; administering entity ownership of intellectual property rights; advisory and administration services in connection with investments in marine and aviation assets; and administering entity ownership of fine art and collectibles. In addition, the company offers family office services comprising bookkeeping and back office services, private foundation management and grant making, oversight of trust administration, financial tracking and reporting, cash flow management and bill pay, and other financial services, as well as clients estate and wealth planning, family governance and education, and philanthropic and strategic services. It also provides ancillary fund management services, including investments, financial planning and strategy, sales and marketing, and back and middle office infrastructure and administration. The company offers strategic advisory, corporate advisory, brokerage, and placement agency services; structures, arranges, and provides investors with co-investment opportunities in various alternative assets; manages and advises public and private investment funds, as well as alternatives platform. The company was formerly known as Alvarium Tiedemann Holdings, Inc. and changed its name to AlTi Global, Inc. in April 2023. The company is based in New York, New York.
Insider Holder
DateNameRelationQuantityDescription
2024-06-24BOUZARIF ALIDirector779.77KConversion of Exercise of derivative security
2024-06-24BROPHY WARSON TRACEYDirector31.47KConversion of Exercise of derivative security
2024-06-24CORIO NORMA C.Director18.36KConversion of Exercise of derivative security
2024-06-24FURLONG MARK F.Director43.36KConversion of Exercise of derivative security
2024-09-09ILWADDI HOLDINGSBeneficial Owner of more than 10% of a Class of Security0.00Purchase
2024-06-24KEANEY TIMOTHY FDirector125.70KConversion of Exercise of derivative security
Institution Ownership
Report DateOrganizationPositionValuePercentage
2024-09-29Blackrock Inc.2.55M10.97M2.72%
2024-09-29Vanguard Group Inc2.29M9.83M2.44%
2024-09-29Geode Capital Management, LLC1.08M4.64M1.15%
2024-09-29Alti Global, Inc.835.40K3.59M0.89%
2024-09-29State Street Corporation540.21K2.32M0.58%
2024-09-29Charles Schwab Investment Management, Inc.432.62K1.86M0.46%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2024-09-29Vanguard Extended Market Index Fund1.02M4.41M1.09%
2024-09-29Vanguard Total Stock Market Index Fund997.30K4.29M1.06%
2024-10-30iShares Russell 2000 ETF793.62K3.41M0.85%
2024-08-30Fidelity Small Cap Index Fund343.48K1.48M0.37%
2024-10-30Fidelity Extended Market Index Fund348.08K1.50M0.37%
2024-10-30iShares Russell 2000 Value ETF333.45K1.43M0.36%