AlTi Global, Inc.
ALTI · Investment Advice · 115.8M shares · +12803%/yr ↑ dilution · EDGAR filings ↗
Net buyback after stock comp: -$42M (gross $4M, SBC $46M)
Reference price $3.47 · est. market cap ~$402M — last insider sale, 2025-06-03 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D50AlTi Global — global wealth/alternatives manager running losses.
Strengths
- Differentiated UHNW-wealth + alternatives platform; low debt
Risks
- Net margin -47% (8th pct); negative ROE/ROA
- Integration and market-linked-AUM sensitivity
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Net lossNet loss (net margin -46.9%)
- Material weakness• As previously disclosed, we have identified material weaknesses in our internal control over financial reporting and may find additional weaknesses in the future or fail to maintain an effective sys
- Chronic dilutionShare count +12803%/yr over 2y (dilution, book value/share -100%)
- Revenue declineRevenue -17.2% YoY
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
-29.0%
Net margin
-46.9%
Return on equity
-19.9%
Return on assets
-10.2%
ROIC
-9.7%
Revenue growth (QoQ)
-17.2%
Debt / equity
0.0×
EBITDA
-$55M
Tangible book value
-$222M
Cash & investments
$41M
Stock comp / revenue
12.6%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-16 | Cetin Nazim | Option exercise | 31K | — |
| 2026-06-16 | Wimmer Andreas | Option exercise | 31K | — |
| 2026-06-16 | Keaney Timothy F | Option exercise | 47K | — |
| 2026-06-16 | Brophy Warson Tracey | Option exercise | 31K | — |
| 2026-06-16 | Bouzarif Ali | Option exercise | 31K | — |
| 2026-06-16 | FURLONG MARK F | Option exercise | 31K | — |
| 2026-06-16 | Corio Norma | Option exercise | 31K | — |
| 2026-02-15 | Connell Brooke | Option exercise | 38K | — |
| 2026-02-15 | Connell Brooke | Option exercise | 8.7K | — |
| 2026-02-15 | Connell Brooke | Option exercise | 23K | — |
| 2026-02-15 | Graham Colleen A | Option exercise | 31K | — |
| 2026-02-15 | Graham Colleen A | Option exercise | 22K | — |
| 2026-02-15 | Graham Colleen A | Option exercise | 29K | — |
| 2026-02-15 | Harrington Michael W | Option exercise | 27K | — |
| 2026-02-15 | Keenan Patrick T. | Option exercise | 3.2K | — |
| 2026-02-15 | Keenan Patrick T. | Option exercise | 1.2K | — |
| 2026-02-15 | Keenan Patrick T. | Option exercise | 5.0K | — |
| 2026-02-15 | Moran Kevin P. | Option exercise | 47K | — |
| 2026-02-15 | Moran Kevin P. | Option exercise | 14K | — |
| 2026-02-15 | Moran Kevin P. | Option exercise | 35K | — |
| 2026-02-15 | Weeber Robert | Option exercise | 36K | — |
| 2026-02-15 | Weeber Robert | Option exercise | 9.0K | — |
| 2026-02-15 | Weeber Robert | Option exercise | 23K | — |
| 2026-02-15 | Tiedemann Michael | Option exercise | 26K | — |
| 2026-02-15 | Tiedemann Michael | Option exercise | 58K | — |
| 2026-02-15 | Tiedemann Michael | Option exercise | 86K | — |
| 2026-01-05 | ALLIANZ SE | Other | 865K | — |
| 2025-06-30 | ALLIANZ SE | Other | 1.5M | — |
| 2025-06-13 | FURLONG MARK F | Option exercise | 22K | — |
| 2025-06-13 | Bouzarif Ali | Option exercise | 22K | — |
| 2025-06-13 | Brophy Warson Tracey | Option exercise | 22K | — |
| 2025-06-13 | FURLONG MARK F | Option exercise | 22K | — |
| 2025-06-13 | Keaney Timothy F | Option exercise | 34K | — |
| 2025-06-13 | Corio Norma | Option exercise | 22K | — |
| 2025-06-13 | Wimmer Andreas | Option exercise | 23K | — |
| 2025-06-13 | Brophy Warson Tracey | Option exercise | 22K | — |
| 2025-06-13 | Keaney Timothy F | Option exercise | 34K | — |
| 2025-06-13 | Corio Norma | Option exercise | 22K | — |
| 2025-06-13 | Cetin Nazim | Option exercise | 23K | — |
| 2025-06-13 | Bouzarif Ali | Option exercise | 22K | — |
| 2025-06-03 | Graham Colleen A | Sell | 23K | $3.47 |
| 2025-06-03 | Keenan Patrick T. | Sell | 4.6K | $3.47 |
| 2025-06-03 | Moran Kevin P. | Sell | 29K | $3.47 |
| 2025-06-03 | Connell Brooke | Sell | 21K | $3.47 |
| 2025-06-03 | Tiedemann Michael | Sell | 42K | $3.47 |
| 2025-04-16 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-04-16 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-04-16 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-04-16 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-04-16 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-04-16 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-04-16 | TIEDEMANN ADVISORS, LLC | Other | 2.4K | — |
| 2025-04-16 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-03-03 | TIEDEMANN ADVISORS, LLC | Other | 2.7K | — |
| 2025-03-03 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-03-03 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-03-03 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-03-03 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-03-03 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-03-03 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-03-03 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-02-15 | Tiedemann Michael | Option exercise | 58K | — |
| 2025-02-15 | Connell Brooke | Option exercise | 8.7K | — |
| 2025-02-15 | Weeber Robert | Option exercise | 36K | — |
| 2025-02-15 | Weeber Robert | Option exercise | 9.0K | — |
| 2025-02-15 | Yarad Stephen D. | Option exercise | 40K | — |
| 2025-02-15 | Yarad Stephen D. | Option exercise | 7.9K | — |
| 2025-02-15 | Graham Colleen A | Option exercise | 31K | — |
| 2025-02-15 | Graham Colleen A | Option exercise | 22K | — |
| 2025-02-15 | Moran Kevin P. | Option exercise | 47K | — |
| 2025-02-15 | Moran Kevin P. | Option exercise | 14K | — |
| 2025-02-15 | Tiedemann Michael | Option exercise | 26K | — |
| 2025-02-15 | Connell Brooke | Option exercise | 38K | — |
| 2025-02-03 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-02-03 | TIEDEMANN ADVISORS, LLC | Other | 1.6K | — |
| 2025-02-03 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-02-03 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-02-03 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-02-03 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-02-03 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-02-03 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-01-02 | TIEDEMANN ADVISORS, LLC | Other | 2.0K | — |
| 2025-01-02 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-01-02 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-01-02 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-01-02 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-01-02 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-01-02 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
| 2025-01-02 | TIEDEMANN ADVISORS, LLC | Other | 0 | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-25 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-06-18 | Shareholder vote | filing ↗ |
| 2026-05-11 | ResultsReg FDExhibits | filing ↗ |
| 2026-03-31 | ResultsReg FDExhibits | filing ↗ |
| 2026-03-31 | Exec/director changeReg FDExhibits | filing ↗ |
| 2025-12-10 | Reg FDExhibits | filing ↗ |
| 2025-11-12 | ResultsReg FDExhibits | filing ↗ |
| 2025-08-11 | Reg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-25 | 2026-06-23 | 0001628280-26-045487 ↗ |
| 8-K | 2026-06-18 | 2026-06-17 | 0001140361-26-025666 ↗ |
| 8-K | 2026-05-11 | 2026-05-11 | 0001628280-26-033448 ↗ |
| 10-Q | 2026-05-11 | 2026-03-31 | 0001628280-26-033621 ↗ |
| 8-K | 2026-03-31 | 2026-03-31 | 0001628280-26-022205 ↗ |
| 8-K | 2026-03-31 | 2026-03-30 | 0001140361-26-012146 ↗ |
| 10-K | 2026-03-31 | 2025-12-31 | 0001628280-26-022450 ↗ |
| 8-K | 2025-12-10 | 2025-12-09 | 0001628280-25-056237 ↗ |
| 10-Q | 2025-11-13 | 2025-09-30 | 0001628280-25-051776 ↗ |
| 8-K | 2025-11-12 | 2025-11-10 | 0001628280-25-051581 ↗ |
| 10-Q | 2025-08-11 | 2025-06-30 | 0001628280-25-039531 ↗ |
| 8-K | 2025-08-11 | 2025-08-11 | 0001628280-25-039540 ↗ |