Every 10-Q that AlTi Global, Inc. (ALTI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow ALTI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ALTI filings page.
AlTi Global, Inc. reported higher revenue but continued losses for the six months ended June 30, 2026. Total revenue from continuing operations rose to $131.1 million from $109.5 million a year earlier, driven mainly by management and advisory fees of $106.3 million. Operating expenses increased to $152.6 million, yet the operating loss narrowed to $21.5 million from $34.0 million.
Results were significantly affected by investment performance, with a $21.4 million unrealized loss on investments in the quarter contributing to a six‑month loss before taxes from continuing operations of $22.3 million and a net loss attributable to AlTi of $15.8 million. Cash flow from operating activities of continuing operations improved to a $2.9 million inflow versus a $50.6 million outflow in the prior‑year period. At June 30, 2026, AlTi reported $1.11 billion in total assets, $238.3 million in liabilities, mezzanine preferred equity of $358.6 million, and total shareholders’ equity of $868.2 million. The company remains a single reportable segment after disposing of its International Real Estate businesses, and it maintains a full valuation allowance against deferred tax assets due to a three‑year cumulative loss position.
AlTi Global, Inc. reported stronger results for the three months ended March 31, 2026, with total revenue of $73.1 million compared with $57.1 million a year earlier, driven mainly by higher management and advisory fees and larger distributions from investments.
The company generated net income from continuing operations of $8.4 million, versus $4.0 million last year, and net income attributable to AlTi Global, Inc. of $7.7 million versus $1.9 million. Basic earnings per share from continuing operations were $0.01. Operating activities produced $5.3 million of cash, reversing a prior-period outflow.
Total assets were $1.14 billion, with cash and cash equivalents of $39.7 million and total shareholders’ equity of $882.5 million as of March 31, 2026. Debt rose to $15.0 million, mainly from an $14.5 million noninterest-bearing settlement loan tied to the discontinued International Real Estate businesses, which also produced a $2.5 million gain on settlement.
AlTi Global, Inc. (ALTI) reported Q3 2025 results showing higher revenue but a wider loss. Total income was $57.2 million, up from $51.8 million a year ago, driven mainly by management/advisory fees. Operating loss widened to $28.5 million from $9.5 million, and the quarter included a $35.0 million impairment on goodwill and intangible assets.
After other items and taxes, net loss was $106.9 million for the quarter, including a loss from discontinued operations of $19.9 million. For the nine months, net loss totaled $139.9 million. Cash and cash equivalents were $35.8 million as of September 30, 2025, down from $64.4 million at December 31, 2024. Total shareholders’ equity was $883.8 million versus $970.2 million at year-end, reflecting cumulative losses and changes in noncontrolling interests. As context, outstanding shares were 102,464,812 Class A and 44,188,561 Class B as of November 7, 2025.
AlTi Global reported a mixed quarter driven by continued asset growth but material operating and net losses. Revenue for the three months ended June 30, 2025 totaled $53,127 (in thousands), up from $49,453 a year earlier, led by management and advisory fees. The company reported a quarterly net loss of $30,043 and a six‑month net loss of $32,925, driven by rising compensation, professional fees and higher operating expenses that produced an operating loss of $30,147 for the quarter and $43,636 for six months. Cash and cash equivalents declined to $42,414 from $65,494 at December 31, 2024.
On the balance sheet, total assets were $1,242,771 with intangible assets and goodwill of $480,726 and $386,878, respectively. AlTi manages or advises approximately $97.2 billion in combined assets as of June 30, 2025, with the Wealth & Capital Solutions segment reporting $87.8 billion in AUA (up from $67.3 billion). The company completed strategic financings with Allianz and Constellation (Series A and Series C preferred stock issuances and associated warrants), which provide capital but carry cumulative dividend terms. Management approved an orderly wind‑down plan for the International Real Estate businesses on July 11, 2025 (see subsequent events).