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  4. [13F-HR] AlTi Global, Inc. SEC Filing

AlTi Global (ALTI) files combination 13F with $4.84B across 811 positions

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
13F-HR

Rhea-AI Filing Summary

AlTi Global, Inc. filed a Form 13F as an institutional investment manager, reporting a combination report where some holdings are reported by other managers. The filing covers 811 reportable positions with an aggregate reported value of $4,838,371,126 (rounded).

The report identifies 1 other included manager, Tiedemann Advisors, LLC, and lists numerous additional managers that separately report portions of the same client assets. AlTi may be deemed to share investment discretion with TIG Advisors, LLC and certain TIG funds, which file their own Form 13Fs.

Positive

  • None.

Negative

  • None.
13F Information Table Value Total $4,838,371,126 Aggregate market value of reportable positions, rounded to nearest dollar
13F Information Table Entry Total 811 positions Number of reportable securities in the Form 13F information table
Number of Other Included Managers 1 Tiedemann Advisors, LLC listed as other included manager
Form 13F regulatory
"Form 13F Summary Page --------------------- | Report Summary"
A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.
13F COMBINATION REPORT regulatory
"X | 13F COMBINATION REPORT. (Check here if a portion of the holdings"
shared investment discretion financial
"may be deemed to have shared investment discretion with TIG Advisors, LLC"
institutional investment manager regulatory
"The institutional investment manager filing this report"

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FAQ

What total assets did AlTi Global (ALTI) report on its latest Form 13F?
AlTi Global reported a Form 13F information table value total of $4,838,371,126, rounded to the nearest dollar, representing the aggregate market value of its reportable positions.

How many positions did AlTi Global (ALTI) disclose in this 13F filing?
The Form 13F information table for AlTi Global includes 811 reportable positions, reflecting the number of securities that met the Form 13F reporting thresholds.

What type of 13F report did AlTi Global (ALTI) file?
AlTi Global filed a 13F Combination Report, meaning a portion of its reportable holdings are included in this filing and a portion are reported by other investment managers.

Does AlTi Global (ALTI) share investment discretion with other firms?
Under Section 13(f), AlTi Global may be deemed to have shared investment discretion with TIG Advisors, LLC and certain TIG funds, although TIG Advisors and those funds file separate Form 13Fs.

Which other manager is included under AlTi Global (ALTI) in this 13F report?
The filing lists Tiedemann Advisors, LLC as 1 other included manager, with Form 13F file number 028-13688, relating to accounts reported in combination with AlTi Global.

How many other managers are listed as also reporting for clients of AlTi Global (ALTI)?
The filing provides a list of numerous other managers reporting, including firms such as 3EDGE Asset Management, LP, AQR Capital Management LLC, and others that separately file their own Form 13Fs.

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
Report for the Calendar Year or Quarter Ended: 06-30-2026
Check here if Amendment Amendment Number:
This Amendment (Check only one.): is a restatement.
adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: AlTi Global, Inc.
Address: 22 VANDERBILT
27TH FLOOR
NEW YORK, NY 10017
Form 13F File Number: 028-23888
CRD Number (if applicable):
SEC File Number (if applicable):

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Colleen Graham
Title: General Counsel
Phone: 212-396-5900
Signature, Place, and Date of Signing:
/s/Colleen Graham New York, NY 08-05-2026
[Signature] [City, State] [Date]
Under Section 13(f) of the Securities Exchange Act of 1934, as amended, and the rules promulgated thereunder, AlTi Global, Inc. may be deemed to have shared investment discretion with TIG Advisors, LLC (TIG Advisors) and certain investment funds managed by TIG Advisors (the TIG Funds). However, TIG Advisors and the TIG Funds file separate Form 13Fs from AlTi Global, Inc.
Report Type (Check only one.):
13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
X 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK
3EDGE Asset Management, LP 028-17691 000282059 801-106982 0001665605
Aperio Group, LLC 028-11964 000111616 801-57184 0001364615
APPLETON PARTNERS INC/MA 028-06694 000110049 801-29384 0001055290
AQR CAPITAL MANAGEMENT LLC 028-10120 000111833 801-55543 0001167557
Aristotle Capital Management, LLC 028-02634 000109876 801-60014 0000860644
BOSTON TRUST WALDEN NATIONAL ASSOCIATION 028-02259 000111266 801-60136 0000829937
DISCIPLINED GROWTH INVESTORS INC /MN 028-06630 000106746 801-53297 0001050442
DSM CAPITAL PARTNERS LLC 028-10309 000113609 801-60423 0001214639
EQUITY INVESTMENT CORP 028-17617 000283930 801-107945 0001685771
FEDERATED INVESTMENT COUNSELING 028-01454 000105325 801-34611 0000819684
Fiera Capital Inc. 028-04930 000113638 801-8948 0000945425
Forefront Analytics, LLC 028-18699 000153016 801-71469 0001696802
GW&K Investment Management, LLC 028-04145 000121942 801-61559 0001082917
Hamlin Capital Management, LLC 028-10663 000119278 801-60945 0001277403
HARDING LOEVNER LP 028-04434 000104543 801-36845 0000928196
Insight North America LLC 028-21789 000145995 801-69964 0001888088
Invesco Managed Accounts, LLC 028-23723 000154461 801-61716 0002010271
KLINGENSTEIN FIELDS & CO LP 028-02588 000105907 801-33347 0000859872
Main Management LLC 028-15578 000120361 801-61113 0001583092
Nuveen Asset Management, LLC 028-14498 000155584 801-71957 0001521019
PACIFIC INVESTMENT MANAGEMENT CO LLC 028-10952 000104559 801-48187 0001163368
PARAMETRIC PORTFOLIO ASSOCIATES LLC 028-04558 000114310 801-60485 0000932859
Quantinno Capital Management LP 028-19308 000298733 801-114071 0001759654
UBS FINANCIAL SERVICES INC 028-11496 000008174 801-7163 0001161787
VOYA INVESTMENT MANAGEMENT CO 028-01217 000106494 801-9046 0000033670
WCM INVESTMENT MANAGEMENT, LLC 028-07104 000104702 801-11916 0001061186
XPONANCE LLC 028-16847 000111126 801-51407 0001637541
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 1
Form 13F Information Table Entry Total: 811
Form 13F Information Table Value Total: 4,838,371,126
(round to nearest dollar)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
No. Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK
1 TIEDEMANN ADVISORS, LLC 028-13688 000147189 801-69865 0001483232

Source: View Original Filing on SEC EDGAR