Every 8-K 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 8-K covers material events a company has to report between its quarterly 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. furnished an updated investor presentation outlining its business profile and financial results for the quarter ended June 30, 2026. The firm positions itself as a global wealth and investment manager focused on ultra-high-net-worth clients, managing or advising on approximately $96 billion in AUA and $51 billion in AUM, with a reported client retention rate of 96% since 2021 and recurring revenues of 99.7% for the quarter.
For Q2 2026, AlTi reported consolidated revenue of $58.0 million, up 11% year-over-year, driven mainly by management/advisory fees of $54.4 million. Total operating expenses were $68.9 million, down 12% year-over-year, leading to a GAAP operating loss of $10.9 million, a 58% improvement from the prior-year quarter. Adjusted EBITDA was $5.4 million, up 9% year-over-year.
Other expense was $19.8 million, largely from an unrealized loss on the Asian Credit and Special Situations stake following the investment manager’s decision to unwind the fund within 12 months. Net loss from continuing operations was $30.8 million. The balance sheet showed total assets of $1.11 billion, cash of $31.2 million, total liabilities of $238.3 million, mezzanine preferred equity of $358.6 million, and total shareholders’ equity of $868.2 million.
AlTi Global, Inc. reported updates to executive employment agreements. The company amended the contract with President and Chief Operating Officer Kevin Moran, raising his annual base salary to $600,000, setting his 2026 target bonus at $1,600,000, and adjusting terms for certain outstanding equity awards. The amendment also shortens a notice period from 180 days to 30 days. AlTi entered into a separate Executive Employment and Restrictive Covenant Agreement with Nancy Curtin for her role as Interim Chief Executive Officer, with full terms contained in the filed exhibits.
AlTi Global, Inc. announced a planned chief financial officer transition. Michael Harrington will retire as CFO and principal financial officer effective July 1, 2026, resigning from all officer roles at the company and its subsidiaries.
The Board has appointed Patrick Keenan, currently Chief Accounting Officer and principal accounting officer, as CFO effective the same date under a letter agreement outlining his compensation. Keenan will earn an annual salary of $375,000 and be eligible for a target annual bonus of $450,000, payable in cash and/or equity.
The company’s press release highlights this as a long-planned internal succession to support AlTi’s next phase of growth. AlTi describes itself as a global wealth and investment partner managing or advising on approximately $90 billion in combined assets with about 490 professionals worldwide.
AlTi Global, Inc. reported the results of its 2026 Annual Meeting of Stockholders. Stockholders elected all seven director nominees named in the proxy statement to serve until the 2027 annual meeting or until successors are elected and qualified. Support levels varied by nominee, with votes "for" ranging from 56.9 million to 81.0 million shares.
Stockholders also ratified the appointment of KPMG LLP as AlTi Global’s independent registered public accounting firm for the fiscal year ending December 31, 2026, with 93.1 million shares voting for, 740,193 against, and 2.3 million abstaining, and no broker non-votes recorded on this proposal.
AlTi Global reported a stronger first quarter of 2026, highlighting growth in fee-based wealth management and alternatives. Revenue reached $73.1 million, up 28% from the prior-year quarter, driven by higher assets under management and a 75% increase in distributions from investments.
Management and advisory fees were $51.9 million, up 16% year over year, underscoring the stability of its largely recurring revenue base. Net income from continuing operations improved to $8.4 million, supported by $19.0 million of other income mainly from fair value adjustments on earn-out liabilities and the Zebedee investment.
Adjusted EBITDA was $14.9 million, up 21% year over year and 32% sequentially, with margin rising to 20% from 13% in the prior quarter as cost actions took hold. Assets under management were $48.7 billion and assets under advisement $90.1 billion, each higher than a year earlier, reflecting market performance and the Kontora acquisition.
AlTi Global, Inc. furnished an updated investor presentation detailing strong 2025 growth alongside continued GAAP losses. Full-year revenue reached $255.0 million, up 29% year-over-year, with fourth quarter revenue of $88.3 million, up 71%. Management and advisory fees were $198.4 million for the year, up 9%, while incentive fees jumped to $34.7 million from $3.3 million, helped by an 11.34% return in the Event-driven Arbitrage strategy. Assets under management rose to $49.7 billion, up 10%, and assets under advisement to $93.1 billion, up 23%.
Despite this growth, AlTi reported a GAAP net loss of $155.1 million, driven largely by non-cash and non-recurring items, including a $35 million impairment in the Arbitrage fund and other restructuring-related costs. Adjusted results improved meaningfully: Adjusted Net Income was $11.1 million versus a loss in 2024, and Adjusted EBITDA increased 45% to $34.8 million, with a 14% margin. The company highlighted zero-based budgeting that has identified about $20 million of recurring annual gross savings expected by year-end 2026, and continued focus on its core ultra-high-net-worth and institutional wealth management platform.
AlTi Global, Inc. announced a leadership transition in which Chief Executive Officer Michael Tiedemann stepped down as CEO, effective March 30, 2026, pursuant to a termination without “Cause” under his existing employment agreement. He will receive severance and equity award vesting benefits in line with that agreement and has also resigned from the Board and other roles at the company and its subsidiaries.
The Board appointed Nancy Curtin, the company’s Global Chief Investment Officer since 2023, as Interim Chief Executive Officer and as a director, effective March 30, 2026. The Board also approved new one‑year employment terms for Ms. Curtin and compensation changes for Chief Operating Officer and President Kevin Moran, while noting that no other changes will be made to Mr. Moran’s prior agreement. Effective March 31, 2026, Robert Weeber will no longer serve as President, International Wealth Management. A press release highlights Ms. Curtin’s decades of investment leadership and notes that AlTi manages or advises on over $93 billion in assets with more than 450 professionals globally.
AlTi Global, Inc. filed a current report to furnish an updated investor presentation as an exhibit. The presentation is provided as Exhibit 99.1 and is also available on the company’s investor relations website at ir.alti-global.com. The company states that the investor presentation and the information within it are being furnished, not filed, so they are not subject to the liability provisions of Section 18 of the Securities Exchange Act and are not automatically incorporated into other Securities Act or Exchange Act filings. The report is signed on behalf of AlTi Global by Chief Executive Officer Michael Tiedemann.
AlTi Global, Inc. (NASDAQ: ALTI) filed an 8-K disclosing that its Board has approved an orderly wind-down of the Company’s non-core International Real Estate (IRE) business. The process will start on or about 11 July 2025 and is expected to be substantially completed by December 2027. Management reached this decision after a comprehensive strategic review of alternatives, signaling a refocus on AlTi’s core wealth management and alternative investment activities.
Because the plan was only just approved, the Company cannot yet determine the size or timing of any related restructuring costs, severance, contract termination fees, or non-cash impairment charges. AlTi pledges to amend the filing within four business days once it can provide a credible estimate or range. Until then, investors lack clarity on the potential earnings drag and cash requirements associated with the exit.
The disclosure triggers two reportable events under Regulation S-K: Item 2.05 (Costs Associated with Exit or Disposal Activities) and Item 2.06 (Material Impairment). No other financial statements or exhibits were provided, and no immediate changes to the Company’s core operations were announced.
Investment view: Strategically, winding down a non-core segment could streamline operations and improve long-term margins. However, the multi-year horizon and absence of cost guidance introduce uncertainty that may pressure valuation multiples until clearer figures emerge.