Welcome to our dedicated page for AlTi Global SEC filings (Ticker: ALTI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission filings for AlTi Global, Inc. (NASDAQ: ALTI), an independent global wealth manager focused on fiduciary advisory services and alternative investment strategies. Through these filings, readers can review how AlTi reports its financial condition, segment information, and material events related to its wealth management and capital solutions activities.
Key documents available for ALTI include periodic reports such as Form 10-K annual reports and Form 10-Q quarterly reports, which contain management’s discussion of results, segment performance, and risk factors. Current reports on Form 8-K detail material developments, such as the strategic review and orderly wind-down of the non-core International Real Estate business, the appointment of administrators for that business, and the furnishing of investor presentations. These 8-K filings help explain how the company is simplifying its core business model and addressing non-core operations.
AlTi has also filed a Form 12b-25 (Notification of Late Filing) to explain a delay in filing a Quarterly Report on Form 10-Q. In that filing, the company cited the deconsolidation of discontinued operations related to its international real estate business segment and the need for additional time to complete its financial statements and accompanying notes. The Form 12b-25 references an investor presentation furnished on Form 8-K that includes certain financial information.
On Stock Titan, these SEC filings are supplemented with AI-powered summaries that highlight key points from lengthy documents, helping readers quickly understand major changes, segment updates, and important disclosures. Users can review ALTI’s historical and current filings, including 10-Ks, 10-Qs, 8-Ks, and notifications like Form 12b-25, to gain a clearer view of the company’s regulatory history, strategic decisions, and reporting practices.
AlTi Global, Inc. reported that President and COO Kevin P. Moran acquired shares through the exercise and conversion of restricted stock units. On February 15, 2026, three blocks of restricted stock units were converted into equal numbers of Class A Common Stock at a price of $0.0000 per share. The reported block sizes were 47,397.7000, 13,785.3100 and 35,488.1300 units, each representing the right to receive one share of Class A Common Stock. After these transactions, Moran held 156,982.2700 shares of Class A Common Stock directly.
AlTi Global, Inc. executive Robert Weeber, President of International Wealth Management, reported the exercise and conversion of several blocks of restricted stock units into Class A common stock on February 15, 2026.
The filing shows derivative transactions coded “M,” where restricted stock units were converted at a price of $0.0000 per unit into Class A shares, including individual blocks of 35,796.4500, 8,954.8000, and 23,021.1100 shares. According to the footnotes, each restricted stock unit represents a right to receive one share of Class A stock, with units vesting in three equal annual installments beginning on February 15, 2024, February 15, 2025, and February 15, 2026.
AlTi Global, Inc. Chief Executive Officer Michael Tiedemann reported multiple exercises of restricted stock units into Class A Common Stock on February 15, 2026. The filing shows three RSU conversions at a price of $0.0000 per share, with corresponding increases in his directly held common shares.
After these derivative exercises, his direct Class A Common Stock holdings reported in the filing rose to 710,351.360 shares. The filing also notes additional Class A shares held indirectly through the MGT 2012 DE Trust, Chauncey Close, LLC, and the CHT Fam Tst Ar 3rd fbo MGT, for which he disclaims beneficial ownership except for any pecuniary interest.
AlTi Global, Inc. filed a Form 13F Combination reporting its institutional holdings.
The report lists 719 Form 13F information table entries with a total value of $4,663,986,539, and identifies one other included manager (Tiedemann Advisors, LLC). The filing is signed by Colleen Graham.
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 (ALTI) filed a Form 12b-25, notifying a late filing of its Q3 2025 Form 10-Q. The company cites the deconsolidation of discontinued operations tied to its international real estate business segment, which required additional time to complete its financial review, statements, and notes.
AlTi states it intends to file the Q3 Form 10-Q immediately following this notice. The company also incorporated by reference slides 30 and 31 from its November 12, 2025 investor presentation filed on Form 8-K, which contain the consolidated balance sheet and income statement.
AlTi Global, Inc. filed a 13F combination report disclosing a portion of its institutional holdings as reported alongside other managers. The report lists 683 Form 13F information table entries with a total market value of $4,262,619,696.
The filing is signed by Colleen Graham, General Counsel on 11-05-2025 and identifies shared investment discretion with TIG Advisors, LLC while noting TIG Advisors files separate Form 13Fs.
AlTi Global (ALTI) reported a Form 4 for its Chief Legal, Compliance & Risk Officer reflecting a grant of 38,829.787 performance RSUs on 05/22/2025. Each PRSU represents a contingent right to receive one share of Class A Common Stock. 33.33% of the PRSUs are eligible to vest at the end of each of three annual performance periods beginning on March 31, 2026, based on total shareholder return exceeding stated thresholds. The maximum that may vest over three years is 77,659.574 (200% of target). The derivative security price is $0, and 38,829.787 derivative securities are beneficially owned directly following the transaction.
AlTi Global (ALTI) reported an insider equity award. The company granted its Pres, Intl. Wealth Management performance restricted stock units (PRSUs) covering 30,939.716 shares on 05/22/2025 at a price of $0.
These PRSUs are tied to total shareholder return targets. 33.33% of the units become eligible to vest at the end of each of three annual performance periods beginning on March 31, 2026, subject to continued service and performance thresholds. The maximum that may vest over three years is 61,879.432 shares (200% of target).
AlTi Global (ALTI) reported a Form 4 showing its Chief Executive Officer and Director received 115,248.227 performance restricted stock units (PRSUs) on 05/22/2025. Each PRSU represents a right to one share of Class A common stock, acquired at $0 and held directly.
33.33% of the PRSUs are eligible to vest at the end of each of three annual performance periods beginning on March 31, 2026, based on total shareholder return meeting specified thresholds. The filing states a maximum of 230,496.454 units may vest over three years (200% of target).