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 (ALTI) reported an officer equity award via Form 4. The President, US Wealth Mgmt received 30,851.064 performance restricted stock units (PRSUs) on 05/22/2025 at $0 per unit, directly owned. Each PRSU represents a contingent right to 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 thresholds and continued service. The maximum that may vest over three years is 61,702.128 (200% of target).
AlTi Global (ALTI) reported a Form 4 for its President and COO, reflecting a grant of 47,695.035 performance restricted stock units (PRSUs) on 05/22/2025 (code A). Each PRSU represents the right to receive one share of Class A common stock at a price of $0. Following the transaction, 47,695.035 derivative securities are beneficially owned directly.
Vesting is performance-based: 33.33% of the PRSUs are eligible to vest at the end of each of three annual performance periods beginning on March 31, 2026, tied to total shareholder return thresholds. The maximum that may vest over three years is 95,390.070 (200% of target).
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 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).