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.
AlTi Global, Inc. filings document the public-company reporting of an independent global wealth manager, including Regulation FD investor presentations, results-related Form 8-K disclosures and notices tied to periodic-report timing. The filings also record governance matters such as annual meeting proposals, director elections, auditor ratification and executive leadership changes.
AlTi’s regulatory record includes disclosures about its capital-market status as a Nasdaq-listed issuer, proxy voting mechanics, board actions and material-event reports. Form 8-K filings also document the approved wind-down of the company’s non-core International Real Estate business, including exit or disposal activity and material-impairment disclosure categories.
AlTi Global, Inc. director Timothy F. Keaney reported compensation-related equity activity. He received a grant of 53,683.645 restricted stock units, each representing one share of AlTi Global Class A Common Stock. These units vest in full on the earlier of the business day immediately prior to the 2027 annual general meeting or June 30, 2027. Keaney also exercised 47,495.320 previously granted restricted stock units into the same number of Class A shares, resulting in 207,679.720 Class A shares held directly after the transactions.
AlTi Global, Inc. director Ali Bouzarif reported equity compensation activity and updated holdings. He received a grant of 34,736.476 restricted stock units, each representing one share of Class A Common Stock. A prior award of 30,732.266 restricted stock units was fully exercised into Class A shares, increasing his direct share holdings to 84,519.576 shares.
The new restricted stock units vest in whole on the earlier of the business day immediately prior to AlTi’s 2027 annual general meeting or June 30, 2027. Separately, 748,298 Class A shares are held indirectly through MERCYAH B.V., which Mr. Bouzarif controls, and for which he disclaims beneficial ownership except to the extent of his pecuniary interest.
AlTi Global director Norma Corio reported equity compensation activity involving restricted stock units (RSUs) and Class A Common Stock. On June 16, 2026, she exercised 30,732.266 RSUs into the same number of Class A Common shares, leaving no remaining balance from that RSU award and bringing her direct common stock holdings to 71,408.58 shares.
On June 17, 2026, she received a new grant of 34,736.476 RSUs as compensation. Each RSU represents a contingent right to receive one share of Class A Common Stock. According to the footnotes, these RSUs vest in whole on the earlier of specified future annual meeting dates or June 30, 2026 and June 30, 2027, respectively, aligning the awards with upcoming shareholder meetings.
AlTi Global, Inc. director Nazim Cetin reported equity awards and an option-like exercise. On June 17, 2026, he received 34,736.476 Restricted Stock Units (RSUs), each representing one share of Class A Common Stock, which vest in whole on specified dates tied to upcoming annual general meetings. On June 16, 2026, he exercised 30,732.266 RSUs into the same number of Class A shares at a stated price of $0.0000 per share. Following these transactions, he holds 53,506.596 Class A Common shares directly and 34,736.476 RSUs.
AlTi Global, Inc. director Andreas Wimmer reported equity compensation changes. He received a grant of 34,736.476 restricted stock units, each representing one share of Class A Common Stock, and exercised 30,732.266 previously granted restricted stock units into 30,732.266 Class A shares. Following these transactions, he directly holds 53,506.596 Class A Common shares, with new RSUs scheduled to vest in whole around the company’s 2026 and 2027 annual general meetings.
AlTi Global director Tracey Brophy Warson reported equity compensation activity. She received a grant of 34,736.476 restricted stock units, each representing one share of Class A Common Stock. On a separate date, she exercised 30,732.266 restricted stock units into Class A shares and now directly holds 84,519.576 common shares. Footnotes explain that these restricted stock units vest in whole on dates linked to AlTi Global’s 2026 and 2027 annual general meetings or specified June 30 dates.
AlTi Global, Inc. director Mark F. Furlong reported equity compensation activity. On June 16, 2026, he exercised 30,732.266 restricted stock units into the same number of shares of Class A Common Stock, bringing his direct holdings to 96,408.576 shares. On June 17, 2026, he received a new grant of 34,736.476 restricted stock units, each representing one share of Class A Common Stock, vesting in full on the earlier of the business day immediately prior to AlTi Global’s 2027 annual general meeting or June 30, 2027.
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, 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 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.