ALTI at a glance
AlTi Global, Inc. (ALTI, SEC CIK 1838615) filed its latest 10-K annual report on March 31, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 10, 2026 and Form 4 insider filings as recently as June 18, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), AlTi Global, Inc. (ALTI) reported revenue of $255.0 million (up 23.2% from FY2024) and a net loss of $119.7 million.
- As of June 30, 2026, 19 institutional investment managers tracked by SignalX reported holding AlTi Global, Inc. (ALTI) shares worth $30.9 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $255.0M
- +23.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 19 funds
- $30.9M · −2 vs prior quarter
- Latest 8-K
- Aug 10, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $58.0M, up $5.6M YoY, driven by management/advisory fees of $54.4M
- Adjusted EBITDA $5.4M vs $5.0M YoY; net loss $30.8M vs $26.1M
- Best revenue performer management/advisory fees $54.4M, up $5.2M; incentive fees worst at $19K, down $435K
- AUM $49.7B vs $45.9B YoY, supported by $2.3B market performance and $690M net client additions
- Headwinds: elevated inflation, geopolitical uncertainty, slower GDP growth, and potential market declines reducing management fees
Risk Factors
- No risk-factors section provided in submitted filing excerpt
- No newly added risk or material update identifiable
- No regulatory, legal, operational, competitive, market, or financial risks disclosed in provided text
AI summary of the ALTI 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 references Exhibit 99.1 for AlTi Global’s fiscal 2026 results
- Investors must review Exhibit 99.1 for financial results and management commentary
Item 5.02: Departure/Appointment of Directors or Principal Officers
- COO Kevin Moran’s base salary increased to $600,000
- Moran’s 2026 target bonus set at $1,600,000
Item 7.01: Regulation FD Disclosure
- CFO Harrington departing, creating executive-level transition risk
- Keenan appointed Chief Financial Officer, signaling immediate finance leadership succession
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CFO Michael Harrington retiring July 1, 2026 after planned succession discussions
- Patrick Keenan appointed CFO and principal financial officer effective July 1, 2026
AI summaries of ALTI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ALTI
Don't miss the next ALTI filing
- Alerts as it files. A push when ALTI files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ALTI, by share count.
- Ask anything. An AI agent that reads every ALTI filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Cetin Nazim | A | Jun 17, 2026 | 34,736.476 | - |
| Corio Norma | A | Jun 17, 2026 | 34,736.476 | - |
| FURLONG MARK F | A | Jun 17, 2026 | 34,736.476 | - |
| Brophy Warson Tracey | A | Jun 17, 2026 | 34,736.476 | - |
| Keaney Timothy F | A | Jun 17, 2026 | 53,683.645 | - |
| Corio Norma | A | Jun 17, 2026 | 34,736.476 | - |
| FURLONG MARK F | A | Jun 17, 2026 | 34,736.476 | - |
| Keaney Timothy F | A | Jun 17, 2026 | 53,683.645 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $246.9M | $206.9M | $255.0M |
| Operating Income | -$99.2M | -$86.8M | -$73.9M |
| Net Income | -$165.6M | -$103.0M | -$119.7M |
| Op. Margin | -40.2% | -42.0% | -29.0% |
| Net Margin | -67.1% | -49.8% | -46.9% |
| Balance Sheet | |||
| Total Assets | - | $1.3B | $1.2B |
| Equity | $341.9M | $658.4M | $600.1M |
| ROE | -48.4% | -15.6% | -19.9% |
| Per Share | |||
| EPS | $-2.70 | $-1.59 | - |
| Cash Flow | |||
| Operating CF | - | -$16.2M | -$51.4M |
| CapEx | - | $7.7M | $806K |
Source: XBRL data in AlTi Global, Inc. (ALTI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ALTI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 19 | $30.9M |
| Q1 2026 | 21 | $26.8M |
| Q4 2025 | 21 | $35.0M |
| Q3 2025 | 19 | $25.4M |
| Q2 2025 | 18 | $31.2M |
| Q1 2025 | 15 | $13.7M |
| Q4 2024 | 9 | $18.7M |
| Q3 2024 | 5 | $6.7M |
- BlackRock+534.4K (+20%)
- Vanguard Capital Management LLC+377.0K (+23%)
- Dimensional Fund Advisors+105.1K (+108%)
- Vanguard Portfolio Management LLC+89.0K (+36%)
- Northern Trust+70.0K (+21%)
- Raymond James Financial−56.4K (-19%)
- Goldman Sachs Group−49.9K (-50%)
- Invesco Ltd−12.6K (-32%)
- Bank of America Corp−6.7K (-16%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 127 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ALTI filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 10-Q | Aug 10, 2026 | Jun 30, 2026 | Analysis | |
| 13F-HR | Aug 5, 2026 | Jun 30, 2026 | - | |
| 8-K | Jul 2, 2026 | - | Analysis | - |
| 8-K | Jun 25, 2026 | - | Analysis | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 10-Q | May 11, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 11, 2026 | - | Analysis | |
| 13F-HR | May 7, 2026 | Mar 31, 2026 | - | |
| 4 | Apr 2, 2026 | - | - | - |
| 8-K | Mar 31, 2026 | - | - | - |
| 10-K | Mar 31, 2026 | Dec 31, 2025 | - | |
| 8-K | Mar 31, 2026 | - | - | - |
| 4 | Feb 18, 2026 | - | - | |
| 4 | Feb 18, 2026 | - | - | |
| 4 | Feb 18, 2026 | - | - | |
| 4 | Feb 18, 2026 | - | - | |
| 13F-HR | Feb 13, 2026 | Dec 31, 2025 | - |
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ALTI SEC filings: frequently asked questions
Which institutions hold ALTI stock?
As of June 30, 2026, the largest AlTi Global, Inc. (ALTI) holders among the 13F filers tracked by SignalX were BlackRock ($11.5 million), Vanguard Capital Management LLC ($7.3 million), State Street Corp ($3.1 million), AlTi Global, Inc. ($2.8 million), Northern Trust ($1.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ALTI's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), AlTi Global, Inc. (ALTI) reported revenue of $255.0 million (up 23.2% from FY2024) and a net loss of $119.7 million. The figures come from the XBRL data in the 10-K.
What did ALTI report in its latest 8-K?
AlTi Global, Inc. (ALTI) filed an 8-K on August 10, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Item 2.02 references Exhibit 99.1 for AlTi Global’s fiscal 2026 results.
What are the latest ALTI SEC filings?
AlTi Global, Inc. (ALTI) filed its latest 10-K annual report on March 31, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 10, 2026 and a Form 4 insider filing on June 18, 2026.
What is ALTI's SEC CIK number?
AlTi Global, Inc. (ALTI)'s SEC Central Index Key (CIK) is 1838615. EDGAR lists every ALTI filing under that number.
Ask anything about ALTI
The research agent reads ALTI's filings, financials, insider trades and 13F holders, then answers with sources.