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AlTi Global, Inc
520 Madison Ave, 21St Floor
Phone: (212) 461-6363p:212 461-6363 NEW YORK, NY  10022  United States Ticker: ALTIALTI

Business Summary
AlTi Global, Inc. is an independent global wealth and alternatives manager providing entrepreneurs, multi-generational families, institutions, and emerging leaders with fiduciary capabilities as well as alternative investment strategies and advisory services. It operates through two segments: Wealth Management and Strategic Alternatives. Within its Wealth Management segment, services provided principally consist of investment management and advisory services, trusts and administrative services, and family office services. The wealth management client base includes high net worth individuals, families, single family offices, foundations, and endowments globally. In its Strategic Alternatives segment, it assists its investors with alternative investments and co-investments by providing access to differentiated opportunities in these areas as well as structuring and selecting partners with a proven track record in alternative asset classes, with risk-adjusted return characteristics.

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
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Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
9/30/202412/31/2023YesYes---

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Independent Chairman of the Board Timothy F.Keaney 62 9/1/2023 1/3/2023
President, Chief Operating Officer KevinMoran 46 3/22/2024 1/3/2023
Chief Executive Officer, Director MichaelTiedemann 52 1/3/2023 1/3/2023
8 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
Envoi, LLC 600 Highway 169 S Minneapolis MN United States

Business Names
Business Name
Advisors Limited England Casteel Capital LLP England Cellar Limited British
Advisory LLP England Alvarium CI (US) LLC Delaware Alvarium Compass GP Limited
Agencies Limited Gibraltar Queensgate Bow Co-Invest Carry GP LLP Scotland
73 additional Business Names available in full report.

General Information
Number of Employees: 480 (As of 12/31/2023)
Outstanding Shares: 139,825,856 (As of 11/11/2024)
Shareholders: 367
Stock Exchange: NASD
Fax Number: (302) 655-5049


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Thursday, November 21, 2024