AlTi Global, Inc.

CIK 0001838615 · SEC filing index. Filing dates describe disclosures, not live market data.

Listed symbols

ALTI on Nasdaq

Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal

Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$4.84B

Quarterly institutional holdings reported on Form 13F; not total AUM.

Forms 3/4/5 positions$25M

Reporting-owner positions with enough filing detail to estimate value.

Latest reported 13F value

13F

$4.84B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Forms 3/4/5 position value

3/4/5

$25M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest 13F holdings

13F

EFA ITOT SPY SPMD GEME

+15 more

VTI EIPX IAU IJH EMLP XOM GOOGL AAPL GLD XNTK VOO IAUM STIP AKRE TLT

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

Fortress Net Lease REIT

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

EFA ITOT SPY SPMD GEME VTI EIPX IAU

+12 more

IJH EMLP XOM GOOGL AAPL GLD XNTK VOO IAUM STIP AKRE TLT

How to read these SEC ownership signals

• Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
• Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
• Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.

At a glance Names, identifiers, and filing context for this profile. 2 identity fields

SEC industry group

Investment Advice (Office of Finance)

Business address

22 Vanderbilt, 27 Th Floor, New York, NY, 10017

EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available

Incorporated in

DE

Fiscal year end

31 December

Former names on EDGAR

Alvarium Tiedemann Holdings, Inc. (to 18 Apr 2023), Cartesian Growth Corp (to 03 Jan 2023)

AlTi Global, Inc. investment portfolio