ALTI GLOBAL INC CLASS A (ALTI)
Financials · Wealth Management and Investment Advisory · NASDAQ
AlTi Global is a global independent wealth and investment partner providing comprehensive fiduciary and family office services alongside access to private alternative investment strategies.
What ALTI GLOBAL INC CLASS A does
AlTi Global is a global wealth management and investment advisory firm that provides holistic solutions to ultra-high-net-worth individuals, families, foundations, and institutions. The company offers a range of services including discretionary investment management, non-discretionary advisory, estate and wealth planning, trust and fiduciary services, and outsourced family office services. AlTi also operates an alternatives platform that provides clients access to private equity, credit, hedge funds, and impact investing strategies.
Recent developments
In July 2025, the company placed its international real estate businesses under administration, resulting in their classification as discontinued operations and the consolidation of the business into a single operating segment. Nancy Curtin was appointed as Interim Chief Executive Officer as of August 2026.
From ALTI GLOBAL INC CLASS A's filing of 2026-08-10.
Themes: wealth management, alternative investments, family office services, fiduciary advisory, impact investing, private markets
Fundamentals
- Price$2.69 as of 2026-10-08 close
- Market cap$635M date unknown (no dated share count)
- 1-year return-25.3% 2025-10-08 close $3.60 → 2026-10-08 close $2.69
- P/En/a negative earnings
- Net margin-46.9% FY2025, SEC XBRL
- ROE-19.9% FY2025, SEC XBRL
- Debt / equity0.02 as of 2026-09-03
- Revenue growth (YoY)+26.9% as of 2026-09-03
- Revenue CAGR (3y)+49.1% SEC XBRL
- Beta0.59 as of 2026-09-03
- Last reported earnings2026-08-10 SEC EDGAR Form 8-K (Item 2.02)
How ALTI compares in its sector
- net profit marginbottom 10% 344 covered Financials peers, as of 2026-09-03
- operating marginbottom 10% 122 covered Financials peers, as of 2026-09-03
- return on equitybottom 10% 559 covered Financials peers, as of 2026-09-03
- 3-year revenue CAGRtop 10% 347 covered Financials peers
- free cash flow (absolute dollars, latest fiscal year)bottom 10% 430 covered Financials peers, as of FY2025
Position among covered Financials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Dividend coverage
Not assessed — last reported dividend predates the accounts. The most recent fiscal year in which ALTI reported a dividend payment is FY2024, while its reported financial statements run through FY2025. Coverage is therefore not assessed for the latest year — an FY2024 ratio would not describe ALTI today.
Coverage is derived from reported SEC EDGAR XBRL figures, comparing dividends paid against net income and free cash flow for the SAME fiscal year. It is not shown here because the latest fiscal year with a reported dividend payment (FY2024) is older than the latest year of reported financial statements (FY2025), so any ratio would describe an out-of-date year. Informational only — not financial advice.
How ALTI GLOBAL INC CLASS A looks technically
ALTI GLOBAL INC CLASS A (ALTI) is trading 28.8% below its 200-day average, the long-term trend line — a long-term downtrend. Its 50-day average crossed below its 200-day average about 127 trading days ago — a "death cross", a bearish long-term signal. A strong downtrend is in place — ADX, a 0–100 trend-strength gauge, is 40, with sellers in control. Momentum is beaten down — its 14-day RSI (a 0–100 momentum gauge) is 28, in oversold territory (below 30). MACD, a trend-momentum gauge, turned bearish about 3 trading days ago (its momentum flipped negative). It just made a new 20-day low, breaking below its recent trading range. It is 1.1% above its 52-week low (its lowest price of the past year).
Trend
7
| Distance from the 200-day | it is trading 28.8% below its 200-day average, the long-term trend line — a long-term downtrend | -28.8% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $3.57 | $3.57 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $3.78 | $3.78 |
| Swing structure | its recent peaks and dips disagree — one of them is rising while the other is not, so there is no clean up or down pattern in the swings | mixed — one of the two is not confirming |
| Last swing turn | its last significant turn was a swing low 34 calendar days ago — the swings before that are what the structure reading is measured on | 34 sessions |
| Since the 50/200 cross | its 50-day average crossed below its 200-day average about 127 trading days ago — a "death cross", a bearish long-term signal | 127 sessions |
| Trend strength (14-day ADX) | a strong downtrend is in place — ADX, a 0–100 trend-strength gauge, is 40, with sellers in control | 40.0 |
Momentum
3
| 14-day RSI | momentum is beaten down — its 14-day RSI (a 0–100 momentum gauge) is 28, in oversold territory (below 30) | 28.0 |
|---|---|---|
| Position in its 14-day range | it is trading near the bottom of its 14-day range ($2.66 to $3.25) — its "stochastic" reading is 5 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been slipping within that range over the last few sessions. | 5.1 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bearish about 3 trading days ago (its momentum flipped negative) | 3 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $5.45 | $5.45 |
|---|---|---|
| From the 52-week high | it is 50.6% below its 52-week high (its highest price of the past year) | -50.6% |
| Above the 52-week low | it is 1.1% above its 52-week low (its lowest price of the past year) | +1.1% |
| Below the 52-week high | it is 50.6% below its highest point of the past year | 50.6% |
| Since a 20-day breakout | it just made a new 20-day low, breaking below its recent trading range | 1 session |
| Since a 55-day breakout | it just made a new 55-day low, breaking below its recent trading range | 1 session |
| All-time high | its highest closing price on record is $28.49 (set on 2022-11-16) | $28.49 |
| Given back of the 52-week move | over the past year its closes ranged ($2.69 to $5.19), and it has recovered essentially none of its fall from last year’s high — 0% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $4.24 to $4.32. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 0.0% |
| From the all-time high | it is 90.6% below its all-time high | -90.6% |
| Nearest price level | it is trading 10.6% below a resistance level at $2.98 — a price it turned at twice since 2026-03-20, most recently on 2026-09-04. Since 2024-10-08 it has 0 such levels below the current price and 11 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +10.6% |
| All-time low | its lowest closing price on record is $2.33 (set on 2025-03-17) | $2.33 |
| Above the all-time low | it is 15.5% above its all-time low | +15.4% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are about average versus its own recent 6-month history | 33rd percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $0.1562 between its high and its low — about 5.8% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $0.1562 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $2.74 and $3.36 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $2.74 – $3.05 – $3.36 |
| Typical daily range (% of price) | its price moves about 5.8% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 5.8% |
| Stretch from the 200-day average | it is trading 7.0 daily ranges below its 200-day average price (28.8% below it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 7.0 daily ranges below its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 0.88× |
|---|
Analyst
2
| Change in the average price target | analysts' average price target is unchanged from the prior reading | 0.0% |
|---|---|---|
| Change in the consensus rating | not available for this company yet | n/a |
Candlestick patterns
2
| Since a hammer | 5 sessions ago, after a stretch of decline, it sold off hard during the session and then closed back near its high — a "hammer", the long lower wick showing the drop was bought back before the close | 5 sessions ago |
|---|---|---|
| Since a bearish engulfing | 2 sessions ago it opened above the previous session's close and finished below that session's open — a "bearish engulfing" pair, where one down day more than undid the up day before it | 2 sessions ago |
Price gaps
3
| Gap at the open | it opened on 2026-10-08 0.7% below the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | -0.7% |
|---|---|---|
| Open gap | it gapped 3.1% below the previous close 27 sessions ago and has not traded back through the level it left behind at 4.01 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | -3.1% |
| Gap filled | a 10.7% gap up opened on 2026-09-08 has been "filled" 7 sessions ago — price traded back through the level the gap left behind, and it took 15 sessions to close | 7 sessions ago |
Price streaks
1
| Closing streak | it has closed lower 3 sessions in a row, a -8.81% move over the run — an unbroken run of down days, which describes what has already happened and says nothing about the next session | 3 sessions down |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock lagged the market by 22.4 percentage points (the stock lost 21.3% while the market gained 1.0%) | -22.4% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock lagged the market by 29.4 percentage points (the stock lost 25.6% while the market gained 3.8%) | -29.4% |
| vs market, 6 months | over the past 6 months this stock lagged the market by 46.1 percentage points (the stock lost 28.6% while the market gained 17.5%) | -46.1% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 40.3 percentage points (the stock lost 25.3% while the market gained 15.0%) | -40.3% |
Signal agreement
2
| Bullish technical signals | 2 of the 9 technical signals we can compute for it are currently in a bullish state: its RSI momentum gauge is oversold (a beaten-down reading), near the bottom of its 14-day range (oversold) — these describe past price behaviour, not a forecast | 2 of 9 |
|---|---|---|
| Bearish technical signals | 7 of the 9 technical signals we can compute for it are currently in a bearish state: a "death cross" — its 50-day average is below its 200-day, trading below its 200-day average, a fresh 20-day low, MACD momentum is negative, a strong downtrend, with sellers in control, lagging the market over 6 months, trading below the Ichimoku cloud — these describe past price behaviour, not a forecast | 7 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 29% below the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-09-01 and projected forward over today's price, the side traders read as an established downtrend, with the band above acting as the level that would have to be cleared. The band itself is thick, spanning 10.0% of the share price, which is taken to mean a barrier that has held for a while and takes effort to cross. | -28.8% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 27% below the average price paid so far this year, so the typical buyer over that stretch is under water. That average is $3.71 — a volume-weighted average of daily closes over 192 sessions, not a true tick-by-tick VWAP. | -27.4% |
|---|---|---|
| Vs the average paid since it last reported | the price is 21% below the average price paid since it last reported on 2026-08-10 (its 10-Q), so the typical buyer over that stretch is under water. That average is $3.39 — a volume-weighted average of daily closes over 43 sessions, not a true tick-by-tick VWAP. | -20.7% |
Price levels it has turned at before
ALTI last closed at $2.69 on 2026-10-08. Since 2024-10-08 it has turned at 0 prices below its last close and 11 above; the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $2.98 | Resistance | 10.6% above the last close | turned there twice · 2026-03-20 to 2026-09-04 |
| $3.13 | Resistance | 16.5% above the last close | turned there twice · 2025-03-04 to 2025-05-21 |
| $3.25 | Resistance | 20.7% above the last close | turned there three times · 2025-04-02 to 2026-05-13 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
No Elliott-wave labelling currently fits its swings: the recent highs and lows do not satisfy the three rules a five-wave count has to obey, so there is no count to show rather than a count we are unsure about.
Read from daily closes as of 2026-10-08.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading below the 200-day moving average · Oversold (14-day RSI below 30) · Near the 52-week low · Pulled back from the 12-month high · Broke down to a new 20-day low · MACD just crossed bearish (12/26/9) | Learn: moving average · golden cross · adx · rsi · macd · breakout · fifty two week high low
Based on daily closing prices as of 2026-10-08. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Mean price target$9.00 range $9.00 – $9.00
Analyst estimates, as of 2026-10-04. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for ALTI
- Consensus EPS estimate$0.02 next reporting period, as of 2026-10-04
- Estimate change, 30 days-$0.04 from $0.06, on 2026-08-31, 34-day window
- Readings revised upward0% of 7 comparable readings
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Sensitivity to global macroeconomic conditions and financial market volatility affecting AUM/AUA and fee revenue.","Potential for adverse impact from changes in interest rates and inflation on investment performance and capital deployment.","Reliance on client retention and the ability to attract and deploy capital in a competitive wealth management environment."]
What changed in the latest 10-Q
AI-assisted comparison of ALTI's 10-Q filed 2026-08-10 against the prior one filed 2026-05-11.
Management's Discussion & Analysis (MD&A)
- Added:
- Newer filing states combined assets of approximately $96.0 billion as of June 30, 2026, while older filing states approximately $90.1 billion as of March 31, 2026.
- Newer filing states approximately 465 professionals operating in 19 cities in nine countries as of June 30, 2026, while older filing states approximately 490 professionals operating in 19 cities in 9 countries.
- Newer filing adds the sentence: 'AlTi operates an open-architecture investment platform, evaluating opportunities across a broad universe of third-party managers and solutions. Investment recommendations are based solely on each client's objectives, risk profile and circumstances. All investment solutions are subject to a rigorous due diligence and governance framework, and recommendations are made solely on the basis of what we believe is the best outcome for clients.'
- Newer filing adds: 'These are subject to the same due diligence, governance and suitability rules as third-party investment solutions.' in reference to the one internally managed fund and three Externally-Managed Funds.
- Newer filing adds: ', part of our alternatives platform with a largely institutional client base' in describing the internally managed TIG Arbitrage fund.
- Newer filing adds: 'as part of our alternatives platform with a largely institutional client base' in describing the three external managers under Distributions from Investments.
- Newer filing adds the sentence: 'The management fee component of the distributions is recurring in nature, while the incentive portion, which is performance based, is more susceptible to impact from exogenous factors.'
- Removed:
- Older filing contains the sentence: 'The External Strategic Managers distributions from investments are all driven by a management fee component while the distributions from European equities and Asian credit and special situations also have an incentive fee component depending on performance. Depending on the fund, the incentive fee component can range from 15% to 35% of the net profit/income, in excess of a 10% return hurdle.' This sentence is not present in the newer filing excerpt.
- Older filing contains an 'Other income/fees' paragraph describing transaction fees; this paragraph is not present in the newer filing excerpt.
- Older filing contains a 'Market Trends and Business Environment' section; this section is not present in the newer filing excerpt (though the newer text appears truncated at '...management fee component w').
- Reworded:
- Wealth and institutional clients: older filing states clients 'may also pay' performance or incentive fees; newer filing states clients 'may pay' performance or incentive fees.
- Newer filing states 'in nine countries' while older filing states 'in 9 countries' in the Our Business paragraph.
- Notes:
- The newer filing excerpt appears truncated mid-sentence at '...management fee component w', so later portions of the Distributions from Investments section and any subsequent sections could not be compared.
- The older filing excerpt also appears truncated mid-sentence at 'including economi' in the Market Trends and Business Environment section, so some removals may reflect truncation rather than actual deletion.
Risk Factors
- Added:
- Newer filing (2026-08-10) includes exhibit 10.1, a Letter Agreement dated June 24, 2026 between the Company and Patrick Keenan.
- Newer filing (2026-08-10) includes Inline XBRL exhibits 101.INS, 101.SCH, 101.CAL, 101.DEF, 101.LAB, 101.PRE, and exhibit 104 cover page interactive data file.
- Newer filing (2026-08-10) signature block lists Patrick Keenan as Chief Financial Officer with Principal Financial Officer and Principal Accounting Officer roles.
- Newer filing (2026-08-10) signature date is August 10, 2026.
- Removed:
- Older filing (2026-05-11) signature block lists Michael W. Harrington as Chief Financial Officer (Principal Financial Officer).
- Older filing (2026-05-11) signature block lists Patrick Keenan separately as Chief Accounting Officer (Principal Accounting Officer).
- Older filing (2026-05-11) signature date is May 11, 2026.
- Reworded:
- Item 5(c): Newer filing (2026-08-10) refers to the quarter ended June 30, 2026; older filing (2026-05-11) refers to the quarter ended March 31, 2026.
- Page number after Item 5: Newer filing shows 78; older filing shows 72.
- Page number before Signatures: Newer filing shows 79; older filing shows 73.
- Page number after Signatures: Newer filing shows 80; older filing shows 74.
- Notes:
- Risk Factors section content itself is identical in both filings: both state no material changes in risk factors described in the Annual Report.
- The provided texts include subsequent items (Items 2-6 and Signatures), not only the Risk Factors section.
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
3 open-market purchases and 0 open-market sales by insiders in the last 90 days, of which we have read Form 4 filings through 2026-10-04. The 5 days since 2026-10-04 have not been checked yet.
- Last 30 days · read to 2026-10-042 buys ($20M) · 0 sells — 1 buying insider
- Last 90 days · read to 2026-10-043 buys ($20M) · 0 sells — 2 buying insiders
- Last 180 days · read to 2026-10-043 buys ($20M) · 0 sells — 2 buying insiders
Activity heuristic: net buying (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-10-01. Based on Form 4 filings read through 2026-10-04; anything filed since is not yet included.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about ALTI's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Institutional ownership (13F)
3 institutional 13F filers reported holding ALTI as of 2026-06-30 (quarter-end position, filed within 45 days).
- Distinct 13F filers 3
- Reported shares held 4,033,359
- Reported value $14,560,426
reported quarterly holdings change (2026-03-31 → 2026-06-30): 0 new, 3 increased, 0 decreased, 1 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Ask about ALTI's institutional holders → See what each manager we track holds →
Short interest (FINRA)
ALTI had 2,168,260 shares of reported short interest as of the 2026-09-15 FINRA settlement date (delayed, bi-monthly; not real-time).
Short interest as a percent of shares outstanding is not shown for ALTI because we do not hold a verified share count to divide it by. The reported figures above are unaffected.
- Reported short interest (shares) 2,168,260
- Prior settlement (shares) 2,198,548
- Reported change -1.38%
- Days to cover (reported) 8.53
Reported to FINRA as of the 2026-09-15 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Artisan Partners Asset Management (APAM)
- Evercore Wealth Management
- Focus Financial Partners
- Hightower Advisors
- Stifel Financial (SF)
- CI Financial (CIXX)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does ALTI GLOBAL INC CLASS A (ALTI) do?
AlTi Global is a global wealth management and investment advisory firm that provides holistic solutions to ultra-high-net-worth individuals, families, foundations, and institutions. The company offers a range of services including discretionary investment management, non-discretionary advisory, estate and wealth planning, trust and fiduciary services, and outsourced family office services.
What sector is ALTI GLOBAL INC CLASS A (ALTI) in?
ALTI GLOBAL INC CLASS A (ALTI) is classified in the Financials sector. Its industry is Wealth Management and Investment Advisory. It trades on NASDAQ.
Who are ALTI GLOBAL INC CLASS A's (ALTI) competitors?
Notable peers of ALTI GLOBAL INC CLASS A (ALTI) include Artisan Partners Asset Management, Evercore Wealth Management, Focus Financial Partners, Hightower Advisors and Stifel Financial. This peer set is informational only — not financial advice.
Is ALTI GLOBAL INC CLASS A (ALTI) overbought or oversold right now?
ALTI GLOBAL INC CLASS A (ALTI) is currently in oversold territory (its 14-day RSI is 28, below 30) (as of 2026-10-08). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on ALTI come from?
Fundamentals come from SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest; prices are market data, as of 2026-09-03; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.