ALTI vs SAMG
ALTI: AlTi Global is a global wealth and family office platform managing $93 billion for ultra-high-net-worth families and institutions across discretionary investment management, trust services, and alternative asset access. SAMG: Silvercrest is a boutique wealth and asset management firm providing customized investment strategies and family office services to high-net-worth clients.
Side-by-side fundamentals
| Metric | ALTI | SAMG | Edge |
|---|---|---|---|
| Price as of 2026-07-23 close | $3.32 | $10.14 | |
| Market cap as of 2026-07-24 | $506M | $119M | |
| P/E as of 2026-07-24 | n/a | 44.91 | |
| Net margin as of 2026-07-24 | -41.9% | +2.1% | SAMG higher |
| Operating margin as of 2026-07-24 | -42.6% | +4.6% | SAMG higher |
| ROE as of 2026-07-24 | -18.1% | +4.8% | SAMG higher |
| ROA as of 2026-07-24 | -9.7% | +1.7% | SAMG higher |
| Debt / equity as of 2026-07-24 | 0.02 | 0.22 | ALTI lower |
| Revenue growth (YoY) as of 2026-07-24 | +26.9% | +0.5% | ALTI higher |
| Revenue CAGR (3y) SEC XBRL | +49.1% | +0.6% | ALTI higher |
| Dividend yield as of 2026-07-24 | n/a | +8.3% | |
| Beta as of 2026-07-24 | 0.63 | 0.68 | |
| 1-year return as of 2026-07-23 close | -24.6% | -39.9% | ALTI higher |
Fundamentals: Finnhub, as of 2026-07-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-23.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.