AlTi Global Inc.

05/07/2026 | Press release | Distributed by Public on 05/07/2026 14:40

Initial Quarterly Holdings Report by Institutional Manager (Form 13F-HR)

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL
OMB Number: 3235-0006
Expires: Oct 31, 2018
Estimated average burden
hours per response: 23.8
Report for the Calendar Year or Quarter Ended: 03-31-2026
Check here if Amendment Amendment Number:
This Amendment (Check only one.): is a restatement.
adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: AlTi Global, Inc.
Address: 22 VANDERBILT
27TH FLOOR
NEW YORK, NY 10017
Form 13F File Number: 028-23888

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Colleen Graham
Title: General Counsel
Phone: 212-396-5900
Signature, Place, and Date of Signing:
/s/Colleen Graham New York, NY 05-07-2026
[Signature] [City, State] [Date]
Under Section 13(f) of the Securities Exchange Act of 1934, as amended, and the rules promulgated thereunder, AlTi Global, Inc. may be deemed to have shared investment discretion with TIG Advisors, LLC (TIG Advisors) and certain investment funds managed by TIG Advisors (the TIG Funds). However, TIG Advisors and the TIG Funds file separate Form 13Fs from AlTi Global, Inc.
Report Type (Check only one.):
13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
X 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name
028-17691 3EDGE Asset Management, LP
028-11964 Aperio Group, LLC
028-06694 APPLETON PARTNERS INC/MA
028-10120 AQR CAPITAL MANAGEMENT LLC
028-02634 Aristotle Capital Management, LLC
028-02259 BOSTON TRUST WALDEN NATIONAL ASSOCIATION
028-06630 DISCIPLINED GROWTH INVESTORS INC /MN
028-10309 DSM CAPITAL PARTNERS LLC
028-17617 EQUITY INVESTMENT CORP
028-01454 FEDERATED INVESTMENT COUNSELING
028-04930 Fiera Capital Inc.
028-18699 Forefront Analytics, LLC
028-04145 GW&K Investment Management, LLC
028-10663 Hamlin Capital Management, LLC
028-04434 HARDING LOEVNER LP
028-21789 Insight North America LLC
028-23723 Invesco Managed Accounts, LLC
028-02588 KLINGENSTEIN FIELDS & CO LP
028-15578 Main Management LLC
028-14498 Nuveen Asset Management, LLC
028-10952 PACIFIC INVESTMENT MANAGEMENT CO LLC
028-04558 PARAMETRIC PORTFOLIO ASSOCIATES LLC
028-19308 Quantinno Capital Management LP
028-11496 UBS FINANCIAL SERVICES INC
028-01217 VOYA INVESTMENT MANAGEMENT CO
028-07104 WCM INVESTMENT MANAGEMENT, LLC
028-16847 XPONANCE LLC
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 1
Form 13F Information Table Entry Total: 709
Form 13F Information Table Value Total: 4,599,841,351
(thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
No. Form 13F File Number Name
1 028-13688 TIEDEMANN ADVISORS, LLC
AlTi Global Inc. published this content on May 07, 2026, and is solely responsible for the information contained herein. Distributed via EDGAR on May 07, 2026 at 20:40 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]