Company AlTi Global, Inc.

Equities

ALTI

US02157E1064

Investment Management & Fund Operators

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Sector Other Investment Management & Fund Operators

End-of-day quote Nasdaq Other stock markets 23:00:00 09/05/2024 BST			5-day change	1st Jan Change
4.61 ^USD	-2.33%		+2.44%	-47.37%

05-10	Transcript : AlTi Global, Inc., Q1 2024 Earnings Call, May 10, 2024
05-09	AlTi Global, Inc. agreed to acquire Envoi LLC from management of Envoi LLC.	CI

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.

Number of employees: 480

USD in Million	2022	Weight	2023	Weight	Delta
Wealth Management 54.8 %	-	-	138	54.8 %	-
Strategic Alternatives 45.2 %	-	-	113	45.2 %	-

USD in Million	2022	Weight	2023	Weight	Delta
United States 61.3 %	0	nan %	154	61.3 %	-
United Kingdom 23.5 %	-	-	59	23.5 %	-
Rest of World 15.2 %	-	-	38	15.2 %	-

Managers	Title	Age	Since
Mike Tiedemann CEO	Chief Executive Officer	-	02/01/22
Kevin Moran PSD	President	46	02/01/22
Stephen Yarad DFI	Director of Finance/CFO	54	14/09/23
John Carbine CTO	Chief Tech/Sci/R&D Officer	-	-
Nancy Curtin CIO	Chief Investment Officer	66	02/01/22
Reid Parmelee AUD	Comptroller/Controller/Auditor	-	30/09/21
Claire Verdirame SAM	Sales & Marketing	-	-
Laurie Birrittella HRO	Human Resources Officer	58	02/01/22
Alison Trauttmansdorff HRO	Human Resources Officer	53	31/01/22
Colleen Graham LAW	General Counsel	58	-

Members of the board	Title	Age	Since
Timothy Keaney CHM	Chairman	62	02/01/22
Mark Furlong BRD	Director/Board Member	66	31/08/23
Craig Smith BRD	Director/Board Member	-	02/01/22
Mike Tiedemann CEO	Chief Executive Officer	-	02/01/22
Nancy Curtin CIO	Chief Investment Officer	66	02/01/22
Norma Corio BRD	Director/Board Member	63	28/06/23
Spiros Maliagros BRD	Director/Board Member	47	02/01/22
Peter Michael Yu BRD	Director/Board Member	62	-
Ali Bouzarif BRD	Director/Board Member	45	02/01/22
Judy Lee BRD	Director/Board Member	56	02/01/22

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	48,265,195	0	0	45.64 %
Stock B	1	71,064,411	32,433,985 ( 45.64 %)	0

Name	Equities	%	Valuation
ilWaddi Cayman Holdings 25.24 %	17,933,265	25.24 %	102 M $
Sai Hong Yeung 14.67 %	10,426,163	14.67 %	59 M $
Peter Michael Yu 9.190 %	6,530,870	9.190 %	37 M $
Vanguard Fiduciary Trust Co. 2.243 %	1,593,772	2.243 %	9 M $
BlackRock Advisors LLC 2.013 %	1,430,488	2.013 %	8 M $
Ali Bouzarif 1.071 %	761,409	1.071 %	4 M $
Geode Capital Management LLC 0.7546 %	536,229	0.7546 %	3 M $
Spiros Maliagros 0.7219 %	512,985	0.7219 %	3 M $
Lumyna Investments Ltd. 0.7004 %	497,753	0.7004 %	3 M $
Robert Weeber 0.6567 %	466,647	0.6567 %	3 M $

Name	Equities	%	Valuation
Mike Tiedemann 17.77 %	9,780,041	17.77 %	55 M $
Drew Figdor 15.66 %	8,617,856	15.66 %	49 M $
Spiros Maliagros 6.199 %	3,411,306	6.199 %	19 M $
Craig Smith 3.765 %	2,072,165	3.765 %	12 M $
Laurie Birrittella 2.063 %	1,135,425	2.063 %	6 M $
Brooke Connell 1.392 %	765,879	1.392 %	4 M $
Kevin Moran 1.264 %	695,759	1.264 %	4 M $
Robert Weeber 1.119 %	616,024	1.119 %	3 M $

Name	Equities	%	Valuation
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PROLOGIS, INC. 0.02%	207,387	0.02%	27,005,935 $
ORACLE CORPORATION 0.00%	130,865	0.00%	16,437,953 $

AlTi Global, Inc.

520 Madison Avenue 21st floor

10022, New York

http://alti-global.com

Trading Rating

Investor Rating

ESG Refinitiv

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Sell

Buy

Mean consensus

BUY

Number of Analysts

Last Close Price

4.61 USD

Average target price

9 USD

Spread / Average Target

+95.23%

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