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About the company
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.
- Revenue in USD (TTM)241.22m
- Net income in USD-126.28m
- Incorporated2022
- Employees480.00
- LocationAlTi Global, Inc520 Madison Ave, 21St FloorNEW YORK 10022United StatesUSA
- Phone+1 (212) 461-6363
- Fax+1 (302) 655-5049
- Websitehttps://alti-global.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MNYLI MacKay DefndTrm Mn pprtnts Fnd | 27.42m | 12.67m | 470.29m | -- | 37.13 | 1.01 | -- | 17.15 | 0.4535 | 0.4535 | 0.9817 | 16.67 | 0.0392 | -- | 2.61 | -- | 1.81 | 0.7029 | 2.70 | 1.08 | 51.96 | 65.17 | 46.20 | 17.61 | -- | 10.97 | 0.2904 | 452.89 | -4.18 | -7.94 | 251.44 | -19.03 | -- | -5.65 |
| BlackRock Flotng Rt Incm Strtgs Fund Inc | 57.03m | 49.18m | 473.87m | -- | 9.99 | 1.03 | -- | 8.31 | 1.35 | 1.35 | 1.54 | 13.08 | 0.0913 | -- | 4.62 | -- | 7.88 | -- | 8.14 | -- | 76.57 | -- | 86.24 | -- | -- | -- | 0.2432 | -- | 43.89 | -- | 770.87 | -- | -- | -- |
| BlackRock MuniAssets Fund Inc | 30.34m | 7.18m | 477.11m | 0.00 | 66.02 | 1.09 | -- | 15.73 | 0.188 | 0.188 | 0.7869 | 11.42 | 0.0474 | -- | 113.24 | -- | 1.12 | -- | 1.13 | -- | 62.32 | -- | 23.67 | -- | -- | 1.64 | 0.29 | -- | -- | -- | -- | -- | -- | -- |
| BlackRock MuniVest Fund Inc | 32.96m | 14.13m | 477.75m | -- | 33.81 | 0.9371 | -- | 14.49 | 0.2227 | 0.2227 | 0.5199 | 10.46 | 0.0423 | -- | 12.25 | -- | 1.81 | 0.6424 | 1.83 | 0.647 | 52.21 | 69.36 | 42.88 | 16.86 | -- | 6.25 | 0.1045 | 412.09 | 3.36 | -6.86 | 85.42 | -- | -- | -11.93 |
| Neuberger Brmn Egy Iftrt and Inm Fnd Inc | 10.76m | 120.39m | 481.03m | -- | 4.00 | 0.9638 | -- | 44.72 | 2.12 | 2.12 | 0.1898 | 8.81 | 0.0189 | -- | -- | -- | 21.17 | 3.22 | 21.21 | 3.23 | -17.86 | -77.19 | 1,119.34 | 312.54 | -- | -- | 0.1711 | 150.60 | 16.57 | 15.49 | -100.47 | -- | -- | 1.21 |
| Nuveen Taxable Municipal Income Fund | 38.97m | 16.30m | 483.84m | -- | 29.69 | 1.03 | -- | 12.42 | 0.5544 | 0.5544 | 1.33 | 16.01 | 0.0547 | -- | -- | -- | 2.29 | 0.6722 | 3.18 | 0.8724 | 58.30 | 76.01 | 41.84 | 13.12 | -- | 3.56 | 0.3243 | 618.27 | -5.24 | 0.893 | -108.86 | -- | -- | -1.53 |
| Royce Micro-Cap Trust Inc | 7.50m | 67.69m | 484.01m | -- | 7.16 | 0.904 | -- | 64.58 | 1.33 | 1.33 | 0.1477 | 10.56 | 0.0143 | -- | 9.53 | -- | 12.92 | -- | 12.95 | -- | 6.10 | -- | 903.17 | -- | -- | -- | 0.0037 | -- | 10.29 | -- | 170.94 | -- | -- | -- |
| Nuveen Preferrd Scrts n Incm Oprtnts Fnd | 44.83m | -6.46m | 486.19m | -- | -- | 1.10 | -- | 10.84 | -0.2837 | -0.2837 | 1.97 | 19.41 | 0.062 | -- | 3.71 | -- | -0.8928 | 1.02 | -1.00 | 1.10 | 53.35 | 72.30 | -14.41 | 16.90 | -- | 0.7864 | 0.3537 | 433.32 | -3.36 | -2.12 | 43.17 | -- | -- | -4.11 |
| AlTi Global, Inc | 241.22m | -126.28m | 493.59m | 480.00 | -- | 0.6587 | -- | 2.05 | -2.07 | -2.07 | 3.26 | 7.49 | 0.1768 | -- | 18.89 | 502,535.40 | -17.02 | -- | -29.54 | -- | -- | -- | -96.25 | -- | -- | -1.35 | 0.1508 | -- | 226.36 | -- | -2,663.22 | -- | -- | -- |
| John Hancock Preferred Income Fund | -100.00bn | -100.00bn | 499.27m | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Abrdn Global Infrastructure Income Fund | 28.92m | 32.84m | 506.15m | -- | 15.41 | 0.9642 | -- | 17.50 | 1.30 | 1.30 | 1.15 | 20.83 | 0.0542 | -- | -- | -- | 6.16 | -- | 6.21 | -- | 72.08 | -- | 113.56 | -- | -- | -- | 0.00 | -- | 126.25 | -- | 147.39 | -- | -- | -- |
| Gladstone Investment Corporation | 118.29m | 69.99m | 508.87m | 70.00 | 6.80 | 1.07 | -- | 4.30 | 2.04 | 2.04 | 3.36 | 13.01 | 0.1343 | -- | 21.94 | 1,689,814.00 | 7.95 | 7.36 | 8.30 | 7.65 | 40.45 | 50.12 | 59.17 | 54.79 | -- | -- | 0.453 | 87.74 | 27.37 | -1.72 | 139.98 | 0.8945 | -- | 20.76 |
| abrdn World Healthcare Fund | 12.58m | 48.96m | 509.80m | -- | 10.41 | 1.06 | -- | 40.52 | 1.28 | 1.28 | 0.3288 | 12.53 | 0.0208 | -- | 3.75 | -- | 8.10 | 3.71 | 8.16 | 3.78 | -13.78 | 19.07 | 389.18 | 180.74 | -- | -- | 0.2003 | 215.11 | 5.47 | -1.33 | 159.87 | 3.10 | -- | -0.4599 |
| Oppenheimer Holdings Inc. (USA) | 1.30bn | 61.28m | 513.75m | 2.93k | 8.99 | 0.6266 | 7.04 | 0.3938 | 5.48 | 5.48 | 116.24 | 78.63 | 0.4106 | -- | 0.9126 | 449,425.80 | 1.93 | 2.94 | 6.44 | 9.04 | 98.06 | 98.03 | 4.70 | 6.64 | -- | 2.15 | 0.6212 | 14.46 | 12.41 | 5.44 | -6.71 | 0.8754 | 13.46 | 6.40 |
| Palmer Square Capital BDC Inc | 129.93m | 84.00m | 514.15m | -- | 6.06 | 0.9353 | -- | 3.96 | 2.60 | 2.60 | 4.02 | 16.85 | 0.1023 | -- | 116.89 | -- | 6.61 | -- | 6.93 | -- | 50.01 | -- | 64.65 | -- | -- | -- | 0.5992 | -- | 50.64 | -- | 244.78 | -- | -- | -- |
| BlackRock Ltd Duration Income Trust | -100.00bn | -100.00bn | 516.37m | 0.00 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
Data as of Oct 07 2024. Currency figures normalised to AlTi Global, Inc's reporting currency: US Dollar USD
7.56%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 31 Mar 2024 | 1.53m | 2.13% |
| BlackRock Fund Advisorsas of 31 Mar 2024 | 1.36m | 1.90% |
| Geode Capital Management LLCas of 30 Jun 2024 | 761.33k | 1.06% |
| Tiedemann Advisors LLCas of 31 Mar 2024 | 760.97k | 1.06% |
| SSgA Funds Management, Inc.as of 31 Mar 2024 | 411.02k | 0.57% |
| Northern Trust Investments, Inc.(Investment Management)as of 31 Mar 2024 | 213.36k | 0.30% |
| Charles Schwab Investment Management, Inc.as of 31 Mar 2024 | 203.54k | 0.28% |
| The Bank of New York Mellon Corp. (Investment Management)as of 30 Jun 2024 | 74.00k | 0.10% |
| BlackRock Investment Management LLCas of 31 Mar 2024 | 55.83k | 0.08% |
| BlackRock Advisors LLCas of 31 Mar 2024 | 54.49k | 0.08% |
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Data from 31 Mar 2024 - 30 Jun 2024Source: FactSet Research Systems Inc.
