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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)250.88m
- Net income in USD-162.61m
- 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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Mergers & acquisitions
| Acquired company | ALTI:NAQ since announced | Transaction value |
|---|---|---|
| Al Wealth Partners Pte Ltd | -8.23% | -- |
Data delayed at least 15 minutes, as of Apr 23 2024 20:51 BST.
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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nuveen Pennsylvania Quty Mul Ince Fund | -100.00bn | -100.00bn | 426.94m | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Diamond Hill Investment Group Inc | 136.72m | 42.23m | 428.18m | 129.00 | 10.59 | 2.67 | 9.65 | 3.13 | 14.34 | 14.34 | 46.36 | 56.79 | 0.5674 | -- | 7.73 | 1,059,817.00 | 17.88 | 18.77 | 22.05 | 23.82 | 97.61 | 97.72 | 31.51 | 34.42 | -- | -- | 0.00 | 75.69 | -11.51 | -1.25 | 4.43 | -1.89 | -51.17 | -- |
| Gamco Investors Inc | 240.15m | 65.04m | 540.53m | 174.00 | 8.54 | 3.22 | 14.26 | 2.25 | 2.55 | 2.55 | 9.44 | 6.76 | 1.03 | -- | 92.38 | 1,380,195.00 | 27.83 | 43.22 | 44.62 | 89.74 | 96.46 | 97.58 | 27.08 | 26.91 | -- | -- | -- | 23.42 | -14.07 | -6.42 | -10.43 | -5.28 | -- | 14.87 |
| Highest Performances Holdings Inc (ADR) | 15.80m | -6.02m | 553.69m | 288.00 | -- | 18.48 | -- | 35.04 | -0.0998 | -0.0998 | 0.262 | 0.4968 | 0.3112 | -- | 2.36 | 54,861.40 | -11.85 | -6.30 | -16.22 | -8.09 | 85.90 | 81.03 | -38.08 | -15.94 | -- | -- | 0.00 | -- | -39.37 | -7.15 | 28.17 | -- | 6.17 | -- |
| Vinci Partners Investments Ltd | 87.93m | 42.69m | 564.14m | 275.00 | 13.75 | 2.11 | 12.19 | 6.42 | 0.7627 | 0.7627 | 1.57 | 4.96 | 0.2235 | -- | 5.71 | 319,743.90 | 10.79 | 18.33 | 11.96 | 21.51 | -- | -- | 48.29 | 49.49 | -- | -- | 0.3332 | 67.80 | 11.35 | 21.42 | 0.5428 | 31.26 | 107.07 | -- |
| AlTi Global, Inc | 250.88m | -162.61m | 581.14m | 480.00 | -- | 0.9274 | -- | 2.32 | -2.96 | -2.96 | 3.34 | 5.25 | 0.3693 | -- | 27.44 | 522,666.70 | -45.02 | -- | -86.72 | -- | -- | -- | -121.89 | -- | -- | -1.69 | 0.1913 | -- | 226.36 | -- | -2,663.22 | -- | -- | -- |
| Phi Group Inc | 880.69m | 100.41m | 583.44m | 2.55k | 7.38 | 1.15 | 3.65 | 0.6625 | 3.25 | 3.25 | 28.54 | 20.90 | -- | -- | -- | 345,504.50 | -- | -- | -- | -- | -- | -- | 11.40 | -- | 2.49 | 21.58 | 0.073 | -- | 15.84 | -- | 74.25 | -- | -- | -- |
| Cion Investment Corp | 251.01m | 95.31m | 607.90m | -- | 6.43 | 0.6955 | -- | 2.42 | 1.76 | 1.76 | 4.59 | 16.23 | 0.1296 | -- | 154.09 | -- | 4.92 | 3.38 | 5.02 | 3.43 | 46.34 | 50.16 | 37.97 | 31.51 | -- | 10.81 | 0.5515 | 127.53 | 28.79 | 5.94 | 90.09 | 24.94 | -- | -1.45 |
| OTC Markets Group Inc | 109.90m | 27.66m | 622.57m | 82.00 | 22.31 | 19.25 | 20.71 | 5.67 | 2.33 | 2.33 | 9.26 | 2.70 | 1.22 | -- | 12.80 | -- | 30.71 | 33.64 | 62.39 | 65.71 | 92.03 | 91.36 | 25.17 | 27.03 | -- | -- | -- | 28.40 | 4.51 | 13.14 | -10.23 | 11.24 | -- | -1.42 |
| Fidus Investment Corp | 130.11m | 77.13m | 632.29m | -- | 6.97 | 1.04 | -- | 4.86 | 2.89 | 2.89 | 4.94 | 19.37 | 0.1284 | -- | 10.94 | -- | 7.61 | 7.03 | 7.93 | 7.37 | 55.06 | 51.45 | 59.28 | 64.74 | -- | -- | 0.4418 | 77.32 | 38.21 | 11.23 | 115.32 | 9.30 | -- | 9.71 |
| B Riley Financial Inc | 1.51bn | -86.37m | 658.76m | 2.21k | -- | 2.11 | -- | 0.4367 | -2.79 | -2.79 | 50.98 | 10.23 | 0.2472 | -- | 11.79 | -- | -1.37 | 2.37 | -3.08 | 5.05 | 70.18 | 84.20 | -5.55 | 8.80 | -- | 0.8297 | 0.932 | 75.12 | 71.52 | 28.96 | 48.54 | -- | -- | 65.72 |
| Nuveen Select Tax-Free Income Portfolio | 29.36m | 24.47m | 660.46m | -- | 26.55 | 1.01 | -- | 22.50 | 0.527 | 0.527 | 0.6245 | 13.79 | 0.0444 | -- | 3.12 | -- | 3.70 | 0.1493 | 3.76 | 0.1499 | 95.29 | 94.30 | 83.36 | 4.13 | -- | 8.32 | 0.0059 | 2,252.32 | 69.75 | 20.67 | 99.32 | -- | -- | 0.018 |
| Trinity Capital Inc | 181.86m | 76.89m | 682.16m | 43.00 | 7.77 | 1.11 | -- | 3.75 | 1.89 | 1.89 | 4.36 | 13.19 | 0.1492 | -- | 17.17 | 4,229,186.00 | 6.31 | -- | 6.63 | -- | 75.64 | -- | 42.28 | -- | -- | 6.91 | 0.5114 | -- | 24.99 | -- | 353.15 | -- | -- | -- |
| Associated Capital Group Inc | 12.68m | 37.45m | 697.02m | 25.00 | 18.87 | 0.7701 | 18.30 | 54.96 | 1.72 | 1.72 | 0.5825 | 42.11 | 0.0136 | -- | 0.5991 | 507,320.00 | 4.03 | 2.30 | 4.20 | 2.68 | -- | -- | 297.47 | 134.35 | -- | -- | 0.0064 | 18.40 | -16.71 | -11.05 | 176.58 | -- | -- | 0.00 |
Data as of Apr 23 2024. Currency figures normalised to AlTi Global, Inc's reporting currency: US Dollar USD
5.80%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| BlackRock Fund Advisorsas of 31 Dec 2023 | 1.40m | 1.98% |
| Geode Capital Management LLCas of 31 Dec 2023 | 536.23k | 0.76% |
| Lumyna Investments Ltd.as of 30 Sep 2022 | 497.75k | 0.70% |
| The Vanguard Group, Inc.as of 31 Dec 2023 | 441.57k | 0.62% |
| SSgA Funds Management, Inc.as of 31 Dec 2023 | 403.20k | 0.57% |
| Tiedemann Advisors LLCas of 31 Dec 2023 | 320.72k | 0.45% |
| Northern Trust Investments, Inc.(Investment Management)as of 31 Dec 2023 | 201.38k | 0.28% |
| Charles Schwab Investment Management, Inc.as of 31 Dec 2023 | 199.22k | 0.28% |
| The Bank of New York Mellon Corp. (Investment Management)as of 31 Dec 2023 | 59.00k | 0.08% |
| Schweizerische Nationalbank (Investment Portfolio)as of 31 Dec 2023 | 55.87k | 0.08% |
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Data from 30 Sep 2022 - 31 Dec 2023Source: FactSet Research Systems Inc.
