13F-HR: AlTi Global Discloses $3.98B Q2 2025 Holdings

AlTi Global, Inc. has filed its Form 13F-HR, revealing its institutional investment holdings totaling nearly $4 billion as of June 30, 2025.

Summary

• AlTi Global, Inc. filed its Form 13F-HR for the quarter ended June 30, 2025.
• The report details the institutional investment manager's holdings, which totaled $3,986,096,992.
• The filing includes 661 distinct holdings entries.
• AlTi Global, Inc. operates as a 13F Combination Report filer, indicating that a portion of its holdings are reported in this document, while others are reported by different managers.
• AlTi Global, Inc. may share investment discretion with TIG Advisors, LLC and its managed funds, which file separate 13Fs.
• Tiedemann Advisors, LLC is listed as another manager included in this report.

Sentiment

Score: 5

Explanation: The filing is a routine regulatory disclosure of historical holdings. It contains no qualitative statements or performance data that would indicate a positive or negative sentiment. The sentiment is neutral as it is purely factual.

Positives

• The disclosure of a substantial portfolio valued at nearly $4 billion reflects significant assets under management.
• The diversified nature of the holdings across 661 entries suggests a broad investment strategy.

Negatives

• The filing does not contain explicit negative statements or indicate any adverse financial performance. As a holdings report, it does not provide performance data.

Risks

• The filing does not explicitly mention specific risks. As a Form 13F-HR, it is a disclosure of holdings, not a risk assessment document.

Future Outlook

This Form 13F-HR filing is a historical snapshot of investment holdings and does not provide any forward-looking statements or guidance regarding future performance or investment strategy.

Management Comments

• This filing is a regulatory disclosure of investment holdings and does not contain direct quotes or paraphrased statements from company management.

Industry Context

Form 13F-HR filings are standard quarterly disclosures mandated by the SEC for institutional investment managers with over $100 million in assets under management. They provide transparency into the equity holdings of large investment firms, offering insights into their investment strategies and market positions. This filing by AlTi Global, Inc. is a routine compliance document, typical for firms operating in the asset management sector, and allows market participants to observe their portfolio composition.

Comparison to Industry Standards

• As a Form 13F-HR, this filing is a disclosure of an institutional investment manager's equity holdings and does not present financial results or performance metrics that can be directly compared to industry-specific benchmarks or competitor performance. Its purpose is to provide transparency on portfolio composition rather than operational or financial outcomes. Therefore, specific comparable companies, projects, or results are not applicable in this context.

Stakeholder Impact

• Shareholders: Provides transparency into the investment manager's portfolio, allowing shareholders to see the types of assets managed.
• Investment Professionals/Analysts: Offers data for market analysis, tracking institutional investment trends, and understanding AlTi Global's investment strategy.
• Regulatory Authorities: Fulfills SEC's mandated disclosure requirements for institutional investment managers.

Next Steps

• The filing is a historical record of investment holdings and does not outline any future actions, events, or milestones for the company itself.

Key Dates

Keywords

AlTi Global, 13F-HR, SEC Filing, Institutional Investment, Holdings Report, Portfolio, Asset Management, Investment Discretion, Public Disclosure, Financial Reporting