13F-HR: AlTi Global, Inc. Discloses Q1 2025 Investment Portfolio

AlTi Global, Inc. reports its holdings for the quarter ended March 31, 2025, revealing a total portfolio value of approximately $3.81 billion.

Summary

• AlTi Global, Inc. filed its Form 13F for the quarter ended March 31, 2025.
• The report discloses the company's holdings, with a total value of $3,814,929,332.
• The filing indicates that AlTi Global, Inc. may share investment discretion with TIG Advisors, LLC and certain investment funds managed by TIG Advisors, but these entities file separate Form 13Fs.
• The report is a combination report, meaning that a portion of the holdings for AlTi Global, Inc. are reported in this report and a portion are reported by other reporting managers.
• The filing lists 27 other managers reporting for AlTi Global, Inc., including 3EDGE Asset Management, LP, Aperio Group, LLC, and AQR Capital Management LLC.

Sentiment

Score: 5

Explanation: The document is a standard regulatory filing, presenting factual information about the firm's holdings. Therefore, the sentiment is neutral.

Industry Context

Form 13F filings are required quarterly disclosures of equity holdings by institutional investment managers with at least $100 million in assets under management, providing transparency into their investment strategies and portfolio compositions.

Stakeholder Impact

• Shareholders can review the filing to understand the investment strategy and holdings of AlTi Global, Inc.

Key Dates

Keywords

Form 13F, holdings, investment portfolio, AlTi Global, institutional investment manager