13F-HR: AlTi Global, Inc. Discloses Q3 2024 Holdings in Form 13F Filing

AlTi Global, Inc. has filed its Form 13F for the quarter ending September 30, 2024, detailing its equity holdings and shared investment discretion.

Summary

• AlTi Global, Inc. filed its Form 13F for the quarter ending September 30, 2024, disclosing its holdings.
• The report indicates a total value of $4,160,641,064 across 604 entries.
• AlTi Global, Inc. shares investment discretion with TIG Advisors, LLC and certain investment funds managed by TIG Advisors, though these entities file separate 13F reports.
• The filing includes a list of other managers reporting for AlTi Global, Inc., including 3Edge Asset Management, LP, Aperio Group, LLC, and many others.
• The report also lists Tiedemann Advisors, LLC as another manager for which this report is filed.

Sentiment

Score: 7

Explanation: The document is a routine regulatory filing, so the sentiment is neutral to slightly positive due to the transparency it provides.

Industry Context

Form 13F filings are a standard requirement for institutional investment managers, providing transparency into their holdings and investment strategies. This filing is consistent with regulatory requirements for firms of this size and nature.

Comparison to Industry Standards

• The filing is consistent with the requirements of a Form 13F, which is a standard report for institutional investment managers.
• The number of holdings and total value are within the expected range for a firm of AlTi Global's size.
• The inclusion of multiple managers reporting under AlTi Global is not unusual for large investment firms with various sub-advisors or managed accounts.
• The specific holdings are diverse, spanning various sectors and asset classes, which is typical for a diversified investment portfolio.

Stakeholder Impact

• The filing provides transparency to shareholders and the market regarding AlTi Global's investment positions.
• The detailed holdings information may influence investment decisions by other market participants.

Key Dates

Keywords

Form 13F, institutional investment manager, equity holdings, investment discretion, AlTi Global, TIG Advisors, asset management, portfolio