ALTI.NASDAQAlti Global, INC

SCHEDULE: Islet Management Discloses 5.27% Stake in ALTi Global

Sentiment:

Beneficial Ownership Report


Islet Management, LP and Joseph Samuels have reported a beneficial ownership of 5.27% of ALTi Global, Inc.'s Class A Common Stock.

Summary

  • Islet Management, LP and Joseph Samuels collectively beneficially own 5,422,100 shares of ALTi Global, Inc.'s Class A Common Stock.
  • This ownership represents 5.27% of the outstanding Class A Common Stock.
  • The beneficially owned shares include 399,100 shares issuable upon the exercise of call options.
  • Islet Management, LP, a Delaware entity, acts as the investment manager for the accounts holding these securities.
  • Joseph Samuels, a U.S. citizen, is the Chief Executive Officer and Chief Investment Officer of Islet Management, LP.
  • The percentage of ownership is calculated based on 102,464,812 shares of Common Stock outstanding as of November 7, 2025, as reported in ALTi Global's Form 10-K filed on November 13, 2025.
  • The securities were not acquired for the purpose of changing or influencing control of ALTi Global, Inc., other than activities solely in connection with a nomination under Rule 14a-11.

Sentiment

Score: 5

Explanation: This is a neutral filing, simply reporting a beneficial ownership stake. It does not contain operational or financial performance data to assess positive or negative sentiment.

Future Outlook

NA

Industry Context

This filing indicates a significant institutional investment in ALTi Global, Inc., which can be viewed as a vote of confidence from a specialized investment firm. Such disclosures are common in the financial industry as funds cross statutory ownership thresholds, providing transparency into major shareholder positions.

Stakeholder Impact

  • Shareholders: The disclosure of a significant institutional investor holding over 5% of the company's stock may be perceived positively, indicating institutional interest and potentially providing a level of stability to the shareholder base.
  • Management: Awareness of a significant shareholder can influence management's strategic decisions and communication, particularly given the certification regarding potential nomination activities under Rule 14a-11.

Key Dates

DateDescription
2025-11-07Date as of which 102,464,812 shares of Common Stock were outstanding, as reported in the Issuer's Form 10-K.
2025-11-13Date ALTi Global, Inc. filed its Quarterly Report on Form 10-K with the SEC.
2025-11-17Date of event which requires the filing of this statement.
2025-12-29Date of filing and certification by Islet Management, LP and Joseph Samuels.

Keywords

ALTi Global, Islet Management, Joseph Samuels, Beneficial Ownership, Schedule 13G, Class A Common Stock, Investment Management, Shareholder Stake

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