SCHEDULE: Peter Yu and Affiliates Report 4.94% Stake in AlTi Global

Peter Yu, CGC Sponsor LLC, and Pangaea Three-B, LP have disclosed a combined beneficial ownership of 4.94% in AlTi Global, Inc.

Summary

• Reporting persons Peter Yu, CGC Sponsor LLC, and Pangaea Three-B, LP collectively hold 5,309,648 shares of AlTi Global, Inc. Class A Common Stock.
• The reported stake represents 4.94% of the issuer's total outstanding shares, based on 107,438,077 shares outstanding as of March 31, 2026.
• The ownership structure involves multiple entities controlled by Peter Yu, including the Sponsor and Pangaea Three-B, LP.
• The filing confirms that these securities are not held for the purpose of changing or influencing the control of the issuer.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral regulatory disclosure of existing shareholdings with no indication of immediate strategic shifts or activist intent.

Positives

• The filing provides transparency regarding the beneficial ownership of a significant block of shares by an institutional-linked investor group.

Negatives

• The reporting persons' combined stake of 4.94% falls just below the 5% threshold that typically triggers more stringent reporting requirements, suggesting a strategic positioning.

Risks

• The reporting persons disclaim beneficial ownership except to the extent of their pecuniary interest, which may complicate future coordinated actions.
• The concentration of control under Peter Yu across multiple entities creates potential governance complexities.

Future Outlook

The reporting persons have certified that the securities were not acquired for the purpose of changing or influencing the control of the issuer.

Management Comments

• The reporting persons certify that the information set forth in the statement is true, complete, and correct.

Industry Context

StockSavvy.ai notes that this filing reflects standard institutional disclosure requirements for significant minority positions in financial services firms, highlighting the ongoing interest of private investment vehicles in AlTi Global's equity structure.

Comparison to Industry Standards

• The filing adheres to standard SEC Schedule 13G reporting requirements for passive investors.
• The disclosure of beneficial ownership via multiple controlled entities is consistent with standard practices for private equity and sponsor-led investment firms.

Related Party Transactions

• The filing discloses that Pangaea is the sole member of the Sponsor, and the Sponsor is the sole member of P3A, all of which are controlled by Peter Yu.

Stakeholder Impact

• Shareholders should note the concentration of nearly 5% of the float under a single control group, which may influence liquidity or future voting dynamics.

Next Steps

• The reporting persons are responsible for filing future amendments to this statement as required by law.

Key Dates

Keywords

AlTi Global, Schedule 13G, Peter Yu, Beneficial Ownership, CGC Sponsor LLC, Institutional Investor