Company AlTi Global, Inc.

Equities

ALTI

US02157E1064

Investment Management & Fund Operators

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Sector Other Investment Management & Fund Operators

End-of-day quote Nasdaq Other stock markets 06:00:00 2024-04-29 pm EDT			5-day change	1st Jan Change
4.6 ^USD	-7.44%		-7.44%	-47.49%

Apr. 01	AlTi Global, Inc. entered into an agreement to acquire East End Advisors, LLC for approximately $76.1 million.	CI
Mar. 22	AlTi Global, Inc. Announces Promotion of Kevin Moran to President	CI

AlTi Global, Inc. is an independent global wealth and alternatives manager providing entrepreneurs, multi-generational families, institutions, and emerging leaders with fiduciary capabilities as well as alternative investment strategies and advisory services. It operates through two segments: Wealth Management and Strategic Alternatives. Within its Wealth Management segment, services provided principally consist of investment management and advisory services, trusts and administrative services, and family office services. The wealth management client base includes high net worth individuals, families, single family offices, foundations, and endowments globally. In its Strategic Alternatives segment, it assists its investors with alternative investments and co-investments by providing access to differentiated opportunities in these areas as well as structuring and selecting partners with a proven track record in alternative asset classes, with risk-adjusted return characteristics.

Number of employees: 480

USD in Million	2022	Weight	2023	Weight	Delta
Wealth Management 54.8 %	-	-	138	54.8 %	-
Strategic Alternatives 45.2 %	-	-	113	45.2 %	-

USD in Million	2022	Weight	2023	Weight	Delta
United States 61.3 %	0	nan %	154	61.3 %	-
United Kingdom 23.5 %	-	-	59	23.5 %	-
Rest of World 15.2 %	-	-	38	15.2 %	-

Managers	Title	Age	Since
Mike Tiedemann CEO	Chief Executive Officer	-	22-01-02
Kevin Moran PSD	President	46	22-01-02
Stephen Yarad DFI	Director of Finance/CFO	54	23-09-14
John Carbine CTO	Chief Tech/Sci/R&D Officer	-	-
Nancy Curtin CIO	Chief Investment Officer	66	22-01-02
Reid Parmelee AUD	Comptroller/Controller/Auditor	-	21-09-30
Claire Verdirame SAM	Sales & Marketing	-	-
Laurie Birrittella HRO	Human Resources Officer	58	22-01-02
Alison Trauttmansdorff HRO	Human Resources Officer	53	22-01-31
Colleen Graham LAW	General Counsel	58	-

Members of the board	Title	Age	Since
Timothy Keaney CHM	Chairman	62	22-01-02
Mark Furlong BRD	Director/Board Member	66	23-08-31
Craig Smith BRD	Director/Board Member	-	22-01-02
Mike Tiedemann CEO	Chief Executive Officer	-	22-01-02
Nancy Curtin CIO	Chief Investment Officer	66	22-01-02
Norma Corio BRD	Director/Board Member	63	23-06-28
Spiros Maliagros BRD	Director/Board Member	47	22-01-02
Peter Michael Yu BRD	Director/Board Member	62	-
Ali Bouzarif BRD	Director/Board Member	45	22-01-02
Judy Lee BRD	Director/Board Member	56	22-01-02

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	48,265,195	0	0	45.64 %
Stock B	1	71,064,411	32,433,985 ( 45.64 %)	0

Name	Equities	%	Valuation
ilWaddi Cayman Holdings 25.24 %	17,933,265	25.24 %	102 M $
Sai Hong Yeung 14.67 %	10,426,163	14.67 %	59 M $
Peter Michael Yu 9.190 %	6,530,870	9.190 %	37 M $
BlackRock Advisors LLC 2.047 %	1,454,712	2.047 %	8 M $
Ali Bouzarif 1.071 %	761,409	1.071 %	4 M $
Geode Capital Management LLC 0.7546 %	536,229	0.7546 %	3 M $
Spiros Maliagros 0.7219 %	512,985	0.7219 %	3 M $
Vanguard Fiduciary Trust Co. 0.7155 %	508,464	0.7155 %	3 M $
Lumyna Investments Ltd. 0.7004 %	497,753	0.7004 %	3 M $
Robert Weeber 0.6567 %	466,647	0.6567 %	3 M $

Name	Equities	%	Valuation
Mike Tiedemann 17.77 %	9,780,041	17.77 %	55 M $
Drew Figdor 15.66 %	8,617,856	15.66 %	49 M $
Spiros Maliagros 6.199 %	3,411,306	6.199 %	19 M $
Craig Smith 3.765 %	2,072,165	3.765 %	12 M $
Laurie Birrittella 2.063 %	1,135,425	2.063 %	6 M $
Brooke Connell 1.392 %	765,879	1.392 %	4 M $
Kevin Moran 1.264 %	695,759	1.264 %	4 M $
Robert Weeber 1.119 %	616,024	1.119 %	3 M $

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AlTi Global, Inc.

520 Madison Avenue 21st floor

10022, New York

http://alti-global.com

Trading Rating

Investor Rating

ESG Refinitiv

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Sell

Buy

Mean consensus

BUY

Number of Analysts

Last Close Price

4.6 USD

Average target price

9 USD

Spread / Average Target

+95.65%

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