AlTi Global, Inc.

For the period ended Dec 31, 2025. Filed Mar 31, 2026.

About this filing

A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.

FY2025 · Filed Mar 31, 2026

ALTI$2.47+5.6%Stored close · as of Nov 9, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

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Contents

Item 2.

Mezzanine Equity · Shareholders’ Equity
(Dollars in Thousands, except share data) · Series A Preferred Stock · Series C Preferred Stock · Class A Common Stock · Class B Common Stock · Treasury Stock · Additional paid-in-capital · Retained earnings (accumulated deficit) · Accumulated other comprehensive income · Non-controlling interest in subsidiaries · Total Shareholders’ Equity
Shares · Amount · Shares · Amount · Shares · Amount · Shares · Amount
Balance at January 1, 2025	140,000	142,858	150,000		160,808		93,686,980		$9		46,138,876		$—		$—		$652,857		$(296,561)		$(1,569)		$311,793		$970,195
Net income (loss)	—	—	—		—		—		—		—		—		—		—		(119,699)		—		(35,371)		(155,070)
Currency translation adjustment	—	—	—		—		—		—		—		—		—		—		—		6,628		2,596		9,224
Other comprehensive income	—	—	—		—		—		—		—		—		—		—		—		(18)		(7)		(25)
Tax allocation to equity holders	—	—	—		—		—		—		—		—		—		—		(1,755)		(66)		2,228		407
Sale of investment	—	—	—		—		—		—		—		—		—		—		—		—		234		234
Preferred share accrued dividend	10,463	7,605		16,096		2,388,633		1		—		—		—		(23,702)		—		—		—		—
Preferred stock tranche issuance	18,471	18,471	—		—		—		—		—		—		—		—		—		—		—		18,471
Issuance of shares for EEA business combination	—	—	—		—		594,057		—		—		—		—		1,880		—		—		23		1,903
Issuance of shares for PW deferred consideration	—	—	—		—		385,279		—		—		—		—		1,299		—		—		—		1,299
Share based compensation	—	—	—		—		4,324,891		—		—		—		—		30,327		—		—		—		30,327
TRA Exchange	—	—	—		—		1,950,315		—		(1,950,315)		—		—		4,650		—		—		(6,813)		(2,163)
Restructurings	—	—	—		—		—		—		—		—		—		(13)		—		—		—		(13)
Balance at December 31, 2025	168,934	$168,934	150,000		$176,904		103,330,155		$10		44,188,561		$—		$—		$667,298		$(418,015)		$4,975		$274,683		$874,789

Mezzanine Equity · Shareholders’ Equity
(Dollars in Thousands, except share data) · Series A Preferred Stock · Series C Preferred Stock · Class A Common Stock · Class B Common Stock · Additional paid-in-capital · Retained earnings (accumulated deficit) · Accumulated other comprehensive income · Non-controlling interest in subsidiaries · Total Shareholders’ Equity
Shares · Amount · Shares · Amount · Shares · Amount · Shares · Amount
Balance at January 1, 2024	—	—	—		—			65,110,875			$7			53,219,713			$—			$536,509			$(193,527)			$9,155			$430,349			$782,493
Net income (loss)	—	—	—		—			—			—			—			—			—			(103,034)			—			(71,271)			(174,305)
Currency translation adjustment	—	—	—		—			—			—			—			—			—			—			(9,676)			(5,084)			(14,760)
Other comprehensive income	—	—	—		—			—			—			—			—			—			—			80			39			119
Payment for partner’s tax	—	—	—		—			—			—			—			—			(3,271)			—			—			—			(3,271)
Issuance of preferred shares, net of issuance costs	140,000	137,460	150,000		142,690			—			—			—			—			—			—			—			—			280,150
Preferred share dividend	—	5,398		18,118			—			—			—			—			(23,514)			—			—			—			2
Issuance of shares for business combination	—	—	—		—			—			—			—			—			1,025			—			—			—			1,025
Share based compensation	—	—	—		—			—			—			—			—			17,454			—			—			—			17,454
Shares issued to employees on vesting of equity awards	—	—	—		—			2,176,687			—			—			—			(4,037)			—			—			—			(4,037)
Class A Common Stock issued to Allianz, net of issuance costs	—	—				19,318,581			2			—			—			90,422			—			—			—			90,424
TRA Exchange	—	—	—		—			7,080,837			—			(7,080,837)		—		—			28,675			—			—			(41,489)			(12,814)
FOS deconsolidation	—	—	—		—			—			—			—			—			—			—			(306)			(204)			(510)
LXi deconsolidation	—	—	—		—			—			—			—			—			—			—			(822)			(547)			(1,369)
Issuance of Allianz and Constellation warrants	—	—	—		—			—			—			—			—			9,594			—			—			—			9,594
Balance at December 31, 2024	140,000	$142,858	150,000		$160,808			93,686,980			$9			46,138,876			$—			$652,857			$(296,561)			$(1,569)			$311,793			$970,195

	Shareholders’ Equity
(Dollars in Thousands, except share data) · Class A Common Stock · Class B Common Stock · Additional paid-in-capital · Retained earnings (accumulated deficit) · Accumulated other comprehensive income · Non-controlling interest in subsidiaries · Total Shareholders’ Equity
Shares · Amount · Shares · Amount
Balance at January 1, 2023	55,388,023	$6	55,032,961		$—		$434,620		$(27,946)		$—		$606,973		$1,013,653
Issuance of shares to Alvarium Employee Benefit Trust	2,100,000	—	—		—		21,000		—		—		—		21,000
Net income (loss)	—	—	—		—		—		(165,584)		—		(145,631)		(311,215)
Currency translation adjustment	—	—	—		—		—		3		9,575		11,338		20,916
Cancellation of AHRA call option	—	—	—		—		—		—		—		154		154
Other comprehensive income	—	—	—		—		—		—		(420)		(344)		(764)
Payment for partner’s tax	—	—	—		—		(998)		—		—		—		(998)
AHRA Deconsolidation	—	—	—		—		28,768		—		—		(28,768)		—
Measurement period adjustment	—	—	—		—		(635)		—		—		(118)		(753)
Share based compensation	—	—	—		—		7,937		—		—		—		7,937
Issuance of shares for business combination	339,967	—	—		—		2,058		—		—		—		2,058
TRA Exchange	1,813,248	—	(1,813,248)	—		—		14,280		—		—		(13,255)		1,025
Issuance of shares - exercise of warrants	5,469,637	1	—		—		29,479		—		—		—		29,480
Balance at December 31 , 2023	65,110,875	$7	53,219,713		$—		$536,509		$(193,527)		$9,155		$430,349		$782,493

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The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.