AlTi Global, Inc.
ALTINasdaqFinancials · Investment Advice · DE · SEC filings ↗ · Compare ⊕
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SEC XBRL · annual| FY25 | FY24 | FY23 | FY22 | FY21 | FY20 | |
|---|---|---|---|---|---|---|
| Revenue | $255.0M | $198.4M | $221.1M | $76.9M | $75.7M | — |
| Operating income | −$73.9M | −$58.9M | −$48.2M | −$1.3M | $7.8M | −$7,948 |
| Net income | −$119.7M | −$103.0M | −$165.6M | −$5.9M | $3.9M | −$7,948 |
| Total assets | $1.18B | $1.26B | $1.27B | $92.0M | $345.7M | $130,686 |
| Total liabilities | $301.7M | $285.6M | $483.8M | $74.1M | $35.4M | $113,778 |
| Equity | $600.1M | $658.4M | $352.1M | $17.5M | −$34.7M | $16,908 |
| EPS (diluted) | — | $-1.59 | $-2.70 | $-839.87 | $566.27 | — |
| Shares out. | 99.9M | 79.7M | 115.8M | 43.1M | 6,956 | — |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2025- Operating margin
- −29.0%
- Net margin
- −46.9%
- Return on equity
- −19.9%
- Return on assets
- −10.2%
- Return on capital (ROCE)
- —
- Liabilities / assets
- 25.6%
- Debt / equity
- 0.50×
- Book value / share
- $6.01
- Revenue growth (YoY)
- 28.5%
- Net income growth (YoY)
- —
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2025- Accruals / assets
- −5.8%clean
- Piotroski F-Score
- 3/8weak
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.
Signs
● 1 severe● 3 warning● 3 good- Filed a late-filing notice (Form NT) — missed an SEC deadline
- Operating losses (negative operating margin)
- Reported a net loss
- Negative operating cash flow
- Revenue is growing year-over-year
- Conservative leverage (liabilities < 50% of assets)
- Clean earnings (low accruals)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
Risk flags
late SEC filings- NT 10-Kmissed a reporting deadline ↗Mar 16, 2026
- NT 10-Qmissed a reporting deadline ↗Nov 12, 2025
- NT 10-Kmissed a reporting deadline ↗Mar 18, 2024
- NT 10-Qmissed a reporting deadline ↗May 12, 2023
- NT 10-Kmissed a reporting deadline ↗Mar 31, 2023
- NT 10-Qmissed a reporting deadline ↗May 17, 2021
A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- Yu PeterPassive (13G)Apr 24, 2026
- Allianz SeActivist (13D)Apr 2, 2026
- Tiedemann MichaelActivist (13D)Mar 31, 2026
- Islet Management, LpPassive (13G)Dec 29, 2025
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 1.5M | 10.2 | +3.0% |
| Apr 30, 2026 | 1.4M | 7.6 | -0.3% |
| Apr 15, 2026 | 1.4M | 11.9 | -15.7% |
| Mar 31, 2026 | 1.7M | 9.3 | +30.3% |
| Mar 13, 2026 | 1.3M | 10.1 | -0.8% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Results of operations · Regulation FD disclosureMay 11, 2026
- Results of operations · Regulation FD disclosureMar 31, 2026
- Director / officer change · Regulation FD disclosureMar 31, 2026
- Regulation FD disclosureDec 10, 2025
- Results of operations · Regulation FD disclosureNov 12, 2025
- Regulation FD disclosureAug 11, 2025
- Other material eventJul 11, 2025
- Costs from exit or disposal · Material impairmentJul 11, 2025
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.