Commercial Credit Report for AlTi Global, Inc

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	AlTi Global, Inc
520 Madison Ave, 21St Floor
Phone: (212) 461-6363p:212 461-6363	NEW YORK, NY 10022 United States	Ticker: ALTIALTI

Business Summary

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.

Scores and Ratings

FRISK^® Score	Z'' Score	PAYCE^® Score	DBT Index	Moody's Rating	Fitch Rating	DBRS Rating
-	-	-	-	-	-	-

Financials, News and Filings

Latest Statement	Last Audit	News	SEC Filings	Bankruptcy Filings	Suit & Judgment Filings	Tax Lien Filings
12/31/2023	12/31/2023	Yes	Yes	-	-	-

Industries

SIC Code	Description
6282	Investment advice
6211	Security brokers, dealers, and flotation companies
6770	Blank checks
6029	Commercial banks, not elsewhere classified
6719	Offices of holding companies, not elsewhere classified

Officers and Directors

Title	Name	Age	Title Date	Start Date
Independent Chairman of the Board	Timothy F.Keaney	61	9/1/2023	1/3/2023
President, Chief Operating Officer	KevinMoran	46	3/22/2024	1/3/2023
Chief Executive Officer, Director	MichaelTiedemann	51	1/3/2023	1/3/2023
9 additional Officers and Directors records available in full report.

Business Names

Business Name
Advisors Limited England Casteel Capital LLP England Cellar Limited British
Advisory LLP England Alvarium CI (US) LLC Delaware Alvarium Compass GP Limited
Agencies Limited Gibraltar Queensgate Bow Co-Invest Carry GP LLP Scotland
72 additional Business Names available in full report.

General Information

Number of Employees:	480	(As of 12/31/2023)
Outstanding Shares:	119,329,606	(As of 3/21/2024)
Shareholders:	367
Stock Exchange:	NASD
Fax Number:	(302) 655-5049

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