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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.

CRD 152104

CORAL GABLES, FL

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Data as of Apr 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 33
Dated events: 22
On other graphs: 0
Observed: Mar 30, 2012 to Apr 28, 2026
32 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.11 related_bd=true related_bank=true bd_reps=0.0 bank_owner=false
Regulatory AUM: $691MItem 5.F on the latest filing (2026-04-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $112M
Private client RAUM: $611MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $230Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 37
High net worth clients: 36
SEC number: 801-70809
CRD: 152104
Filings on the tape: 32
First filed: Mar 30, 2012
Latest filed: Apr 28, 2026
Organised: Corporation, DE
Website: alti-global.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
RICARDO CAYETANO DE LA SERNA	n/a	CORAL GABLES, FL	22	2	no
JOSE FELIX REMY	n/a	CORAL GABLES, FL	31	2	no
DANIEL RAUL ESPINOSA	n/a	CORAL GABLES, FL	16	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALTI GLOBAL CAPITAL, LLC	Shareholder	E	yes	01/2023	Apr 27, 2023	Oct 14, 2024
ALTI GLOBAL HOLDINGS, LLC	Member	E	yes	01/2023	Apr 27, 2023	Oct 14, 2024
ALTI GLOBAL TOPCO LIMITED	Member	E	yes	01/2023	Apr 27, 2023	Oct 14, 2024
ALTI GLOBAL WEALTH MANAGEMENT HOLDINGS LIMITED	Shareholder	E	yes	01/2023	Apr 27, 2023	Oct 14, 2024
ALTI GLOBAL, INC.	Member	C	yes	01/2023	Apr 27, 2023	Oct 14, 2024
ALTI WEALTH MANAGEMENT HOLDINGS, LLC	Shareholder	E	yes	01/2023	Apr 27, 2023	Oct 14, 2024
Corral, Stephanie, Reyna	Director	Na	yes	05/2024	May 2, 2024	Oct 14, 2024
DE LA SERNA, RICARDO, CAYETANO	DIRECTOR, VP AND SECRETARY	Na	yes	01/2015	Mar 31, 2015	Oct 14, 2024
GROSSMAN, JAMIE, IVAN	Director	Na	yes	01/2023	Jan 13, 2023	Oct 14, 2024
LEWIS, WHITNEY, FOGLE	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	Na	yes	10/2023	Oct 6, 2023	Oct 14, 2024
REMY, JOSE, FELIX	DIRECTOR, PRESIDENT	Na	yes	01/2015	Mar 31, 2015	Oct 14, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
TIEDEMANN ADVISORS, LLC	n/a	Independent wealth	$31B	N	yes	n/a
TIG ADVISORS LLC	n/a	Asset manager	$2.0B	N	yes	n/a
ALTI CI ADVISORS (UK) LIMITED	n/a	n/a	n/a	N	yes	n/a
ALTI PO (PAYMENTS) LIMITED	n/a	n/a	n/a	N	yes	n/a
ALTI RE LIMITED	n/a	n/a	n/a	N	yes	n/a
ALTI STRATEGIC ADVISORY (UK) LIMITED	n/a	n/a	n/a	N	yes	n/a
ALTI STRATEGIC ADVISORY (US) BD, LLC	n/a	n/a	n/a	N	yes	n/a
ALTI WEALTH MANAGEMENT (FRANCE) SAS	n/a	n/a	n/a	N	yes	n/a
ALTI WEALTH MANAGEMENT (HONG KONG) LIMITED	n/a	n/a	n/a	N	yes	n/a
ALTI WEALTH MANAGEMENT (PORTUGAL) - EMPRESA DE INVESTIMENTO, S.A.	n/a	n/a	n/a	N	yes	n/a
ALTI WEALTH MANAGEMENT (SINGAPORE) PTE LIMITED	n/a	n/a	n/a	N	yes	n/a
ALTI WEALTH MANAGEMENT (SWITZERLAND) SA	n/a	n/a	n/a	N	yes	n/a
ALTI WEALTH MANAGEMENT (UK) LIMITED	n/a	n/a	n/a	N	yes	n/a
ALVARIUM CI (US) LLC	n/a	n/a	n/a	N	yes	n/a
ALVARIUM CORE PARTNERS LLP	n/a	n/a	n/a	N	yes	n/a
ALVARIUM FUND MANAGERS (UK) LIMITED	n/a	n/a	n/a	N	yes	n/a
ALVARIUM INVESTMENT ADVISORS (SUISSE) SA	n/a	n/a	n/a	N	yes	n/a
ALVARIUM INVESTMENT MANAGERS (UK) LLP	n/a	n/a	n/a	N	yes	n/a
ALVARIUM RE (US), LLC	n/a	n/a	n/a	N	yes	n/a
CASTEEL CAPITAL LLP	n/a	n/a	n/a	N	yes	n/a
CRESCO CAPITAL ADVISERS LLP	n/a	n/a	n/a	N	yes	n/a
ELLORA PARTNERS LIMITED	n/a	n/a	n/a	N	yes	n/a
HOLBEIN PARTNERS LLP	n/a	n/a	n/a	N	yes	n/a
LJ MANAGEMENT (IOM) LIMITED	n/a	n/a	n/a	N	yes	n/a
LJ MANAGEMENT (SUISSE) SA	n/a	n/a	n/a	N	yes	n/a
OSPREY EQUITY PARTNERS LIMITED	n/a	n/a	n/a	N	yes	n/a
POINTWISE PARTNERS LIMITED	n/a	n/a	n/a	N	yes	n/a
PRADERA EUROPE LIMITED	n/a	n/a	n/a	N	yes	n/a
PRADERA LIMITED	n/a	n/a	n/a	N	yes	n/a
SOCIAL HOUSING INCOME ADVISORS LIMITED	n/a	n/a	n/a	N	yes	n/a
TIEDEMANN CONSTANTIA AG	n/a	n/a	n/a	N	yes	n/a
TIEDEMANN INTERNATIONAL (SWITZERLAND) 2 AG	n/a	n/a	n/a	N	yes	n/a
TIEDEMANN TRUST COMPANY	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 28, 2026	$691M	$112M	10	4	0	n/a	n/a
2024	Mar 28, 2025	$670M	$108M	5	5	0	n/a	n/a
2023	Mar 29, 2024	$840M	$92.6M	4	4	0	n/a	n/a
2022	Apr 3, 2023	$966M	$266M	26	12	0	n/a	n/a
2021	Mar 30, 2022	$895M	$129M	28	12	0	n/a	n/a
2020	Mar 31, 2021	$725M	$69.3M	31	14	0	n/a	n/a
2019	Mar 26, 2020	$660M	$68.2M	31	14	0	n/a	n/a
2018	Mar 28, 2019	$530M	$84.4M	25	13	1	n/a	n/a
2017	Mar 27, 2018	$516M	$72.6M	23	10	1	n/a	n/a
2016	Mar 29, 2017	$2.1B	$218M	19	8	n/a	n/a	n/a
2015	Mar 30, 2016	$2.2B	$264M	18	8	n/a	n/a	n/a
2014	Mar 31, 2015	$2.3B	$113M	20	7	n/a	n/a	n/a
2013	Mar 24, 2014	$2.2B	$115M	23	9	n/a	n/a	n/a
2012	Apr 1, 2013	$1.7B	$81.6M	23	10	n/a	n/a	n/a
2011	Mar 30, 2012	$2.0B	$90.2M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	3	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$691M	$670M	3.0%	$966M	-10.6%	10	5	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ALVARIUM INVESTMENT MANAGERS (US), LLC	2	Apr 22, 2021	Nov 30, 2025	MIAMI, FL	Team lift out	RIA to RIA	33.3%

Relationships

Affiliated with (6)

← TIEDEMANN ADVISORS, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ TIG ADVISORS LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ TIEDEMANN ADVISORS, LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← EAST END ADVISORS, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
← TIG ADVISORS LLCRegistered adviserother investment adviser, common control
factForm ADV
← ALVARIUM INVESTMENT MANAGERS (US), LLCRegistered adviserother investment adviser, bank, common control
factForm ADV

Registered with (14)

← DANIEL RAUL ESPINOSAAdvisorregistration: current employment
Dec 23, 2025 to presentfactForm ADV
← JOSE FELIX REMYAdvisorregistration: current employment
Nov 30, 2025 to presentfactForm ADV
← RICARDO CAYETANO DE LA SERNAAdvisorregistration: current employment
Nov 28, 2025 to presentfactForm ADV
← Samuel Wells CovertAdvisorregistration: previous registration
Mar 12, 2025 to Jun 25, 2025factForm ADV
← Martin E ZavaliaAdvisorregistration: previous registration
Sep 8, 2010 to Jan 12, 2024factForm ADV
← ADRIAN LEONAdvisorregistration: previous registration
Apr 29, 2014 to Jan 12, 2024factForm ADV
← JAIRO NAHUEL CIPOLLAAdvisorregistration: previous registration
Jun 16, 2010 to Jan 4, 2024factForm ADV
← Henry CertainAdvisorregistration: previous registration
Nov 21, 2017 to Aug 24, 2023factForm ADV
← Michael IsazaAdvisorregistration: previous registration
Jan 16, 2019 to Jan 5, 2023factForm ADV
← RICHARD E ESPINOSAAdvisorregistration: previous registration
Jul 7, 2015 to Jun 8, 2022factForm ADV
← MARCELO TOMEAdvisorregistration: previous registration
Jul 10, 2012 to Jul 30, 2014factForm ADV
← PATRICIA VICTORICA GARCIAAdvisorregistration: previous registration
Oct 17, 2013 to Jun 27, 2014factForm ADV
← GERHARD HERRERA-PAHLAdvisorregistration: previous registration
Jun 16, 2010 to Aug 23, 2012factForm ADV
← MARIA CRISTINA CUREAdvisorregistration: previous registration
Jun 16, 2010 to Aug 23, 2010factForm ADV

Moved with (1)

← ALVARIUM INVESTMENT MANAGERS (US), LLCRegistered adviser2 advisors, team lift out, same day
Apr 22, 2021 to Nov 30, 2025factForm ADV

Controls (10)

← REMY, JOSE, FELIXOwnerDIRECTOR, PRESIDENT, ownership code NA, individual
Mar 31, 2015 to Oct 14, 2024factForm ADV
← DE LA SERNA, RICARDO, CAYETANOOwnerDIRECTOR, VP AND SECRETARY, ownership code NA, individual
Mar 31, 2015 to Oct 14, 2024factForm ADV
← GROSSMAN, JAMIE, IVANOwnerDIRECTOR, ownership code NA, individual
Jan 13, 2023 to Oct 14, 2024factForm ADV
← LEWIS, WHITNEY, FOGLEOwnerGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 6, 2023 to Oct 14, 2024factForm ADV
← Corral, Stephanie, ReynaOwnerDIRECTOR, ownership code NA, individual
May 2, 2024 to Oct 14, 2024factForm ADV
← ALTI GLOBAL CAPITAL, LLCOwnerSHAREHOLDER, ownership code E, domestic entity
Apr 27, 2023 to Oct 14, 2024factForm ADV
← ALTI GLOBAL HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Apr 27, 2023 to Oct 14, 2024factForm ADV
← ALTI GLOBAL TOPCO LIMITEDOwnerMEMBER, ownership code E, foreign entity
Apr 27, 2023 to Oct 14, 2024factForm ADV
← ALTI GLOBAL WEALTH MANAGEMENT HOLDINGS LIMITEDOwnerSHAREHOLDER, ownership code E, foreign entity
Apr 27, 2023 to Oct 14, 2024factForm ADV
← ALTI WEALTH MANAGEMENT HOLDINGS, LLCOwnerSHAREHOLDER, ownership code E, domestic entity
Apr 27, 2023 to Oct 14, 2024factForm ADV

Dated events

Occurred
Jun 25, 2025
Advisor changed firm
Samuel Wells Covert left Alti Wealth Management (Us International), Inc. for Kestra Private Wealth Services, Llc (registered 2025-06-06)
Form ADVobserved 5 days ago
Occurred
May 2, 2024
Control person left
Andres Edwin Fermin (Director, Compliance Officer) no longer on Schedule A of Alti Wealth Management (Us International), Inc. (listed 2024-03-29, absent 2024-05-02)
Form ADVobserved 5 days ago
Occurred
May 2, 2024
Control person joined
Reyna Stephanie Corral (Director) appeared on Schedule A of Alti Wealth Management (Us International), Inc.
Form ADVobserved 5 days ago
Occurred
Jan 12, 2024
Advisor changed firm
Martin E Zavalia left Alti Wealth Management (Us International), Inc. for Latin Securities Inc (registered 2023-09-19)
Form ADVobserved 5 days ago
Occurred
Jan 4, 2024
Advisor changed firm
Jairo Nahuel Cipolla left Alti Wealth Management (Us International), Inc. for Guggenheim Investment Advisors, Llc (registered 2024-04-08)
Form ADVobserved 5 days ago
Occurred
Oct 6, 2023
Control person left
Clara Bullrich (Director, Vice President) no longer on Schedule A of Alti Wealth Management (Us International), Inc. (listed 2023-04-27, absent 2023-10-06)
Form ADVobserved 5 days ago
Occurred
Oct 6, 2023
Control person left
Marc Cane (Cco) no longer on Schedule A of Alti Wealth Management (Us International), Inc. (listed 2023-04-27, absent 2023-10-06)
Form ADVobserved 5 days ago
Occurred
Oct 6, 2023
Control person joined
Fogle Whitney Lewis (General Counsel And Chief Compliance Officer) appeared on Schedule A of Alti Wealth Management (Us International), Inc.
Form ADVobserved 5 days ago
Occurred
Oct 6, 2023
Control person joined
Andres Edwin Fermin (Director, Compliance Officer) appeared on Schedule A of Alti Wealth Management (Us International), Inc.
Form ADVobserved 5 days ago
Occurred
Apr 3, 2023
Control person left
Edward Carlosfelipe Mejia (Director) no longer on Schedule A of Alti Wealth Management (Us International), Inc. (listed 2023-01-17, absent 2023-04-03)
Form ADVobserved 5 days ago
Occurred
Jan 13, 2023
Control person joined
Ivan Jamie Grossman (Director) appeared on Schedule A of Alti Wealth Management (Us International), Inc.
Form ADVobserved 5 days ago
Occurred
Jan 13, 2023
Control person left
Nicholas Barker (Director) no longer on Schedule A of Alti Wealth Management (Us International), Inc. (listed 2022-12-02, absent 2023-01-13)
Form ADVobserved 5 days ago
Occurred
Jan 13, 2023
Control person left
Hong Sai Yeung (Equity) no longer on Schedule A of Alti Wealth Management (Us International), Inc. (listed 2022-12-02, absent 2023-01-13)
Form ADVobserved 5 days ago
Occurred
Jan 13, 2023
Control person left
Jassim Al-Thani (Equity) no longer on Schedule A of Alti Wealth Management (Us International), Inc. (listed 2022-12-02, absent 2023-01-13)
Form ADVobserved 5 days ago
Occurred
Jan 5, 2023
Advisor changed firm
Michael Isaza left Alti Wealth Management (Us International), Inc. for J.P. Morgan Securities Llc (registered 2023-01-03)
Form ADVobserved 5 days ago
Occurred
Dec 2, 2022
Control person joined
Marc Cane (Cco) appeared on Schedule A of Alti Wealth Management (Us International), Inc.
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Control person left
Edward Lawson Johnston (Director / Ceo) no longer on Schedule A of Alti Wealth Management (Us International), Inc. (listed 2021-04-09, absent 2022-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 26, 2020
Control person joined
Jassim Al-Thani (Equity) appeared on Schedule A of Alti Wealth Management (Us International), Inc.
Form ADVobserved 5 days ago
Occurred
Mar 26, 2020
Control person left
Paul Elliot Shave (Director And Treasurer) no longer on Schedule A of Alti Wealth Management (Us International), Inc. (listed 2019-06-28, absent 2020-03-26)
Form ADVobserved 5 days ago
Occurred
Jun 28, 2019
Control person joined
Edward Lawson Johnston (Director) appeared on Schedule A of Alti Wealth Management (Us International), Inc.
Form ADVobserved 5 days ago
Occurred
Mar 28, 2019
Control person left
Andrew Williams (Director, Vice President) no longer on Schedule A of Alti Wealth Management (Us International), Inc. (listed 2018-03-27, absent 2019-03-28)
Form ADVobserved 5 days ago
Occurred
Mar 27, 2018
Regulatory AUM changed
Alti Wealth Management (Us International), Inc. reported RAUM $515.6M, down 76% from $2.1B (2017-05-24 to 2018-03-27)
Form ADVobserved 5 days ago
$-1.6B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c4b0be0e-38fc-18ac-41df-32c0542444e0
First observed: Mar 30, 2012
Last observed: Apr 28, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.

CRD 152104

CORAL GABLES, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c4b0be0e-38fc-18ac-41df-32c0542444e0

Data as of Apr 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:07 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RICARDO CAYETANO DE LA SERNA

n/a

CORAL GABLES, FL

JOSE FELIX REMY

n/a

CORAL GABLES, FL

DANIEL RAUL ESPINOSA

n/a

CORAL GABLES, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALTI GLOBAL CAPITAL, LLC

Shareholder

yes

01/2023

Apr 27, 2023

Oct 14, 2024

ALTI GLOBAL HOLDINGS, LLC

Member

yes

01/2023

Apr 27, 2023

Oct 14, 2024

ALTI GLOBAL TOPCO LIMITED

Member

yes

01/2023

Apr 27, 2023

Oct 14, 2024

ALTI GLOBAL WEALTH MANAGEMENT HOLDINGS LIMITED

Shareholder

yes

01/2023

Apr 27, 2023

Oct 14, 2024

ALTI GLOBAL, INC.

Member

yes

01/2023

Apr 27, 2023

Oct 14, 2024

ALTI WEALTH MANAGEMENT HOLDINGS, LLC

Shareholder

yes

01/2023

Apr 27, 2023

Oct 14, 2024

Corral, Stephanie, Reyna

Director

yes

05/2024

May 2, 2024

Oct 14, 2024

DE LA SERNA, RICARDO, CAYETANO

DIRECTOR, VP AND SECRETARY

yes

01/2015

Mar 31, 2015

Oct 14, 2024

GROSSMAN, JAMIE, IVAN

Director

yes

01/2023

Jan 13, 2023

Oct 14, 2024

LEWIS, WHITNEY, FOGLE

GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER

yes

10/2023

Oct 6, 2023

Oct 14, 2024

REMY, JOSE, FELIX

DIRECTOR, PRESIDENT

yes

01/2015

Mar 31, 2015

Oct 14, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TIEDEMANN ADVISORS, LLC

n/a

Independent wealth

$31B

yes

n/a

TIG ADVISORS LLC

n/a

Asset manager

$2.0B

yes

n/a

ALTI CI ADVISORS (UK) LIMITED

n/a

yes

n/a

ALTI PO (PAYMENTS) LIMITED

n/a

yes

n/a

ALTI RE LIMITED

n/a

yes

n/a

ALTI STRATEGIC ADVISORY (UK) LIMITED

n/a

yes

n/a

ALTI STRATEGIC ADVISORY (US) BD, LLC

n/a

yes

n/a

ALTI WEALTH MANAGEMENT (FRANCE) SAS

n/a

yes

n/a

ALTI WEALTH MANAGEMENT (HONG KONG) LIMITED

n/a

yes

n/a

ALTI WEALTH MANAGEMENT (PORTUGAL) - EMPRESA DE INVESTIMENTO, S.A.

n/a

yes

n/a

ALTI WEALTH MANAGEMENT (SINGAPORE) PTE LIMITED

n/a

yes

n/a

ALTI WEALTH MANAGEMENT (SWITZERLAND) SA

n/a

yes

n/a

ALTI WEALTH MANAGEMENT (UK) LIMITED

n/a

yes

n/a

ALVARIUM CI (US) LLC

n/a

yes

n/a

ALVARIUM CORE PARTNERS LLP

n/a

yes

n/a

ALVARIUM FUND MANAGERS (UK) LIMITED

n/a

yes

n/a

ALVARIUM INVESTMENT ADVISORS (SUISSE) SA

n/a

yes

n/a

ALVARIUM INVESTMENT MANAGERS (UK) LLP

n/a

yes

n/a

ALVARIUM RE (US), LLC

n/a

yes

n/a

CASTEEL CAPITAL LLP

n/a

yes

n/a

CRESCO CAPITAL ADVISERS LLP

n/a

yes

n/a

ELLORA PARTNERS LIMITED

n/a

yes

n/a

HOLBEIN PARTNERS LLP

n/a

yes

n/a

LJ MANAGEMENT (IOM) LIMITED

n/a

yes

n/a

LJ MANAGEMENT (SUISSE) SA

n/a

yes

n/a

OSPREY EQUITY PARTNERS LIMITED

n/a

yes

n/a

POINTWISE PARTNERS LIMITED

n/a

yes

n/a

PRADERA EUROPE LIMITED

n/a

yes

n/a

PRADERA LIMITED

n/a

yes

n/a

SOCIAL HOUSING INCOME ADVISORS LIMITED

n/a

yes

n/a

TIEDEMANN CONSTANTIA AG

n/a

yes

n/a

TIEDEMANN INTERNATIONAL (SWITZERLAND) 2 AG

n/a

yes

n/a

TIEDEMANN TRUST COMPANY

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 28, 2026

$691M

$112M

n/a

2024

Mar 28, 2025

$670M

$108M

n/a

2023

Mar 29, 2024

$840M

$92.6M

n/a

2022

Apr 3, 2023

$966M

$266M

n/a

2021

Mar 30, 2022

$895M

$129M

n/a

2020

Mar 31, 2021

$725M

$69.3M

n/a

2019

Mar 26, 2020

$660M

$68.2M

n/a

2018

Mar 28, 2019

$530M

$84.4M

n/a

2017

Mar 27, 2018

$516M

$72.6M

n/a

2016

Mar 29, 2017

$2.1B

$218M

n/a

2015

Mar 30, 2016

$2.2B

$264M

n/a

2014

Mar 31, 2015

$2.3B

$113M

n/a

2013

Mar 24, 2014

$2.2B

$115M

n/a

2012

Apr 1, 2013

$1.7B

$81.6M

n/a

2011

Mar 30, 2012

$2.0B

$90.2M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$691M

$670M

3.0%

$966M

-10.6%

Other firm

Advisors

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ALVARIUM INVESTMENT MANAGERS (US), LLC

Apr 22, 2021

Nov 30, 2025

MIAMI, FL

Team lift out

RIA to RIA

33.3%