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CRD 147144
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ALTI GLOBAL CAPITAL, LLC | Shareholder | E | yes | 01/2023 | Apr 12, 2024 | Jul 17, 2024 |
| ALTI GLOBAL HOLDINGS, LLC | Member | E | yes | 01/2023 | Apr 12, 2024 | Jul 17, 2024 |
| ALTI GLOBAL TOPCO LIMITED | Member | E | yes | 01/2023 | Apr 12, 2024 | Jul 17, 2024 |
| ALTI GLOBAL WEALTH MANAGEMENT HOLDINGS LIMITED | Member | E | yes | 04/2024 | Apr 12, 2024 | Jul 17, 2024 |
| ALTI GLOBAL, INC. | Member | C | yes | 01/2023 | Apr 12, 2024 | Jul 17, 2024 |
| ALTI WEALTH MANAGEMENT HOLDINGS, LLC | Shareholder | E | yes | 01/2023 | Apr 12, 2024 | Jul 17, 2024 |
| BROWN, CHRISTOPHER | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | Na | yes | 08/2010 | Mar 29, 2012 | Jul 17, 2024 |
| CONNELL, BROOKE, BAYARD | BOARD MANAGER | Na | yes | 04/2024 | Apr 12, 2024 | Jul 17, 2024 |
| DOUGLASS, ANDREW, BEHAN | BOARD MANAGER | Na | yes | 04/2024 | Apr 12, 2024 | Jul 17, 2024 |
| LEWIS, WHITNEY, FOGLE | BOARD MANAGER | Na | yes | 04/2024 | Apr 12, 2024 | Jul 17, 2024 |
| NADOSY, PETER, ANDRAS | BOARD MANAGER | Na | yes | 04/2024 | Mar 29, 2012 | Jul 17, 2024 |
| SALOMON, DAVID, RICHARD | PRESIDENT AND BOARD MANAGER | Na | yes | 04/2024 | Mar 29, 2012 | Jul 17, 2024 |
| 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 |
| ALVARIUM INVESTMENT ADVISORS (US), INC. | n/a | Independent wealth | $691M | 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 (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 (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 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 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| PALM BEACH | FL | United States | 4 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 28, 2026 | $6.1B | $0 | 17 | 9 | 0 | n/a | n/a |
| 2024 | Mar 28, 2025 | $5.9B | $0 | 17 | 9 | 1 | n/a | n/a |
| 2023 | Mar 28, 2024 | $6.5B | $1.2B | 16 | 7 | 1 | n/a | n/a |
| 2022 | Mar 30, 2023 | $5.7B | $1.1B | 18 | 9 | 1 | n/a | n/a |
| 2021 | Mar 29, 2022 | $6.9B | $1.2B | 18 | 9 | 0 | n/a | n/a |
| 2020 | Mar 30, 2021 | $6.3B | $1.1B | 17 | 9 | 0 | n/a | n/a |
| 2019 | Mar 26, 2020 | $6.0B | $899M | 16 | 8 | 0 | n/a | n/a |
| 2018 | Mar 29, 2019 | $6.4B | $1.5B | 16 | 8 | 0 | n/a | n/a |
| 2017 | Mar 29, 2018 | $6.5B | $1.0B | 16 | 8 | 0 | n/a | n/a |
| 2016 | Mar 22, 2017 | $5.2B | $711M | 15 | 7 | n/a | n/a | n/a |
| 2015 | Mar 24, 2016 | $5.0B | $490M | 15 | 7 | n/a | n/a | n/a |
| 2014 | Mar 27, 2015 | $4.9B | $479M | 15 | 7 | n/a | n/a | n/a |
| 2013 | Mar 27, 2014 | $4.5B | $597M | 14 | 6 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $3.8B | $561M | 13 | 6 | n/a | n/a | n/a |
| 2011 | Mar 29, 2012 | $3.8B | $888M | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $6.1B | $5.9B | 3.5% | $5.7B | 1.8% | 17 | 17 | 0 | 1 |