ALTI · AlTi Global, Inc.
$4.03
+0.03 (+0.75%)
At close · Aug 20
Market Cap
$628.45M
Shares
155.94M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$4.03
Open$3.99
Day$3.98–4.06
52W close$2.81–5.19
Avg vol 30d171K
Short int1.8M · 1.2% float · 21.6d
Short vol77%
Last earningsAug 10, 2026
DataApr 2021–Aug 2026
Filing10-Q · Aug 10
Up next
Next earnings call
Nov 9, 2026
Est · unconfirmed
· in 11 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed Aug 10, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceOverall
Sell
SellHoldBuy
Technical
Neutral
Momentum
Weak
Sentiment
Bearish
Fundamentals
Strong
Quant / Vol
Very High
Market backdrop
VIX 14.9 · calm
Equity put/call 0.52
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+2%
above
Price vs 50-day avg
+12%
above
RSI (14)
54
neutral
MACD trend
Negative
52-week position
51%
mid-range
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
+21%
trailing
6-month return
−9%
trailing
YTD return
−13%
this year
Relative strength
−20%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $4 › 200d $4 — 200d above 50d
Institutional flow
Distributing
-10% holders QoQ · +8 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
1.16% of float · ▲ +4.3% MoM · 21.6 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
76 holders — mid 3-yr range
Squeeze score
58
elevated · 0–100
Fundamentals
Revenue growth
+29%
Y/Y
EPS growth
+41%
Y/Y
Free cash flow
$-51.5M
Balance sheet
$40.3M
net cash
Quant / Vol
risk profile
Volatility
61%
annualized · 1-yr
Max drawdown
−46%
past year
ATR
6.0%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders Neutral
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+2%
Bullish
Price vs 50-day avg
+12%
Bullish
RSI (14)
54
Neutral
MACD trend
Negative
Bearish
52-week position
51%
Neutral
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross)
No cross
50d $4 › 200d $4 — 200d above 50d
Institutional flow
Distributing
-10% holders QoQ · +8 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
1.16% of float · ▲ +4.3% MoM · 21.6 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
76 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $3
Now $4 · 51%
Range high $5
vs 200-day avg +2%
vs 50-day avg +12%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $5.4M | 2Q'26 | — |
| Adjusted EBITDA Margin non-GAAP | 9.3% | 2Q'26 | — |
| Assets committed to impact strategies | 5B | Q2 2026 | — |
| AUA | 96B | 2Q'26 | — |
| AUA at Period End | 88.8B | 2Q'26 | — |
| AUM | 51.4B | 2Q'26 | — |
| AUM at Period End | 49.7B | 2Q'26 | — |
| Average AUA | 85.9B | 2Q'26 | — |
| Average AUM | 48.3B | 2Q'26 | — |
| Average AUM / client | $60M | as of presentation | — |
| Average client tenure | 10 | as of presentation | — |
| combined assets | 96B | Q2 2026 | — |
| Number of UHNW/HNW individuals and families and other clients | 830 | as of presentation | — |
| Recurring revenues | 99.7% | Q2 2026 | — |
|
|
|||
| Total AUM | 51.4B | 2Q'26 | — |
| Wealth Management AUA | $89B | Q2 2026 | — |
| Acquisitions and integrations completed globally since 2023 | 7 | Q1 2026 | — |
| Average tenure for Wealth Management advisors | 10 | Q1 2026 | — |
| Client retention rate since 2021 | 96% | Q1 2026 | — |
| combined assets managed or advised on | 93B | Q1 2026 | — |
| Committed to impact strategies | 5B | Q1 2026 | — |
| Non-U.S. Wealth Management AUM | 49B | Q1 2026 | — |
| Non-U.S. Wealth Management AUM mix | 31% | Q1 2026 | — |
| Offices across the globe | 19 | Q1 2026 | — |
| Professionals across three continents | 480 | Q1 2026 | — |
| U.S. Wealth Management AUM | 90B | Q1 2026 | — |
| U.S. Wealth Management AUM mix | 69% | Q1 2026 | — |
| Years operating history focused on UHNW | 25 | Q1 2026 | — |
| Offices across the globe in major financial centers | 19 | current | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ALTI
this stock
AlTi Global, Inc.
|
$628.45M | -13.1% | +28.5% | — | 1.2% |
|
BLK
BlackRock, Inc.
|
$370.39B | +6.5% | +16.2% | 27.3 | 0.7% |
|
BX
Blackstone Inc.
|
$105.53B | -8.3% | +9.2% | 31.5 | 3.5% |
|
KKR
KKR & Co. Inc.
|
$99.15B | -16.0% | -11.0% | — | 1.6% |
|
BN
BROOKFIELD Corp /ON/
|
$92.35B | -9.8% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Financials
Filings
Earnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ALTI | -3.8% | +21.4% | -9.0% | +11.9% | -13.2% |
| SPY | -2.0% | +3.3% | +11.2% | +2.1% | +11.8% |
| vs SPY | -1.9% | +18.1% | -20.2% | +9.9% | -25.0% |
Key facts
CIK
1838615
CUSIP
02157E106
13F (30d)
72 filings
71 filers
Visit website
Investor relations