Alvarium Tiedemann Holdings Inc.

Alvarium Tiedemann Holdings Inc.

ALTI · NASDAQ · Financial Services / Asset Management

1.58USD-0.10 (-5.95%)

Price History

Full chart

Market Stats

Previous Close1.68
Open1.68
Day Range1.25 – 1.69
52-Week Range2.75 – 5.45
Volume646.83K
Market Cap488.10M
P/E (TTM)0.00
Forward P/E0.00
EPS-1.24
Dividend Yield0.00%
Beta0.72
50-Day Avg3.68
200-Day Avg3.87

About

AlTi Global, Inc. provides wealth and asset management services in France, Hong Kong, Italy, Portugal, Singapore, Switzerland, the United Kingdom, the United States, the United Kingdom, and internationally. The company offers discretionary investment management and non-discretionary investment advisory services. Its trust services include creating or modifying trust instruments and acts as fiduciary. In addition, the company offers family office and administrative services comprising bookkeeping and back office, private foundation management and grant making, oversight of trust administration, financial tracking and reporting, cash flow management and bill pay, and other financial services, as well as clients estate and wealth planning, family governance and education, and philanthropic and strategic services. Further, it provides ancillary fund management services, such as sales and marketing services, which include centralized marketing, investor relations, materials oversight, sales channel, and branding. Additionally, the company offers international real estate services that comprise real estate co-investment and real estate fund management services; and alternatives platform, which assists money managers in building their fund management businesses. The company was formerly known as Alvarium Tiedemann Holdings, Inc. and changed its name to AlTi Global, Inc. in April 2023. The company was founded in 1980 and is based in New York, New York.

Company Details

  • SectorFinancial Services
  • IndustryAsset Management
  • CEOMr. Kevin Patirck Moran
  • Employees465
  • Headquarters22 Vanderbilt Avenue, New York, NY, United States, 10017, USA
  • Websitehttps://alti-global.com

Leadership

  • Mr. Kevin Patirck MoranPresident & COO · b. 1978
  • Ms. Colleen Ann GrahamChief Legal, Compliance & Risk Officer · b. 1966
  • Mr. Patrick KeenanCFO & Chief Accounting Officer · b. 1990
  • Mr. Phillip DundasChief Technology Officer
  • Ms. Claire VerdirameChief Marketing Officer
  • Mr. Craig Lindsay SmithChair of Global Wealth Management · b. 1964
  • Mr. Brooke Bayard ConnellPresident of US Wealth Management · b. 1972
  • Mr. Colin PetersChief Human Resources Officer
  • Mr. James B. BertlesCo-Head of US Wealth Planning
  • Mr. Erik ChristoffersenManaging Director

Financials

Income Statement

Currency: USD2019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Total Revenue61.72M71.23M75.70M76.87M246.92M206.94M254.96M
Growth (%)-+15.41%+6.29%+1.54%+221.21%-16.19%+23.21%
Cost of Revenue43.75M54.56M47.41M51.23M208.25M169.89M189.79M
Gross Profit17.97M16.67M28.29M25.64M38.66M37.05M65.16M
Gross Margin29.12%23.40%37.37%33.35%15.66%17.90%25.56%
Operating Expense23.27M23.89M20.52M26.96M137.91M123.89M139.11M
Operating Income-5.30M-7.22M7.77M-1.32M-99.25M-86.85M-73.94M
Operating Margin-8.59%-10.14%10.26%-1.71%-40.20%-41.97%-29.00%
EBITDA4.21M4.63M6.75M-2.71M-290.21M-158.74M-86.34M
EBITDA Margin6.82%6.50%8.92%-3.52%-117.53%-76.71%-33.86%
Net Income-6.15M-6.60M3.94M-5.88M-165.58M-103.03M-119.70M
Net Income Margin-9.97%-9.27%5.20%-7.66%-67.06%-49.79%-46.95%
Interest Expense1.07M994.30K397.00K427.00K14.50M22.15M347.00K
Interest Expense % of Total Revenue1.73%1.40%0.52%0.56%5.87%10.70%0.14%

Balance Sheet

Currency: USD2019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Total Assets115.96M122.78M133.84M91.99M1.27B1.26B1.18B
Total Liabilities32.52M37.76M57.85M74.14M483.80M285.64M301.66M
Total Equity83.11M82.85M75.97M17.53M352.14M658.40M600.11M
Cash9.25M11.31M17.49M7.13M15.35M65.49M41.16M
Total Debt12.28M12.52M14.10M31.90M242.48M63.05M61.67M
Net Debt3.03M1.21M-3.39M24.77M227.13M-2.44M20.52M

Cash Flow

Currency: USD2019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Operating Cash Flow2.46M3.33M14.45M6.86M-81.71M-50.65M-51.44M
Investing Cash Flow-14.04M-2.50M-345.00M-7.23M-132.95M-75.69M13.68M
Financing Cash Flow5.59M422.54K-38.75K-345.00K36.02M174.26M12.00M
Capital Expenditure5.92M381.52K415.23K156.00K630.00K7.71M815.00K
Free Cash Flow-3.46M2.95M14.04M6.70M-82.34M-58.37M-52.25M
Dividends Paid10.34M137.11K561.10K9.84M11.86M6.77M0
FCF to OCF-140.46%88.54%97.13%97.73%100.77%115.23%101.58%
Dividend Paid to FCF-299.08%4.65%4.00%146.75%-14.41%-11.60%0.00%

Earnings

Report DateMay 24, 2021Aug 10, 2021Nov 15, 2021Mar 18, 2022May 13, 2022Aug 15, 2022Nov 4, 2022Dec 31, 2022May 22, 2023Aug 14, 2023Nov 14, 2023Mar 15, 2024May 10, 2024Aug 9, 2024Nov 8, 2024Mar 17, 2025May 12, 2025Aug 11, 2025Nov 12, 2025Dec 31, 2025May 11, 2026Aug 10, 2026Nov 11, 2026
EPS Estimate0.00-------0.110.090.050.040.03-0.100.010.31-0.040.200.030.020.060.050.01
EPS Actual-0.120.21-0.140.010.18-0.010.19-0.210.020.01-0.12-0.060.24-0.04-0.03-0.680.03-0.010.010.100.08-0.15-
Surprise---------81.82%-88.89%-340.00%-250.00%711.33%60.00%-400.00%-319.35%175.00%-105.00%-66.67%381.50%33.33%-400.00%-
Timing--------After-hoursAfter-hoursAfter-hoursAfter-hoursPre-marketPre-marketPre-market-After-hoursAfter-hoursAfter-hours-After-hoursAfter-hours-

Key Statistics & Ratios

Market Cap488.10M
Enterprise Value753.05M
Trailing P/E0.00
Forward P/E0.00
Price / Sales1.76
Price / Book1.38
EPS-1.24
Book Value2.23
Revenue (TTM)276.62M
Gross Profit (TTM)77.60M
EBITDA-36.51M
Profit Margin-40.86%
Operating Margin-18.70%
Return on Equity-13.35%
Return on Assets-2.95%
Shares Outstanding115.07M
Shares Float52.45M
Beta0.72
Dividend Yield0.00%
Dividend Rate0.00
Payout Ratio0.00%

Analyst Ratings

Strong Buy
Based on 1 analystsTarget 9.00
  • Strong Buy
    1

Ownership Breakdown

Institutions
15.96%
Insiders
53.19%
Retail / Other
30.85%

Top Institutional Holders

  • Allianz SE
    21.71M18.86%
  • BlackRock Inc
    2.65M2.30%
  • Vanguard Capital Management, LLC
    1.64M1.42%
  • Geode Capital Management, LLC
    1.15M1.00%
  • State Street Corp
    835.71K0.73%
  • AlTi Global Inc
    773.17K0.67%
  • Bank of Oklahoma National Association
    357.54K0.31%
  • Charles Schwab Investment Management Inc
    346.99K0.30%
  • Northern Trust Corp
    330.72K0.29%
  • Vanguard Fiduciary Trust Co
    283.39K0.25%
  • Vanguard Portfolio Management, LLC
    249.49K0.22%
  • ARP Global Capital Ltd
    225.10K0.20%
  • Dimensional Fund Advisors, Inc.
    202.74K0.18%

Top Fund Holders

  • Vanguard MStar Total Stk Mkt Idx Invest
    1.58M1.37%
  • iShares Russell 2000 ETF
    1.20M1.04%
  • Fidelity Small Cap Index
    543.63K0.47%
  • iShares Russell 2000 Value ETF
    386.08K0.34%
  • Vanguard Russell 2000 ETF
    287.57K0.25%
  • Fidelity Extended Market Index
    241.76K0.21%
  • Schwab US Small-Cap ETF™
    210.52K0.18%

Stock Splits

  • Jan 4, 20239:8