Alvarium Tiedemann Holdings Inc.

Financial Services US ALTI

4.11USD
0.01(0.24%)

Last update at 2025-07-08T16:54:00Z

Day Range

4.084.13
LowHigh

52 Week Range

3.479.22
LowHigh

Fundamentals

  • Previous Close 4.10
  • Market Cap646.00M
  • Volume9770
  • P/E Ratio-
  • Dividend Yield-%
  • EBITDA-39.08300M
  • Revenue TTM246.97M
  • Revenue Per Share TTM3.41
  • Gross Profit TTM -8.85865M
  • Diluted EPS TTM-1.57

Source: TradingView
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Financials

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2022-12-31 2021-12-31 2020-12-31 2019-12-31
Type yearly yearly yearly yearly
Date 2022-12-31 2021-12-31 2020-12-31 2019-12-31
Income before tax 8.78M 1.41M -3.69235M -3.22207M
Minority interest 0.00941M -0.82185M -1.46821M -0.96086M
Net income -5.12993M 1.95M -3.37719M -3.73309M
Selling general administrative 30.07M 19.98M 12.63M 12.71M
Selling and marketing expenses - - - -
Gross profit -9.90031M 24.75M 12.23M 13.71M
Reconciled depreciation 9.32M 6.28M 6.36M 5.62M
Ebit -9.90031M 3.56M -2.82924M -2.44291M
Ebitda -0.57772M 9.83M 3.53M 3.18M
Depreciation and amortization 9.32M 6.28M 6.36M 5.62M
Non operating income net other 17.64M - - -
Operating income -9.90031M 3.56M -2.82924M -2.44291M
Other operating expenses 91.53M 76.12M 57.73M 51.25M
Interest expense 0.03M 1.81M 0.73M 0.81M
Tax provision -4.77038M -0.53646M -0.31516M 0.51M
Interest income 4.97M 0.20M 0.25M 0.14M
Net interest income 4.94M -1.60740M -0.48050M -0.67121M
Extraordinary items - - - -
Non recurring - - - -
Other items - - - -
Income tax expense -4.77038M -0.53646M -0.31516M 0.51M
Total revenue 81.63M 75.16M 52.26M 47.07M
Total operating expenses 8.86M 25.71M 17.69M 17.89M
Cost of revenue 91.53M 50.42M 40.03M 33.36M
Total other income expense net 12.69M -2.14383M -0.86312M -0.77916M
Discontinued operations - - - -
Net income from continuing ops 8.78M 1.95M -3.37719M -3.73309M
Net income applicable to common shares 8.78M -0.80248M - -
Preferred stock and other adjustments - - - -
Breakdown 2023-12-31 2022-12-31 2021-12-31 2020-12-31 2019-12-31
Type yearly yearly yearly yearly yearly
Date 2023-12-31 2022-12-31 2021-12-31 2020-12-31 2019-12-31
Total assets 1266.57M 350.07M 99.17M 90.09M 88.44M
Intangible assets 435.68M 54.09M 18.80M 21.15M 23.35M
Earning assets - - - - -
Other current assets - - 0.00425M - -
Total liab 478.54M 120.92M 42.86M 27.70M 24.80M
Total stockholder equity 341.93M 23.00M 56.29M 60.79M 63.38M
Deferred long term liab - 10.53M - - -
Other current liab 28.09M -60.45860M 28.28M 14.53M 11.31M
Common stock 0.00700M 0.00086M 0.00743M 0.00695M 0.00688M
Capital stock 0.00700M 349.98M 0.00743M 0.00695M 0.00688M
Retained earnings -190.55200M -28.02482M 1.18M 16.10M 20.10M
Other liab - 368.40M 380.20M - -
Good will 411.90M 11.96M 14.84M 18.52M 21.29M
Other assets - 349.98M 345.03M - -
Cash 15.35M 0.09M 12.96M 8.30M 7.06M
Cash and equivalents - - - - -
Total current liabilities 68.32M 60.46M 40.90M 16.67M 13.02M
Current deferred revenue - - - - -
Net debt 227.13M 0.41M -2.51151M 0.89M 2.31M
Short term debt - 50.36M 10.45M 0.31M 0.25M
Short long term debt - 50.36M 10.32M 0.07M 0.03M
Short long term debt total 242.48M - 10.45M 9.19M 9.37M
Other stockholder equity 523.25M -23.00104M 32.11M 21.69M 20.28M
Property plant equipment - - - - -
Total current assets 185.44M 21.99M 49.97M 37.36M 30.75M
Long term investments 180.09M 7.63M 14.80M 12.15M 12.02M
Net tangible assets - 323.16M -34.72906M - -
Short term investments - 0.00745M - 0.00494M 0.00202M
Net receivables 105.41M 21.98M 18.97M 15.10M 12.52M
Long term debt 186.35M 0.49M - 8.75M 8.75M
Inventory - - 18.03M - -
Accounts payable 40.23M 10.10M 2.18M 1.83M 1.46M
Total permanent equity - - - - -
Noncontrolling interest in consolidated entity - - - - -
Temporary equity redeemable noncontrolling interests - - - - -
Accumulated other comprehensive income 9.22M 23.00M 23.00M 23.00M 23.00M
Additional paid in capital - - - - -
Common stock total equity - - - - -
Preferred stock total equity - - - - -
Retained earnings total equity - -28.02482M - - -
Treasury stock - - - - -
Accumulated amortization - - - - -
Non currrent assets other 2.61M -76.08279M - - -
Deferred long term asset charges - - - - -
Non current assets total 1081.13M 76.08M 49.20M 52.73M 57.69M
Capital lease obligations 56.12M 0.00000M 0.13M 0.37M 0.59M
Long term debt total - 0.49M - - -
Breakdown 2022-12-31 2021-12-31 2020-12-31 2019-12-31
Type yearly yearly yearly yearly
Date 2022-12-31 2021-12-31 2020-12-31 2019-12-31
Investments -348.90687M -9.74670M -2.50228M -14.03923M
Change to liabilities 7.82M 0.17M - -
Total cashflows from investing activities - -345.00000M - -
Net borrowings 0.50M 0.14M - -
Total cash from financing activities 0.50M -0.03875M 0.42M 5.59M
Change to operating activities 0.07M -0.07041M - -
Net income 8.78M 1.95M -3.37719M -3.73309M
Change in cash -0.46572M 4.66M 1.24M -6.07588M
Begin period cash flow 0.55M 8.30M 7.06M 13.13M
End period cash flow 0.09M 12.96M 8.30M 7.06M
Total cash from operating activities -0.96572M 14.45M 3.33M 2.46M
Issuance of capital stock 0.00000M 0.00000M 1.41M 10.50M
Depreciation 9.32M 6.28M 6.36M 5.62M
Other cashflows from investing activities 348.91M -345.00000M - -
Dividends paid 0.00000M 0.56M 0.14M 10.34M
Change to inventory - - - -
Change to account receivables - - - -
Sale purchase of stock - - - -
Other cashflows from financing activities - 0.76M -0.62899M 5.81M
Change to netincome -12.54010M 0.02M - -
Capital expenditures 2.12M 0.42M 0.38M 5.92M
Change receivables - - - -
Cash flows other operating -5.05930M - - -
Exchange rate changes - - - -
Cash and cash equivalents changes -0.46572M - - -
Change in working capital 7.89M 7.23M 0.98M -5.65451M
Stock based compensation 20.41M -0.00133M 0.00730M 0.00882M
Other non cash items -26.96026M -0.46748M -0.32417M 5.71M
Free cash flow -0.96572M 14.04M 2.95M -3.45584M

Peer Comparison

Sector: Financial Services Industry: Asset Management

Company Change (USD) Price (USD) Trailing PE (x) Forward PE (x) Price Sales TTM (x) Price to Book Value (x) Enterprise Value to Revenue (x) Enterprise Value to EBITDA (x)
ALTI
Alvarium Tiedemann Holdings Inc.
0.01 0.24% 4.11 - - 2.62 1.06 2.86 -360.2014
BX
Blackstone Group Inc
3.12 2.04% 156.12 44.45 29.85 14.38 14.06 11.73
BLK
BlackRock Inc
-0.945 0.09% 1075.03 23.92 21.23 8.04 3.78 7.54 16.86
APO
Apollo Global Management LLC Class A
3.57 2.52% 145.10 18.23 20.92 3.08 6.11 2.73 14.76
IVSXF
Investor AB (publ)
- -% 29.25 20.83 - 0.88 1.11 10.01 1.68

Reports Covered

Stock Research & News

Profile

AlTi Global, Inc. provides wealth and asset management services individuals, families, foundations, and institutions in the United States, the United Kingdom, and internationally. It operates through two segments, Wealth Management and Strategic Alternatives. The company offers discretionary investment management, non-discretionary investment advisory, and investment management and advisory services. It also provides trust and administration services, such as entity formation and management; creating or modifying trust instruments and administrative practices to meet beneficiary needs; corporate, trustee-executor, and fiduciary services; provision of directors and company secretarial services; administering entity ownership of intellectual property rights; advisory and administration services in connection with investments in marine and aviation assets; and administering entity ownership of fine art and collectibles. In addition, the company offers family office services comprising bookkeeping and back office services, 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. It also provides ancillary fund management services, including investments, financial planning and strategy, sales and marketing, and back and middle office infrastructure and administration. The company offers strategic advisory, corporate advisory, brokerage, and placement agency services; structures, arranges, and provides investors with co-investment opportunities in various alternative assets; manages and advises public and private investment funds, as well as alternatives platform. The company was formerly known as Alvarium Tiedemann Holdings, Inc. and changed its name to AlTi Global, Inc. in April 2023. The company is based in New York, New York.

Alvarium Tiedemann Holdings Inc.

520 Madison Avenue, New York, NY, United States, 10022

Key Executives

Name Title Year Born
Mr. Michael Glenn Tiedemann CEO & Director 1972
Mr. Stephen D. Yarad CFO & Treasurer 1970
Ms. Nancy Ann Curtin CIO & Director 1958
Mr. Spiros Maliagros Head of Alternatives & Director 1977
Mr. Brooke Bayard Connell President of US Wealth Management NA
Mr. Kevin Patirck Moran J.D. President & COO 1978
Ms. Lily Arteaga Head of Investor Relations NA
Ms. Colleen Ann Graham Global General Counsel 1966
Ms. Claire Verdirame Chief Marketing Officer NA
Mr. Jed Emerson Chief Impact Officer 1960

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