---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-24-013885"
form_type: "8-K"
ticker: "ALTI"
cik: "0001838615"
company_name: "AlTi Global, Inc."
filed_at: "2024-04-01T23:59:59+00:00"
generated_at: "2026-06-04T04:53:53.189590+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# AlTi Global acquires East End Advisors for $76M upfront, expanding UHNW wealth platform

## Summary
- Initial purchase price ~$76M; additional EBITDA-based contingent consideration over 5 years.
- East End Advisors has ~$5.6B AUM; acquisition follows up to $450M strategic investment from Allianz X and Constellation Wealth Capital.
- Transaction expected to close early Q2 2024, subject to customary conditions.
- Deal deepens AlTi's presence in U.S. family office hubs and expands OCIO capabilities.
- Initial consideration funded by Constellation Wealth Capital investment; a portion of contingent consideration may be paid in Class A stock.

## SEC filing metadata
- accession: 0001628280-24-013885
- form_type: 8-K
- ticker: ALTI
- cik: 0001838615
- company_name: AlTi Global, Inc.
- filed_at: 2024-04-01T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 1.01, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1838615/000162828024013885/0001628280-24-013885-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1838615/000162828024013885/alti-20240401.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-24-013885
- JSON: https://secwatch.observer/filing/0001628280-24-013885.json
- Plain text: https://secwatch.observer/filing/0001628280-24-013885.txt

## Key facts
- Material Agreements
  AlTi Global, Inc. entered into Membership Interest Purchase Agreement with East End Advisors, LLC valued at approximately $76 million (effective 2024-04-01).
  - Action: entry
  - Agreement: asset purchase
  - Counterparty: East End Advisors, LLC
  - Value: approximately $76 million
  - Effective: 2024-04-01
  source text: On April 1, 2024, AlTi Global, Inc., a Delaware corporation (the “ Company ”), entered into a Membership Interest Purchase Agreement (the “ Purchase Agreement ”) by and among the Company, AlTi Global Wealth Management Holdings Limited, a UK private limited company (“ Purchaser ”), East End Advisors, LLC, a New York limited liability company (“ EEA ”), EEA Holding Company, LLC, a Delaware limited liability company (“ Seller ”), and, for the limited purposes set forth therein, David Salomon, Richard Salomon, Peter Nadosy and Brian Clifford.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1838615/000162828024013885/0001628280-24-013885-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.