---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-24-022202"
form_type: "8-K"
ticker: "ALTI"
cik: "0001838615"
company_name: "AlTi Global, Inc."
filed_at: "2024-05-09T23:59:59+00:00"
generated_at: "2026-06-02T06:59:06.334986+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# AlTi Global acquires Envoi family office for ~$25.2M; adds ~$3B AUM in Midwest expansion

## Summary
- Initial purchase price ~$25.2M for Envoi, a Minneapolis family office with ~$3B AUM; contingent earnout over 4 years.
- Deal expected to close early Q3 2024; funded via $450M M&A facility from Allianz X and Constellation Wealth Capital.
- AlTi has over $70B combined assets; deal follows recent East End Advisors acquisition and hiring of Richard Joyner.
- Envoi's Principals will continue leading the Minneapolis office; Ryan Steensland joins business development team.

## SEC filing metadata
- accession: 0001628280-24-022202
- form_type: 8-K
- ticker: ALTI
- cik: 0001838615
- company_name: AlTi Global, Inc.
- filed_at: 2024-05-09T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1838615/000162828024022202/0001628280-24-022202-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1838615/000162828024022202/alti-20240508.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-24-022202
- JSON: https://secwatch.observer/filing/0001628280-24-022202.json
- Plain text: https://secwatch.observer/filing/0001628280-24-022202.txt

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